Taxes Will Be the Biggest Expense of Your Life!
Not your house. Not your car. Not even your kids’ college tuition.
Over your lifetime, you’ll likely pay millions in taxes, often more than any other expense. We help clients change that. Through proactive planning, smart entity structuring, and ongoing support, we reduce lifetime tax bills and help you keep more of what you earn.
- Our Service
Our Tax Services
Core Tax Filing Package
-
Personal Returns -
Median Price: $1,000 - Business Returns - Median Price: $2,000
Ideal for individuals, real estate investors, and small business owners who need accurate, timely tax return preparation.
Includes:
- Federal and state tax return preparation and filing
- Strategic deduction review tailored to your situation
- Digital document storage
- Optional consulting available at $300/hour
This is for those who want expert tax prep, but not full strategic planning or year-round support.
Strategic Tax Advisory Program
- Custom Quote – Initial Consult Required
Our full-service package for entrepreneurs, real estate investors, and equity-comp clients who want year-round access, hands-on strategy, and total peace of mind.
Includes:
- Tax return preparation
- Unlimited strategic tax consulting
- Mid-year and fall tax projections
- Real estate & equity compensation tax strategy
- Entity selection & setup guidance
- IRS notice response support
- Priority email access & rapid response times
- Quarterly check-ins (optional, but available)
This is for serious clients who want to minimize taxes, stay compliant, and build long-term wealth with a trusted CPA on call.
- 💬 CONSULTATION
One-Time Tax Consulting
$300/hour
Available for clients who need occasional, specialized tax advice outside of a package.
We take on a limited number of clients per year to provide exceptional service and real results
Who We Work Best With
If you value communication, accuracy, and long-term strategy, we may be a great fit.
We specialize in working with:
- Real estate investors (including STR operators)
- Small business owners ($100K–$2M+ revenue)
- Equity compensation clients (RSUs, ISOs, ESPPs)
- High-income professionals with complex tax needs
What We Don't Do
- Trust or estate tax returns
- C-Corporation tax returns
- Hourly tax prep or à la carte form pricing
- 🧠 MY APPROACH
Why Clients Work with Us
Clients often say they appreciate how:
- We do the right thing, no shortcuts
- We communicate clearly and quickly
- We specialize in strategy, not just filing
- We save clients money others miss
- 📥 REACH OUT TO ME
Ready to Work Together?
This is the first step. We’ll review your information and follow up with next steps, including how to upload your tax documents and net worth statement.