Tailored Tax Expertise with Honest Pricing
Taxes don’t have to be your LARGEST expense
We take the time to understand you and your business to offer the most effective support for your growth. We strive to provide fixed fees whenever possible and offer clear pricing ranges for custom work, ensuring fairness and transparency in all our services. Talk to one of our tax advisors for a detailed, customized package tailored to your needs.
Plans Starting at $1,285 annually* These are starting price reference points that are subject to change based on the scope of work. Final pricing will be confirmed with the engagement letter or upon completion of work.
- Individual Tax Advisory
- Business Tax Advisory
Initial Planning Phase
Kick-Off Call
Review Prior Tax Return
Accounting System Review
Two Advisory Calls
Strategy Blueprint
Individual Tax Return Preparation & Planning
Annual 1040 Federal & State
Preparation/Compliance & Schedules
W-2 Statements
1099s Retirement, Interest and Dividend Income
K-1s
Basic Itemized Deductions
Schedule C or E
Tax Planning Consultation
A detailed, customized tax plan that outlines the identified strategies and quantifies the expected savings.
Audit Protection ($1 Million Tax Audit Defense)
With the guidance of our experienced EAs and CPAs, we’ll efficiently resolve any tax notice, audit, or inquiry you may receive. We can handle all the communication with the taxing authority, collect and organize all documents for response.
Tax Strategy Roadmap
Diagram & Guide the implementation of your personalized plan.
Ongoing Support Phase
Check-In Calls
Dedicated Tax Analyst
M-F 9 am to 5 pm MST
Email Support
Email support is provided at no additional charges incurred within your engagement term. We strive to reply to all emails within 48 business hours.
Tax Return Review
Strategic Tax Planning ¹
On-demand calls ²
Calls w/ 3rd parties ³
Document Review ⁴
IRS Letter Support ⁵
Quarterly Tax Estimates ⁶
Tax Projections ⁷
Advisory
Choose this plan
1-2
+250* per Schedule
+250
Annually
Chat Support – 48-72 hr Response Time
Pre-recorded Video Review
Hourly
Hourly
Hourly
Hourly
Advisory Plus
Choose this plan
Day 1 – 45
2-4
Annual
Quarterly
Email Support & Scheduled Conference Calls – 24-48 hr Response Time
Zoom Call
Hourly – 25% off
Hourly – 25% off
Hourly – 25% off
Advisory Pro
Choose this plan
4+
Quarterly
Monthly
On-demand Email and Phone Support – 24 hr Response Time
Zoom Call
Initial Planning Phase
Kick-Off Call
Review Prior Tax Return
Advisory Calls
Accounting Review
Strategy Blueprint
Business Tax Advisory
Annual 1120/1065/1120s Federal & State
Preparation/Compliance & Schedules
Annual 1040 Federal & State
Preparation/Compliance & Schedules
Tax Planning Consultation
A detailed, customized tax plan that outlines the identified strategies and quantifies the expected savings.
Audit Protection ($1 Million Tax Audit Defense)
With the guidance of our experienced EAs and CPAs, we’ll efficiently resolve any tax notice, audit, or inquiry you may receive. We can handle all the communication with the taxing authority, collect and organize all documents for response.
Tax Strategy Roadmap
Diagram & Guide the implementation of your personalized plan.
Additional Services Offered
Quarterly Books Review
Bookkeeping – Financial Reporting
Payroll – Filing of 940/941s
Reasonable Compensation
Analysis and Calculation
Accountable and
Health Reimbursement Policy
Ongoing Support Phase
Check-In Calls
Email Support
Email support is provided at no additional charges incurred within your engagement term. We strive to reply to all emails within 48 business hours.
Strategic Tax Planning 1
On-demand calls 2
Calls w/ 3rd parties 3
Document Review 4
IRS Letter Support 5
Quarterly Tax Estimates 6
Tax Projections 7
Advisory Plus
Choose this plan
2-4
Annual
Day 46 – 365
Semi-Annually
Hourly – 25% off
Hourly – 25% off
Hourly – 25% off
1 Although our team has significant real estate tax expertise and experience with a wide array of real estate situations, we have subscriptions to professional grade research software and publications that provide access to tax court cases, case studies, and advice from other practitioners to help navigate uncommon or complex situations that you may encounter.
2 On-Demand Calls are generally brief calls between you and your Advisor to discuss an issue that might be better discussed via phone rather than a back and forth conversation via email.
3 These include calls and meetings we need to attend with attorneys, insurance brokers,financial planners, cost segregation professionals, and 1031 exchange qualified intermediaries.
4 This includes time we spend reviewing loan agreements, operating agreements, subscription agreements, option agreements, lease agreements, and proformas.
5 IRS support means that we’ll review and prepare a written response to letters received from the IRS or state related to your income tax position. If you are being audited by the IRS or state, or if you need us to call the IRS on your behalf to work through a notice
you’ve received we can provide assistance at an hourly rate.
6 If our firm is preparing your personal tax return we’ll provide you with vouchers that include quarterly estimated tax payments for the following year based on the IRS safe
harbor to help you avoid underpayment penalties and interest. However if you run a business or are liquidating real estate for a substantial gain, tax estimates can provide a more accurate estimate of the taxes you’ll actually owe in April of each year.
7 While tax estimates determine the tax you’ll owe based on your actual facts and circumstances, tax projections estimate the potential tax consequences of various hypothetical scenarios including engaging in business activities, using a certain strategy to minimize taxes on active income to determine potential ROI, or determine the ideal exit strategy for a property.