Includes All Bronze Package Benefits •  4 Tax Planning Consultations (Quarterly) • Estimated Payment Projections & Adjustments  • Advanced Tax-Saving Strategies (e.g., vehicles, travel, home office) •  Business Structure Review & Optimization (LLC, S-Corp, Holding) • Priority IRS Notice Support (No Representation)  • 1 Free Annual Accounting Review (for clients with their own bookkeeper) •  20% Off Annual Tax Return Prep • Exclusive Newsletters with Tax & Legal Tips

Unlimited Consulting (By Appointment) •  Quarterly Tax Reviews + Personalized Projections • National & International Tax Optimization Strategies  • Estate Planning Advisory (Trusts, Holdings, Offshore, etc.) •  Personal & Business Tax Preparation Included • IRS Representation (Up to Administrative Audit Level)  • Coordination with External Attorneys & Accountants •  VIP Access (Responses Within 24 Hours) • Advisory on Tax-Advantaged Investments  (Real Estate, Capital Gains) • Bonus: 1 Free Business Incorporation per Year (LLC/S-Corp)