Tax Planning · Strategy Sessions
Surprised by your tax bill every year?
Plan ahead instead of catching up. Get a strategy before the year ends: entity choice, estimates, deductions and year-round support, for individuals and business owners.
Sound familiar?
The problem. The fix.
Planning tiers
Choose the level of planning you need.
Tiers 1–3 start with a non-refundable deposit, with the balance due before your strategy session. Prefer ongoing help? Choose the retainer.
Tier 1 · Basic Planning
$500 total
$250 deposit · $250 before your final strategy call
- Strategy call
- Entity choice planning
- Basic tax estimates
- Deduction optimization tips
Tier 2 · Comprehensive Planning
$1,200 total
$600 deposit · $600 before your session is booked
- Everything in Tier 1
- Quarterly projection
- Tax minimization strategies
- Retirement / qualified business income planning
- Year-round support
Tier 3 · Full-Day Custom Strategy
$2,000 total
$1,000 deposit · $1,000 before your Strategy Day
- In-depth deep dive
- Multi-entity or multi-state considerations
- Customized projections
- Cash flow and succession planning
Retainer · Year-Round Support
$250–$500 /month
Keeps your plan current all year
- Ongoing check-ins
- Estimated payment tracking
- Timely, proactive advice
- Planning updates
Deposits for Tiers 1–3 are non-refundable. Need a full written plan carried out with you? See Strategic Tax Planning.
How it works
From sign-up to strategy.
Pick the planning tier or retainer that fits.
Secure your spot with your tier's deposit.
Due before your strategy session is scheduled.
We walk through your plan and next steps.
Good to know
Quick answers
Which tier is right for me?
Tier 1 if you want a strategy call plus the basics: entity choice, estimates and deduction tips. Tier 2 if you want quarterly projections, minimization strategies and support all year. Tier 3 if you have multiple entities or states, or need cash-flow and succession planning. The Retainer if you want ongoing check-ins and estimated payment tracking. Still unsure? Book a planning consultation.
Is the deposit refundable?
No. Deposits for Tiers 1–3 are non-refundable and secure your spot.
When is the balance due?
Tier 1: before your final strategy call. Tier 2: before your strategy session is booked. Tier 3: before your Strategy Day is scheduled.
Is this for individuals or businesses?
Both. Tax planning is for individuals and business owners.
How is this different from Strategic Tax Planning?
Strategy sessions give you focused planning without a full engagement. Strategic Tax Planning is our full written plan with help implementing it, part of Advisory & CFO services.
Your next move
Planning works best with clean numbers.
Not sure which tier?