Tax Planning
Complex Finances Require Advanced Tax Strategy.
Planning Engagements
Year-End Tax Planning: $2,999.99
Comprehensive Tax Planning: Starting at $8,999.99
A $299.99 onboarding consultation is required before advanced tax planning begins. This fee covers your discovery session and is not applied toward the cost of a tax planning engagement. Prefer to ask questions first? Book a Pick My Brain Session for $149.99 plus tax.
A smarter path to
tax strategy
Advanced tax planning requires more than a seasonal checklist. We begin with discovery, evaluate your financial position, business interests, and long-term objectives, then determine the level of strategy required to support more informed tax decisions.
What to Know Before You Begin
Advanced tax planning may be appropriate for high-income individuals, business owners, entrepreneurs, and taxpayers whose income, assets, business interests, or long-term financial goals require deeper analysis and more sophisticated strategy.
Proactive tax planning should be considered before major financial decisions are finalized, particularly when income changes, business transactions, entity decisions, investments, asset sales, or other significant events may affect your tax position.
Tax preparation focuses on accurately reporting transactions and financial activity that have already occurred. Tax planning is forward-looking and evaluates decisions, timing, structure, and potential tax impact before key actions are taken.
Yes. Elite 8 Tax Relief & Business Advisors provides advanced tax planning for business owners whose income, business interests, financial decisions, and long-term objectives require deeper analysis and customized strategy.
The Discovery Session is a 2-hour onboarding consultation designed to determine whether advanced tax planning is appropriate for your financial position, business interests, and long-term objectives. During the session we review your current circumstances, identify planning opportunities, discuss the level of strategy required, and outline the appropriate next step.
No. While year-end planning can address time-sensitive opportunities before the close of the tax year, comprehensive tax planning may evaluate decisions and tax impact across multiple years.
No. The Discovery Session is designed to give you clarity on whether advanced tax planning makes sense for your situation. There is no obligation to proceed with any additional services after the session.
Book a Pick My Brain Session for $149.99 plus tax. During this one-hour consultation, we can discuss your goals, concerns, and whether proactive tax planning makes sense for you. If you move forward with Tax Planning, the consultation fee will be credited at the end of your bill.
Real Clients, Real Impact.
Give Tia a call
Speak directly with Tia to get answers to your questions and schedule your consultation. She's here to listen, explain your options, and guide you toward the right next step.
your questions
your options
eligibility
consultation
next steps
with our team
Professional Credentials, Certifications & Affiliations
Our professional credentials, ongoing education, and industry affiliations reflect our commitment to high standards across tax representation, accounting, and business advisory.
