Tax planning & advisory
A projection of where you stand, a clear view of your options, and time to act on them. As a single session, a quarterly plan, or a year-round relationship.
The planning year
If you’re self-employed, own a business, or have income without withholding, you generally pay tax during the year through quarterly estimates. We calculate them from a projection of your actual year and apply the prior-year safe-harbor rules where they help.
Ways to plan
Fixed fee
A focused 60-minute working session with a written summary. Credited toward a one-time planning or setup service signed within 60 days after your session.
Fixed fee
A current-year projection and a schedule of what to pay each quarter.
Ongoing · Billed monthly
Three levels: Individual $200/month, Business Owner $400/month, and Advanced from $750/month. Initial tax review and projection included.
Year-Round Tax Advisory
Pick the level that matches your situation. The fit check confirms it before you enroll, and Advanced is scoped with you on a call.
Start with a fit check
$200/mo
For a salaried individual or household, living and earning in one state.
Start with a fit check
$400/mo
For a household with one business: a Schedule C, a single-member LLC or a one-owner S-Corp, in one state.
Requires organized business records. The quarterly salary check isn’t a full Reasonable Compensation Analysis, and the entity review isn’t an S-Corp Election Analysis.
Quoted after a free Intro Call
From$750/mo
For several entities, more than one state or country, significant equity compensation, or a major transaction.
Covered entities, jurisdictions and planning topics are listed in your engagement letter. U.S. tax matters only.
Every level includes an initial tax review and projection. Month-to-month, billed in advance; cancel anytime by message in your client portal or by email. Your level, scope or fee changes only with your written agreement. A short question takes about 15 minutes or less; research, calculations and document reviews are scoped separately. Check-ins are scheduled around your own deadlines; one becomes available for each three months you’ve paid (two at Advanced), and unused check-ins lapse. Between mid-February and April 15 they cover deadline matters only. Partial months aren’t refunded, but if you cancel in your first month before we send your initial tax review and projection, we refund your first payment in full.
Not included at any level: tax-return preparation, bookkeeping, payroll administration, representation, and legal or investment advice.
Who it’s for
We agree on a scope and a check-in rhythm that fits your situation, and adjust as the year unfolds.
Typical situations
What planning covers
FAQ
A focused 60-minute session by Zoom on the questions that matter most right now, with a short review of what you share beforehand and a written summary of recommendations, which we aim to send within 3 business days. The fee is credited toward a one-time planning or setup service signed within 60 days after your session (not toward returns or monthly services).
If you are self-employed, own a business, or have income without withholding, you generally need to pay tax during the year through quarterly estimated payments. We calculate them from a projection of your actual year and apply the prior-year safe-harbor rules where they help.
Scope, meeting cadence and communication expectations are defined in your engagement letter, and fees are billed monthly in advance. Tax return preparation is priced separately.
The Intro Call is a free conversation to understand your situation and recommend the right service and fee. It isn’t tax advice or a tax consultation, and no client relationship begins until you sign an engagement letter. If you’d like professional advice right away, a Tax Strategy Session ($300) is the place for it.
Start with a conversation
A free Intro Call is a conversation about your situation and the right service for it. Scope and fee are confirmed in writing before any work begins.
Tax Planning
Tell us what you’re trying to solve, and we’ll point you to the right service.
