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12-Month Tax Preparation & Strategy Session Package

Designed 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 meetings to review progress, adjust strategies, and ensure alignment with your financial and tax goals.

  • Year-round email and text support for tax-related questions.

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