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.
Recommended
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
Compare all plans
Features
Foundation
Most Popular
GrowthExecutive
Ideal For
Business Owners
Growing Businesses
High-Net-Worth
Annual Investment
$3,500+
$6,500+
$10,000+
Tax Prep Included
Strategic Tax Planning
Quarterly Reviews
Priority Support
3-Year Audit Protection
Private Hotel Incentive
2-5 Nights
2-5 Nights
Return protection
What's Included With Every Return
3-Year Audit Protection
EA-Prepared Return
Secure Client Portal
Accuracy & Compliance Review
Post-Filing Support
Accepting New Advisory Clients for 2026
Not Sure Which Service You Need?
Don't settle for a once-a-year tax filer. Partner with a strategic advisor who works year-round to protect your profits.
Schedule My Discovery Call
Free 30-minute strategy session
No obligation. 100% Confidential.
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