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What We Offer

Foundational Tax Planning

Included

  • Review & analysis of the prior three years of tax returns

  • One 60-minute tax planning session

  • One comprehensive tax planning report, including:

    • Recommended tax strategies

    • Implementation steps to support ongoing compliance

    • Supporting authority for each recommended strategy, including applicable Internal Revenue Code citations and relevant court cases

  • One 30-minute year-end review

  • Unlimited email support throughout the engagement

Foundational+ Tax Planning

Included

  • Review & analysis of the prior three years of tax returns

  • One 60-minute tax planning session

  • Additional 2-hours of meetings

  • One comprehensive tax planning report, including:

    • Recommended tax strategies

    • Implementation steps to support ongoing compliance

    • Supporting authority for each recommended strategy, including applicable Internal Revenue Code citations and relevant court cases

  • One 30-minute year-end review

  • Unlimited email support throughout the engagement

Quarterly Tax Planning

Included

  • Review and analysis of the prior three years of tax returns

  • Initial 90-minute kickoff call

  • Review of short-term and long-term goals

  • Initial strategy discussion and implementation steps

  • Four quarterly strategy sessions

  • Bookkeeping review

  • One tax planning report outlining recommended strategies and implementation steps to support compliance

  • 30-minute year-end review

  • Strategy-related document templates, where applicable

Enterprise Tax Planning

Included

  • Review and analysis of the prior three years of tax returns

  • One initial 90-minute tax planning session (may be divided into multiple sessions based on the client's availability)

  • Unlimited strategy sessions throughout the 12-month engagement

  • Comprehensive Tax Planning Report outlining recommended strategies and implementation steps

  • Assistance with implementing tax planning strategies, including document preparation and customized templates where applicable

  • Technical support for all recommended strategies, including relevant Internal Revenue Code references, Treasury Regulations, court cases, and IRS guidance, where applicable

  • Up to three mid-year tax projections

  • Ongoing proactive tax planning with a focus on both short-term opportunities and long-term, multi-year tax strategies

  • Dedicated Enterprise Calendly scheduling link with priority booking, including next-business-day appointment availability whenever possible