Our Tax Packages

Smart solutions for every tax situation.

Bronze Package

2 Tax Planning Consultations (Semiannual)Annual Tax ProjectionAdvisory on Deductions & CreditsQuarterly Estimated Payment AssistanceBasic Tax Structure Review (e.g., S-Corp Election)10% Off Annual Tax Return PrepBasic IRS Notice Support

Silver Package

Includes All Bronze Package Benefits4 Tax Planning Consultations (Quarterly) Estimated Payment Projections & AdjustmentsAdvanced 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

Gold Package

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