Tax Strategies & Planning

Tax Planning Fees (HNI's)

Comprehensive

Premium

Elite

Investment (Year 1)

$2,000.00

$3,500.00

$7,000.00

Unlimited Email Support​

Initial Tax Plan

Entity Evaluation

Deduction Optimization

Tax Deferred Accounts

Implementation Steps

Implementation Assistance

Implementaton Review

Monthly Calls

Year-end Tax Consultation

Top 1% Tax Strategies

As-Needed Consultations

Shopping Basket