Pricing
Priced to the work, never to the hour.
We quote before we start. Consults and quotes are free, and any deeper assessment is scoped and priced up front so you always know the number before the work starts.
Compliance
Filing done properly, on time, every time.
Fixed annual fee
- Business and personal return preparation
- Entity, trust and multi-state filings
- Quarterly estimate management
- Year-round question access
- Accuracy Guarantee on books we maintain
- Most chosen
Proactive Planning
Compliance plus a multi-year savings plan.
Scoped after assessment
- Everything in Compliance
- Entity structuring and compensation modelling
- Multi-year tax projections
- 1031 / 1035 and deferral strategy
- Know Guarantee & 100% Tax Savings Promise
Advisory Partner
Board-level finance and legal in one retainer.
Custom retainer
- Everything in Proactive Planning
- Contract CFO and investor reporting
- M&A, exit and capital markets support
- Captive insurance and asset protection design
- IRS controversy representation
What's always included
Guarantees, not disclaimers.
Every tier carries the Know Guarantee. Planning tiers carry the 100% Tax Savings Promise, and any engagement where we keep the books carries the Accuracy Guarantee.
Free consultation, up to 60 minutes
Get your fixed-fee quote.
Bring one return. Leave the call knowing what we would change, what it saves and what it costs. Consults and quotes are free.