Tax Planning
Tax preparation tells you what you owe. Tax Planning changes what you owe. These plans are a separate, proactive engagement built to lower your tax burdern year after year - available whether or not we prepare your returns.
Essentials
For W-2 earners and simple situations who want to stop overpaying and avoid April surprises.
Prices begin at:
$900/year
INCLUDES:
☑️ Witholding adjustment for a known change
☑️ 1 mid-year planning touchpoint
☑️ Event-driven tax guidance (marriage, home, new job, child)
☑️ Annual reminder of key planning dates
NOT INCLUDED IN ESSENTIALS:
— Full diagnostic or strategy report
— Forward projection of variable income
— Quarterly follow-ups
BEST FOR:
☑️ Mostly wage earners with predictable income
☑️ Clients navigating a known life change
Strategy
For individuals with growing complexity - rental income, a side business, equity comp, or a modest portfolio.
Prices begin at:
$2,250/year
INCLUDES:
☑️ Scoped tax diagnostic
☑️ Custom Tax Strategy Report
☑️ Full forward tax projection (all income sources)
☑️ 1 annual strategy planning meeting
☑️ Year-round access for tax questions
☑️ Implementation guidance
BEST FOR:
☑️ First rental property or side business
☑️ Equity comp, RSUs, or variable income
☑️ Clients ready for real strategy, not just a tune-up
ADD THE SCORECARD:
☑️ Annual Savings Scorecard (with a tax prep plan)
Premier
OUR FLAGSHIP
Our most complete engagement - built for business owners building real estate portfolios, and any operating business complex enough to need full strategy.
Prices begin at:
$6,500/year
WEALTH COORDINATION:
☑️ Annual meeting with financial advisor
☑️ Priorities across RE acquisition, entity structure & risk
☑️ Referrals to vetted specialists (RE attorneys, leaders, cost seg)
☑️ Year-round check-ins on portfolio priorities
WITH A TAX PREP PLAN:
☑️ Annual savings scorecard
☑️ Direct coordination with your prep team for implementation
THE FULL PLANNING SYSTEM
Proactive strategy across your business and real estate - entity structure, depreciation, REP status, cost segregation, and more
☑️ Complete tax diagnostic (business + real estate)
☑️ Custom Tax Strategy Report (full)
☑️ Strategy Implementation Tracker
☑️ Annual Strategy Planning Meeting
☑️ Quarterly action-item follow-ups
☑️ Forward tax projections as needed
☑️ Year-round priority access
*Prices shown reflect starting rates. Your final fee reflects the complexity of your situation - number of entities, real estate activity, income sources, and states involved. Tax planning is sold separately from tax preparation. The free withholding true-up that comes with our tax prep plans is based on your prior-year return; any forward-looking projection that accounts for changing income belongs to a tax planning plan. On scope: the strategy plan is priced for your situation as scoped at signing. If a new income stream or entity materially expands the work - for example, adding an operating business to a rental, or vice versa - that becomes a Premier engagement. The right tier is driven by the complexity of your situation, which we assess together before you sign.
Getting started is easy.
1
Tell Us About You
Start by completing a short intake form.
2
Quick Fit Conversation
We’ll connect to learn more and ensure we’re a good fit for each other.
3
Paid Strategy Session
We’ll walk through your situation and recommended next steps. If you decide to move forward, your consultation fee ($300) is applied toward your services.
Anthony helped take the guess work out of our tax planning
About 3-4 years ago, we were looking for a better solution for a CPA and found Anthony. His professionalism, business mindset, and well-defined process has been outstanding in terms of the way he’s been able to counsel us in certain areas of our business and helped with our tax forecasting. Given that our business has an impact on our personal financials, we no longer question if we’re withholding enough or over withholding and don’t have to worry about having a huge tax bill at the end of the year.