From tax preparation to year-round strategy, we support your financial goals.
More Than Tax Prep: Most people think filing returns is enough—but without a tax strategy, you could be leaving thousands on the table. We focus on proactive planning, helping you take control of your taxes year-round.
Tailored Solutions: Every client’s situation is unique. We craft strategies that align with your personal and business goals so you can focus on growing your wealth.
Comprehensive Expertise: With 16+ years of experience as a tax strategist and real estate investor, I simplify taxes, minimize liability, and help you plan for a stronger financial future.
Money Mindset and Habits: Our services include a focus on building better money habits and developing an empowered money mindset, helping clients align their actions with long-term financial success.
Proven Results: A business owner recently approached us frustrated with how much they were paying in taxes. They’d never worked with a tax strategist before and weren’t sure where they were losing money. After creating a proactive tax plan, we found them an additional $15,000 in tax savings within their first year.
Year-Round Support: Tax planning isn’t a one-time event. Our services ensure your strategy evolves as your business and personal goals grow.
Comprehensive Tax Advisory & Financial Health Package
Designed for high-revenue business owners and real estate investors with complex tax situations requiring advanced tax strategies, in-depth financial oversight, and long-term wealth planning to minimize liabilities, maximize profitability, and ensure sustained financial growth.
$19,500
/year
or
$1,950
/month
Comprehensive tax preparation and filing for both personal and business returns.
Customized tax plans and advanced strategies tailored to your goals.
Long-term financial planning to build wealth, protect assets, and ensure the appropriate tax-advanced business structures are considered (e.g., health insurance, trusts, and retirement accounts).
Quarterly progress reporting to provide insights into your financial performance and evolving tax strategy.
Monthly advisory meetings to ensure your tax strategy evolves with your financial and business goals.
Year-round email and text support for financial and tax-related questions
12-Month Tax Preparation & Strategy Session Package
Perfect for entrepreneurs, real estate investors, and small businesses ready to move beyond the basics with year-round tax strategy, proactive tax planning, and bundled tax preparation to ensure you're optimizing deductions, saving money and making smarter financial moves throughout the year.
$12,500
/year
or
$1,250
/month
Tax preparation and filing for personal and business needs.
A customized tax plan created specifically for your goals.
Monthly strategy sessions to review progress, adjust strategies, and ensure alignment with your financial and tax goals.
Email and text support for financial and tax-related questions.
6-Month Tax Preparation & Strategy Session Package
Ideal for business owners and investors looking for clarity, organization, and the right tax strategies to position themselves for long-term success
$5,950
/6 months
or
$1,050
/month
Tax preparation and filing for personal and business needs.
Bi-monthly strategy sessions to review progress, adjust strategies, and ensure alignment with your financial and tax goals.
A strategic tax roadmap created specifically for your goals.
Book a free discovery call with our expert tax advisors.
During this call, we’ll discuss your needs, assess your situation, and determine if we’re a good fit to work together.
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