Tax Planning
What You Don't Plan For, You Pay For.
A smarter path to
tax strategy
Advanced tax planning requires a clear picture of where you stand before strategy can begin. We start with discovery, assess your full financial position, and design a plan built specifically for you.
Things To Know
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.
The Discovery Session fee is $299.99. This covers the onboarding and discovery session only — it is not a deposit and will not be applied toward the cost of a tax plan.
Based on your situation, we will recommend the appropriate level of engagement. Year-end tax plans are $2,999.99. Comprehensive tax planning engagements begin at $8,999.99 and are designed to evaluate decisions and tax impact across a four- to five-year period.
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.
Once your $299.99 session fee is submitted, you will be directed to our calendar to select your appointment time. Use the payment link on this page to schedule your consultation.
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.
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