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Choose Your Plan

  • Legacy Tax Advisory

    975$
    Monthly starting at
     
    • Quarterly Tax Strategy Calls
    • Quarterly Tax Estimates - Custom
    • Entity Review
    • Owner Payroll Allocation
    • Retirement Plan Review
    • Business Tax Return
    • Personal Tax Return
    • Review of all IRS/State letters received
    • Asset-Map Family Financial Tax Plan
    • Business Succession Planning
    • Retirement Tax Planning
    • Legacy Trust & Estate Planning

  • Advanced Tax Strategies

    600$
    Monthly starting at
     
    • Tax Strategy Calls 2x per year
    • Quarterly Tax Estimates - Custom
    • Entity Review
    • Owner Payroll Allocation
    • Retirement Plan Review
    • Business Tax Return
    • Personal Tax Return
    • Review of all IRS/State letters received
    • Add: Monthly Bookkeeping Subscription starting at $500
    • Add: Monthly Payroll Subscription starting at $250

  • Tax Planning Basics

    450$
    Monthly starting at
     
    • Year-end Tax Planning Basics
    • Quarterly Tax Estimates - Safe Harbor
    • Entity Review
    • Owner Payroll Allocation
    • Retirement Plan Review
    • Business Tax return
    • Personal Tax Return
    • Add: Review of all IRS/State Letters Rec'd starting at $500
    • Add: Monthly Bookkeeping Subscription starting at $500
    • Add: Monthly Payroll Subscription starting at $250

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