- Dedicated certified tax strategist to uncover powerful deductions
- Advanced guidance to improve cash flow and plan for growth
- Expert financial, tax, and wealth planning support
- Retirement & legacy strategies to protect long-term assets
| Packages Include: | Silver | Gold | Platinum |
|---|---|---|---|
| The Tax Plan for 2025, 2026, 2027 & Beyond | |||
| Deduction Review & Strategy Planning | |||
| Legal Entity Optimization (LLC, S Corp, C Corp, Partnership) | |||
| Review of Tax-Advantaged Investments & Retirement Options | |||
| Insurance Review to Protect Assets & Reduce Taxes | |||
| Tax Credits, Incentives, Reliefs & Reform Utilization | |||
| Pre-Law Policy Review & Strategic Recommendations | |||
| IRS & Court Case Reference to Support Positions | |||
| Core Strategy Implementation | |||
| Business Tax Preparation & Filing | |||
| Individual Tax Preparation & Filing | |||
| Quarterly Estimated Tax Payments | |||
| Quarterly Core Tax Planning & Implementation | |||
| Quarterly 1-on-1 Tax Review | |||
| QuickBooks Online Setup (Current Year) | |||
| Business Accounting Clean-Up (10 hours included) | |||
| Business Accounting Meetings & Review of Financial Results | Quarterly | Monthly | |
| 1099 Distributions | Up to 5 | Up to 20 | |
| Monthly Bookkeeping | |||
| Customized & Accessible Financial Reports | |||
| Cash Flow Management | |||
| Up to 3 Dependent Tax Returns (income up to $35K each) | |||
| Tax-Free Retirement & Legacy Planning | |||
| Planning to ↑ Revenue, ↑ Gross Profit, ↑ Net Profit, ↑ Net Worth |
