TAX PLANNING PRICING AND PLANS
Annual
Monthly
Annual
TaxLITE
$1,000
Liability Planner
For W2 Employees, Gig-Economy, & Active Investors
1 Week Onboarding
Semi-Annual Service Frequency
5 Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Accountable Plan Management ($500 Add -On)
- Augusta Rule Management ($500 Add -On)
- Child W2 Labor Planning ($750 Add -On)
- Child Retirement Planning ($500 Add -On)
- Employee Retirement Planning ($500 Add -On)
TaxCORE
$2,000
Basic Planning and Management
For Business Owners & Serial Entrepreneurs
2 Weeks Onboarding
Quarterly Service Frequency
10 Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management ($500 Add -On)
- Augusta Rule Management ($500 Add -On)
- Child W2 Labor Planning ($750 Add -On)
- Child Retirement Planning ($500 Add -On)
- Employee Retirement Planning ($500 Add -On)
TaxMAX
Quoted
Advanced Tax & M&A Planning
For High-Earners, Business Sales, & Large Transactions
4 Weeks Onboarding
Tailored Service Frequency
Tailored Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Employee Retirement Planning
- Annual CIQ Diagnostic
- Opportunity Report
- 529 Planning
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Advanced Tax Strategies
LifeMAX
Quoted
Comprehensive & Holistic Life Plan
For High-wealth Individuals & Families
6 Weeks Onboarding
Tailored Service Frequency
Tailored Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Employee Retirement Planning
- Annual CIQ Diagnostic
- Opportunity Report
- 529 Planning
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Advanced Tax Strategies
- Team-based Service Model
- Goal Mapping Process
- Forward Looking Plan (MAP)
- Expert Advisor Showroom
- Trust Planning
- Comprehensive Financial Life Plan
- Risk Mitigation
- Legal & Estate Planning
- Wealth Management & Financial Planning
Monthly
TaxLITE
$50
Liability Planner
2 Weeks Onboarding
Up to 1x/Year Scheduled Meetings
Up to 2 hours per Year Online Support (Emails & Messaging Apps)
- Annual Tax Liability Report
- Quarterly Tax Liability Report
- Quarterly Estimated Payments
- Owner Compensation Optimization
TaxCORE
$200
Basic Planning and Management
4 Weeks Onboarding
Up to 1x/Quarter Scheduled Meetings
Up to 2 hours per Quarter Online Support (Emails & Messaging Apps)
- Annual Tax Liability Report
- Quarterly Tax Liability Report
- Quarterly Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Itemized Deduction Optimization
- Employee Compensation Optimization
- Employee Fringe Benefit Planning
- Employee Retirement Account Planning
TaxMAX
Quoted
Advanced Planning & Management
6 Weeks Onboarding
Up to 1x/Month Scheduled Meetings
Up to 2 hours per Month Online Support (Emails & Messaging Apps)
- Annual Tax Liability Report
- Quarterly Tax Liability Report
- Monthly Tax Liability Report
- Quarterly Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Itemized Deduction Optimization
- Employee Compensation Optimization
- Employee Fringe Benefit Planning
- Employee Retirement Account Planning
- Annual CIQ Diagnostic
- 529 Planning
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Opportunity Report
- Advanced Tax Strategies
LifeMAX
Quoted
6 Weeks Onboarding
Up to 1x/Month Scheduled Meetings
Up to 2 hours per Month Online Support (Emails & Messaging Apps)
- Annual Tax Liability Report
- Quarterly Tax Liability Report
- Monthly Tax Liability Report
- Quarterly Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Itemized Deduction Optimization
- Employee Compensation Optimization
- Employee Fringe Benefit Planning
- Employee Retirement Account Planning
- Annual CIQ Diagnostic
- 529 Planning
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Estate & Gift Planning
- Life Insurance and Annuity Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Opportunity Report
