🔵 Personal – Tax Planning & Strategy

Starting at $3,150 – $6,000+ annually

or $2,500 – $4,500+ project-based

Business Tax Planning & Strategy services provide forward-looking advisory support for business owners.

Services may include entity structure analysis, owner compensation planning, tax projections, and strategic planning related to growth and optimization. These services are advisory only and do not include tax return preparation or resolution of existing compliance issues.

Includes

• Tax reduction planning

• Withholding & estimate optimization

• Multi-year planning

Not included

• Return preparation

• Cleanup or remediation