Our Tax Packages
Smart solutions for every tax situation.
Bronze Package
2 Tax Planning Consultations (Semiannual) • Annual Tax Projection • Advisory on Deductions & Credits • Quarterly Estimated Payment Assistance • Basic Tax Structure Review (e.g., S-Corp Election) • 10% Off Annual Tax Return Prep • Basic IRS Notice Support
Silver Package
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
Gold Package
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)