- Advanced Tax Strategies
- Team-based Service Model
- Goal Mapping Process
- Forward Looking Plan (MAP)
- Expert Advisor Showroom
- Trust Planning
- Comprehensive Financial Life Plan
- Risk Mitigation
- Legal & Estate Planning
- Wealth Management & Financial Planning
TaxLITE
$50
Liability Planner
1 Week Onboarding
Semi-Annual Service Frequency
5 Hours Included Annually
- End of Year Optimization Session ($150 Add -On)
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
TaxCORE
$200
Basic Planning and Management
2 Weeks Onboarding
Quarterly Service Frequency
10 Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management ($500 Add -On)
- Augusta Rule Management ($500 Add -On)
- Child W2 Labor Planning ($750 Add -On)
- Child Retirement Planning ($500 Add -On)
- Employee Retirement Planning ($500 Add -On)
TaxMAX
Quoted
Advanced Tax & M&A Planning
4 Weeks Onboarding
Tailored Service Frequency
Tailored Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Employee Retirement Planning
- Annual CIQ Diagnostic
- Opportunity Report
- 529 Planning
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Advanced Tax Strategies
LifeMAX
Quoted
Comprehensive & Holistic Life Plan
6 Weeks Onboarding
Tailored Service Frequency
Tailored Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Employee Retirement Planning
- Annual CIQ Diagnostic
- Opportunity Report
- 529 Planning
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Advanced Tax Strategies
- Team-based Service Model
- Goal Mapping Process
- Forward Looking Plan (MAP)
- Expert Advisor Showroom
- Trust Planning
- Comprehensive Financial Life Plan
- Risk Mitigation
- Legal & Estate Planning
- Wealth Management & Financial Planning
Annual
Annual
TaxLITE
$1,000
Liability Planner
For W2 Employees, Gig-Economy, & Active Investors
1 Week Onboarding
Semi-Annual Service Frequency
5 Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Accountable Plan Management ($500 Add -On)
- Augusta Rule Management ($500 Add -On)
- Child W2 Labor Planning ($750 Add -On)
- Child Retirement Planning ($500 Add -On)
- Employee Retirement Planning ($500 Add -On)
TaxCORE
$2,000
Basic Planning and Management
For Business Owners & Serial Entrepreneurs
2 Weeks Onboarding
Quarterly Service Frequency
10 Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management ($500 Add -On)
- Augusta Rule Management ($500 Add -On)
- Child W2 Labor Planning ($750 Add -On)
- Child Retirement Planning ($500 Add -On)
- Employee Retirement Planning ($500 Add -On)
TaxMAX
Quoted
Advanced Tax & M&A Planning
For High-Earners, Business Sales, & Large Transactions
4 Weeks Onboarding
Tailored Service Frequency
Tailored Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Employee Retirement Planning
- Annual CIQ Diagnostic
- Opportunity Report
- 529 Planning
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Advanced Tax Strategies
LifeMAX
Quoted
Comprehensive & Holistic Life Plan
For High-wealth Individuals & Families
6 Weeks Onboarding
Tailored Service Frequency
Tailored Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Employee Retirement Planning
- Annual CIQ Diagnostic
- Opportunity Report
- 529 Planning
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Advanced Tax Strategies
- Team-based Service Model
- Goal Mapping Process
- Forward Looking Plan (MAP)
- Expert Advisor Showroom
- Trust Planning
- Comprehensive Financial Life Plan
- Risk Mitigation
- Legal & Estate Planning
- Wealth Management & Financial Planning
TaxLITE
$1,000
Liability Planner
For W2 Employees, Gig-Economy, & Active Investors
1 Week Onboarding
Semi-Annual Service Frequency
5 Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Accountable Plan Management ($500 Add -On)
- Augusta Rule Management ($500 Add -On)
- Child W2 Labor Planning ($750 Add -On)
