Pricing
Priced to the work — never to the hour.
We scope every engagement after a free assessment, then quote a fixed fee so you always know the number before the work starts.
Compliance
Filing done properly, on time, every time.
Fixed annual fee
- Business and personal return preparation
- Entity, trust and multi-state filings
- Quarterly estimate management
- Year-round question access
- Accuracy Guarantee on books we maintain
- Most chosen
Proactive Planning
Compliance plus a multi-year savings plan.
Scoped after assessment
- Everything in Compliance
- Entity structuring and compensation modelling
- Multi-year tax projections
- 1031 / 1035 and deferral strategy
- Know Guarantee & 100% Tax Savings Promise
Advisory Partner
Board-level finance and legal in one retainer.
Custom retainer
- Everything in Proactive Planning
- Contract CFO and investor reporting
- M&A, exit and capital markets support
- Captive insurance and asset protection design
- IRS controversy representation
What's always included
Guarantees, not disclaimers.
Every tier carries the Know Guarantee. Planning tiers carry the 100% Tax Savings Promise, and any engagement where we keep the books carries the Accuracy Guarantee.
Get your fixed-fee quote.
The assessment is free, confidential, and ends with a quantified picture of your savings.