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We're Here For You!

Our goal is to ensure you pay the least amount in taxes as legally possible and we have various options to have us join you on this journey!

Tax Minimization Program (Bronze)

$99/m

Do-It-Yourself

  • Library of Tax Strategies, Implementation Guides, Videos, Downloads, etc.
  • Stress Free Bookkeeping Training Program
  • Ask A Pro - Unlimited email access to our team, it is like having an accountant in your back pocket!
  • Monthly Group Trainings
  • Private Facebook Group
  • Partner Directory
Sign-Up Now

Custom Tax Planning (Silver)

Starting at $329/m

Plus: Upfront Investment

Formal Tax Plan + Implementation

  • Kick-Off Call (Review Prior Tax Return and Accounting System Review)
  • Plan Design and Delivery
  • Two Advisory Calls (Implementation)
  • Strategy Roadmap

On-Going Maintenance

  • Email Support
  • Twice Yearly Strategy Calls
  • Access to Tax Minimization Program Features
Book a Call

Custom Tax Planning (Gold)

Starting at $679/m

Plus: Upfront Investment

Everything in Bronze and Silver PLUS:

  • Email and Phone Support
  • Call w/ Your Financial and Estate Team
  • Quarterly Strategy Calls
Book a Call

Want More?

Looking for a full service accounting firm on your team We work with a partner firm that has packages offering:

  • Full Service Bookkeeping
  • Tax Preparation
  • Payroll
  • CFO Services
  • and so Much More! 

Connect with them now so we can design a package that fits your specific needs!

Book a Call w/ Our Partner