- Child Retirement Planning ($500 Add -On)
- Employee Retirement Planning ($500 Add -On)
TaxCORE
$2,000
Basic Planning and Management
For Business Owners & Serial Entrepreneurs
2 Weeks Onboarding
Quarterly Service Frequency
10 Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management ($500 Add -On)
- Augusta Rule Management ($500 Add -On)
- Child W2 Labor Planning ($750 Add -On)
- Child Retirement Planning ($500 Add -On)
- Employee Retirement Planning ($500 Add -On)
TaxMAX
Quoted
Advanced Tax & M&A Planning
For High-Earners, Business Sales, & Large Transactions
4 Weeks Onboarding
Tailored Service Frequency
Tailored Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Employee Retirement Planning
- Annual CIQ Diagnostic
- Opportunity Report
- 529 Planning
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Advanced Tax Strategies
LifeMAX
Quoted
Comprehensive & Holistic Life Plan
For High-wealth Individuals & Families
6 Weeks Onboarding
Tailored Service Frequency
Tailored Hours Included Annually
- End of Year Optimization Session
- Tax Liability Planner Report
- Estimated Payments
- Owner Compensation Optimization
- HSA Planning
- Itemized Deduction Optimization
- Retirement Planning
- Entity Structuring Optimization
- Income Shifting & Splitting
- Accountable Plan Management
- Augusta Rule Management
- Child W2 Labor Planning
- Child Retirement Planning
- Employee Retirement Planning
- Annual CIQ Diagnostic
- Opportunity Report
- 529 Planning
- ROTH IRA Conversion Planning
- Business Exit Planning
- QSBS Planning
- Opportunity Zone Planning
- R&D Tax Credit Planning
- Advanced Tax Strategies
- Team-based Service Model
- Goal Mapping Process
- Forward Looking Plan (MAP)
- Expert Advisor Showroom
- Trust Planning
- Comprehensive Financial Life Plan
- Risk Mitigation
- Legal & Estate Planning
- Wealth Management & Financial Planning
INDIVIDUAL TAX RETURNS
PRICE
Additional Schedules
-
Form 2106 - Employee Business Expense $30
-
Form 8283 - Non-Cash Contributions $30
-
Form 4684 - Casualty Loss $30
-
Form 3903 - Moving Expense $30
-
Form 2441 - Child and Dependent Care $30
-
Home Office Computation $50
-
Schedule C (each) $200
-
Schedule D (first 5 transactions) $50
-
excess of 5 transactions (each) $10
-
Schedule E - Supplemental Income (first rental) $200
-
additional rentals (each) $100
-
Schedule F (each) $200
-
Schedule M $30
-
Schedule SE - Self-Employment Tax $30
-
Form 4562 - Depreciation & Amortization $50
-
Depreciation Schedule (each item) $10
-
Form 4797 - Sales of Business Property $50
-
Form 6252 - Installment Sale (1st Year) $50
-
subsequent years $25
-
Form 6198 - At-Risk Limitation $25
-
Form 6251 - Alternative Minimum Tax $25
-
Form 4952 - Investment Interest Expense $25
-
Form 2555 - Foreign Income $40
-
Form 1116 - Foreign Tax Credit $25
-
Form 8824 - Like-Kind Exchanges $200
-
Form 5405 - First-Time Home Buyers Credit $50
-
Home Sale Worksheets $50
-
Education Credits $25
-
Form 8958 - Allocation of Tax / Community Property States $35
-
State Tax Returns $100
-
Non-US Citizens $200
-
Extension of Time to File $25
-
Installment Agreement Request $25
-
Form 1045 - Application for Tentative Refund $200
-
Amended Returns (fees for additional forms may apply) $200
-
W-4 Computation $25
BUSINESS TAX RETURNS
PRICE
-
Business Returns (1120, 1120S, 1065): -
-
Small Filers (Under $1M Annual Revenues) $1,000
-
Medium Filers ($1M - $5M Annual Revenues) $2,000
-
Large Filers (Above $5M Annual Revenues) $3,000
-
Form 706, 709, 1041 - Estate, Gift, Fiduciary (Minimum) $300
-
Form 990 - Tax Exempt Organization (Minimum) $600
-
State LLC Return $500
-
S-Corp Election $300
-
Business Formation Package $425
-
Installment Agreement Request $25
-
Extension of Time to File $25
-
Installment Agreement Request $25