Services
We provide tax strategy, business exit advisory, and financial ecosystem integration for professionals and business owners at every stage. Whether you need expert tax filing or comprehensive wealth planning, you get the same level of expertise—just different levels of depth and engagement.
Every engagement is intentional, collaborative, and designed to scale with your complexity. Whether you’re seeking efficient tax filing, structured financial guidance, or a comprehensive review that includes legacy and estate considerations, our services are built to meet you where you are — and grow with you over time.
Foundation Services
For individuals and small business owners who want expert tax planning without ongoing advisory
Starting at $700;
Single-Member LLC (Schedule C) Starting at $1,200;
Corporate & Partnership Filings (1120, 1120-S, 1065) Starting at $2,500
Complete federal and state tax preparation with strategic deduction optimization. Designed for W-2 employees, service professionals, real estate agents, and individuals with straightforward business income.
What's included:
- Tax preparation and filing
- Multi-year tax projection
- Deduction optimization review
- Year-round email support
- IRS audit representation if needed
Best for: Teachers, nurses, firefighters, contractors, small business owners with straightforward returns.
Used to determine fit, scope, and appropriate service level.
Strategic Tax & Financial Consulting
Starting at $7,000
Proactive tax planning with quarterly strategy sessions for business owners and investors. Goes beyond annual filing to optimize entity structure, coordinate with advisors, and plan multi-year tax strategy.
What's included:
- Everything in Foundation tier
- Quarterly planning sessions (4 per year)
- Entity structure optimization (LLC, S-corp, partnership review)
- Retirement account strategy (SEP-IRA, Solo 401k, etc.)
- Estimated tax planning and management
- Coordination with your financial advisor and attorney
Best for: Business owners with $150k+ revenue, real estate investors with 2+ properties, professionals with multiple income sources.
Used to determine fit, scope, and appropriate service level.
Business Exit Advisory Section
For business owners planning to sell within 1-5 years. Direct buyer connections, no broker fees, tax-optimized structuring.
Headline: Business Exit Services
Price: Starting at $15,000
Specialized service for owners of service and real estate businesses planning an exit. We connect you directly to vetted GP buyers, eliminating broker fees (saving $200k-$500k on typical transactions) while optimizing deal structure for minimum tax liability.
What's included:
- Independent business valuation coordination
- Direct introduction to vetted buyers in our GP network
- Tax-optimized sale structuring (Form 8594 expertise)
- Multi-scenario modeling (asset sale vs stock sale, earnouts, etc.)
- Post-sale wealth planning
Target businesses: Dental practices, senior living facilities, hotels/motels, data centers, daycare centers, construction companies, logistics firms ($1M-$50M revenue range).
Why this matters: Save $200k-$500k in broker fees + $100k-$500k in tax optimization = $300k-$1M in additional after-tax proceeds.
Comprehensive Wealth & Legacy Advisory
Starting at $17,000
Deep, high-touch engagement for individuals and families managing significant complexity or major transitions. Includes comprehensive tax and financial review, multi-year planning, estate coordination, and joint meetings with your bankers, advisors, and attorneys.
Scope includes:
- 4-12 hours of focused strategic work
- Multi-year tax and wealth modeling
- Entity and ownership structuring
- Estate and trust planning coordination
- Family wealth transition planning
- Access to our vetted GP and advisor network
Best for: Net worth $1M+, families planning wealth transfer, business owners preparing for exits, professionals with complex compensation (RSUs, stock options, etc.)
Availability is limited. Fit is confirmed before proceeding.
Elite/Concierge Services
High Level Financial Strategy Intensive
3-day elite strategy | $10,000
A focused, high-impact engagement to establish clarity, structure, and direction across your financial life. We coordinate tax strategy, entity planning, and trust considerations with vetted professionals so decisions are intentional, defensible, and aligned.
The Problem: You have various accounts, entities, and advisors, but no one has looked at how they work together in years.
What we do: A 3-day technical audit of your current tax and legal structure. We find the gaps where you are overpaying or exposed.
The Result: A definitive 12-month roadmap. You’ll know exactly what to change, what to keep, and why.
Outcome: Reduced uncertainty, increased confidence, and a clear strategic roadmap.
Next-Gen Wealth Mentorship
2–5 day intensive | $25,000+
Designed for young, high-earning individuals navigating sudden wealth. We establish structure, tax discipline, asset protection, and decision frameworks to prevent costly mistakes and long-term damage.
The Problem: Your income has scaled faster than your infrastructure. Without a system, high earnings often lead to high waste.
What we do: We build a professional framework for your money. This includes automated tax reserves, entity protection for your brand, and a "gatekeeper" process for new investments.
The Result: You transition from "someone making a lot of money" to a business owner with a protected legacy.
Outcome: Confidence, discipline, and a mature financial foundation early in life.
Premium Debt & IRS Resolution
1–5 day tailored resolution | $15,000+
A guided resolution experience for IRS and high-risk debt matters. We lead strategy, coordinate attorney involvement, and manage communications to protect assets and reduce exposure—without panic or guesswork.
The Problem: Tax or debt issues are a distraction you can’t afford. You need a buffer between you and the IRS.
What we do: We take over all correspondence. Our legal team leads the negotiation to protect your assets and settle the liability on the best possible terms.
The Result: The problem is managed by professionals so you can go back to running your life.
Outcome: Calm, control, and professional insulation from financial threats.
Executive Wealth & Tax Optimization
7-day immersive wealth | $35,000
An end-to-end optimization of personal and entity finances, estate structure, and tax exposure. Designed to eliminate blind spots, align advisors, and create cohesion across complex financial systems.
The Problem: Most CPAs look backward at last year. You need a strategy that looks five years ahead.
What we do: We integrate your business structure, personal estate, and tax filings into one optimized system. We stop the "leakage" that happens when your advisors don't communicate.
The Result: A lean, tax-efficient financial operation that runs itself.
Outcome: Lower stress, fewer unknowns, and a unified strategy built for long-term security.
Legacy & Family Governance
10–14 day fully curated | $75,000+
A comprehensive legacy design process covering inheritance structure, gifting, philanthropy, heir education, and family dynamics. Includes specialist coordination to align wealth with values and capability.
The Problem: Wealth can ruin a family if there isn't a plan for the people, not just the money.
What we do: We draft the family "rules" for wealth access and educate your heirs on how to manage what they will eventually inherit.
The Result: Your wealth becomes a tool for family stability rather than a source of conflict.
Outcome: Reduced family conflict, intentional wealth transfer, and generational clarity.
Platinum Ultra-Exclusive
Multi-month customized concierge | $250,000+
Ongoing, high-discretion financial life management. We oversee strategy, coordinate specialists, manage complexity, and act as your central decision guide in an increasingly noisy and risky financial world.
The Problem: Your life is too complex for a standard firm. You need a dedicated "Chief of Staff" for your money.
What we do: Full-scale management of your financial life. We coordinate every specialist, handle every major transaction, and ensure absolute privacy.
The Result: You get your time back. We handle the complexity; you make the final decisions.
Outcome: Maximum peace of mind, minimal cognitive burden, total confidence.
Not Sure Which Tier Fits Your Situation?
Book a free 30-minute consultation and we'll give you honest guidance on the right level of service for your needs—even if that means pointing you elsewhere.