Strategic Tax & Business Advisory
The Right Level of Support
Whether you are managing growing personal wealth, building a business, scaling operations, or preparing for your next phase, our advisory packages are designed to provide the right level of strategy, planning, and ongoing support.
Two paths. Four levels of support.
Which best describes You?
Individual & Investor
Individual & Investor Advisory
Tax planning for professionals, investors, and households with growing financial complexity. Best for W2 earners, executives, investors, and individuals with multiple income sources.
Packages: Basic & Proactive
Business Owner
Business Owner Advisory
Strategic advisory for business owners who need ongoing planning, tax strategy, and business guidance. Best for entrepreneurs, services firms, partnerships, and growing businesses.
Packages: Core & Complete
For individuals & investors
Proactive tax planning for professionals and investors
Designed for professionals, executives, and investors who need proactive tax planning beyond annual tax filing.
- High-income households
- Real estate investors
- Multiple income sources
- Major financial decisions
- Proactive tax guidance
Basic
Semi-annual planning + annual filing
Best for clients who want proactive tax guidance without ongoing advisor access throughout the year.
Includes
- Semi-annual tax planning meetings
- Annual tax return preparation
- Annual tax projections & optimization review
“I want proactive planning beyond tax season, but I don’t need ongoing support throughout the year.”
Most Popular
Proactive
Year-round planning & advisor access
Best for clients who want ongoing planning support and access to a trusted advisor when questions arise.
Includes
- Semi-annual tax planning meetings
- Quarterly estimated tax calculations
- Unlimited email support
- Annual tax return preparation
- Annual tax projection & optimization review
“I want ongoing guidance throughout the year and someone I can call when important decisions arise.”
For Business Owners
Strategic advisory beyond tax compliance
Designed for entrepreneurs and business owners who need strategic guidance beyond tax compliance. These advisory relationships are designed to evolve alongside your business.
- Service-based businesses
- Professional times
- Multi-owner companies
- Growing organizations
- Strategic decisions
Most clients start here
Core
Strategic advisory for active business owners
Best for owners who want quarterly planning, tax strategy, and ongoing advisor involvement throughout the year.
Includes
- Quarterly businesses & tax planning meetings
- Quarterly estimated tax calculations
- Unlimited email support
- Entity mapping & optimization
- Up to 4 third-party advisor meetings annually
- S-corp compensation analysis
- Annual tax preparation
- Annual tax projection & optimization review
“I want a strategic advisor involved throughout the year – not just at tax time”
Complete
Executive-level strategic partnership
For business owners seeking a highly collaborative advisory relationship navigating growth and complex decision-making.
Includes
- Monthly business & tax planning meetings
- Quarterly estimated tax calculations
- Unlimited email support
- Entity map & optimization
- Unlimited third-party advisor meetings
- S-corp compensations analysis
- Annual tax preparation
- Annual tax projection & optimization review
“I want advisors who actively participate in helping me make strategic business decisions throughout the year.”
At a glance
What’s included
| Basic | Proactive | Core | Complete | |
|---|---|---|---|---|
| Planning meetings | Semi-annual | Semi-annual | Quarterly | Monthly |
| Unlimited email support | — | ✓ | ✓ | ✓ |
| Entity optimization | — | — | ✓ | ✓ |
| Third-party advisor collaboration | — | — | Limited | Unlimited |
| S-corp analysis | — | — | ✓ | ✓ |
| Tax preparation | ✓ | ✓ | ✓ | ✓ |
Not sure where you fit?
Let’s figure it out together
Most clients don’t know exactly which package is right for them, and that’s okay. We’ll learn about your goals, business stage, tax
complexity, and financial priorities before recommending the
appropriate level of support.