Tax Strategy Pricing
Year-round tax strategy plans built for S Corp owners, from a solid foundation to full concierge partnership. Book a Discovery CallTax Strategy That Works All Year
Filing a return tells you what happened. Strategy changes what happens next. Our tax strategy plans pair your S Corporation return with year-round planning at four levels of involvement, so you can start with a solid foundation and add depth as your income and complexity grow. Every plan is led by professionals who handle IRS resolution and train tax preparers, which means the strategy behind your numbers is as defensible as the return itself.
Tier 1
Groundwork
For S Corp owners ready to get compliant and start planning ahead
Investment: $3,750
You have built something real. This plan makes sure the tax side is just as solid: an accurate filing, a clear read on your position, and the first strategies worth acting on.
What’s Included
- S Corporation tax return (1120-S) preparation and filing
- Two 30-minute strategy sessions during the year
- Year-end tax review with optimization recommendations
- Compliance check across your entity, filings, and basics
What You Walk Away With
- Confidence your return is done right
- A clear picture of your current tax position
- Foundational tax-saving strategies you can act on now
Best for: New or growing S Corp owners who want strategy without an ongoing commitment yet
Tier 2
Momentum
For business owners scaling revenue who want consistent guidance through the year
Investment: $6,250
Growth creates complexity, and complexity left alone becomes missed opportunities. This plan keeps strategy in the room all year, so tax decisions never happen alone or at the last minute.
What’s Included
- S Corporation tax return (1120-S) preparation and filing
- Quarterly strategy sessions
- Ongoing email support between sessions
- Tax planning throughout the year
- Proactive recommendations as your business evolves
What You Walk Away With
- Better decisions made with your tax picture in view
- Fewer surprises when filing season arrives
- Savings captured through timing and planning, not luck
Best for: Business owners scaling revenue who want a strategist on call, not just a preparer
Tier 3
Architect
For established owners ready to optimize, protect, and build wealth intentionally
Investment: $12,500
At this level, tax strategy is not a season. It is part of how your wealth gets built. We move past basic planning and structure your business, income, and deductions deliberately.
What’s Included
- S Corporation tax return (1120-S) preparation and filing
- Advanced tax strategy with implementation planning
- Quarterly and year-end strategy sessions
- Bookkeeping oversight and coordination
- Strategic income, deduction, and entity optimization
- Priority support
What You Walk Away With
- A proactive tax strategy built around your goals, not a template
- Higher profitability through smarter structuring
- Clear financial visibility and control
Best for: Established business owners ready to scale profit, not just revenue
Tier 4
Private CFO
For high-income entrepreneurs who want white-glove strategy and hands-off execution
Investment: $36,000
This is not tax prep with extras. It is a full financial partnership: a strategist watching your numbers year-round, planning every major move with you, and handling the execution so you do not have to.
What’s Included
- S Corporation tax return (1120-S) preparation and filing
- Monthly strategy and advisory calls
- Year-round proactive tax planning
- Bookkeeping oversight and coordination
- Entity structuring and optimization
- Audit support and defense preparation
- Direct priority access to your strategist
What You Walk Away With
- Maximum tax efficiency across your business and income
- Clean, decision-ready financials at all times
- Strategic guidance behind every major move
- The confidence that all of it is handled
Best for: High-income entrepreneurs who want the strategy and the execution off their plate
Not Sure Which Level of Strategy Fits?
Book a free discovery call and we will look at your business, your current tax position, and what you have been leaving on the table, then recommend the plan that fits. No pressure, just a clear next step.