Investment
Invest in your
financial infrastructure.
Choose the engagement model that fits your growth stage. All plans include our proactive "Tax First" methodology.
Strategic Partnership
Choose Your Level of Support
Move beyond simple compliance. Select an advisory tier that matches the complexity of your business and your wealth goals.
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Popular
Foundation
Ideally for Business Owners
$3,500+/annually
Starting implementation fee applies
- Annual Tax Return Filing
- Strategic Tax Planning
- 3-Year Audit Protection
- Secure Client Portal
Growth
$6,500+/annually
Starting implementation fee applies
- Everything in Foundation, plus:
- Tax Prep Included
- Quarterly Reviews
- Private Hotel Incentive (2–5 Nights)
Executive
Ideally for High-Net-Worth Individuals
$10,000+/annually
Starting implementation fee applies
- Everything in Growth, plus:
- Priority Support
- Dedicated Senior Advisor Access
- Complex Estate Planning Review
What's Included With Every Return
3-Year Audit Protection
EA-Prepared Return
Secure Client Portal
Accuracy & Compliance Review
Post-Filing Support
Aceptando Nuevos Clientes para la Temporada Fiscal 2026
¿No estás seguro de qué servicio necesitas?
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Sesión estratégica gratuita de 30 minutos
Sin compromiso. 100% confidencial.
Impulsado por Union National