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
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Comprehensive tax preparation and filing for both personal and business returns.
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Customized tax plans and advanced strategies tailored to your goals.
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Long-term financial planning to build wealth, protect assets, and ensure the appropriate structures are considered (e.g., insurance, trusts, and retirement accounts).
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Quarterly progress reporting to provide insights into your financial performance and evolving tax strategy.
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Monthly advisory meetings to ensure your tax strategy evolves with your goals.
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