Early Access Pricing Ends Soon

Our regular pricing returns in November. The earlier you book, the more you save — and the more time you'll have to implement powerful tax strategies before year-end.

PRICING PLANS

Choose the package that fits your needs. All packages show transparent monthly pricing below.

Legacy Growth Package

$5,999

Starting at $3,749 (June pricing)

Focus: Tailored for large-scale real estate investors and high-income business owners earning $1M+ annually, managing $5M+ in assets, or owning 8+ rental properties or entities.

Three Meetings with a Tax Strategist (up to 1 hour each) for advanced planning and implementation within 90 days
Advanced Tax Strategy Design: Tailored for multi-entity structures, real estate optimization, and wealth building
Proactive Year-End Planning: Focused on minimizing tax liability and maximizing deductions
Customized Tax Deduction Tracker: Tailored to the client's business or industry
Priority Access: Fast responses to ongoing tax or strategy questions

Starting at $3,749 (June pricing)

Accelerator Plan

$4,199

Starting at $2,599 (June pricing)

Focus: Designed for real estate investors and small business owners earning $250K+ annually, managing $1M+ in assets, or owning 4 to 7 rental properties or entities.

Entity Restructuring Plan: Guidance on optimizing or setting up new entities for tax benefits
Retirement & Investment Strategy Recommendations: Tailored advice for tax-advantaged options (e.g., Solo 401(k), SEP-IRA)
Expense Review: Identification of missed deductions or savings opportunities
Two Meetings with a Tax Strategist (up to 1 hour each) for refining and implementing strategies within 45 days

Starting at $2,599 (June pricing)

Tax Essentials Blueprint

$2,499

Starting at $1,497 (June pricing)

Focus: Foundational tax strategy for real estate investors and small business owners making $250k or less a year and less than $1M in assets and less than 4 rentals or entities.

Comprehensive Tax Strategy Session (1-2 hours)
Personalized Tax Plan: Delivered as a detailed PDF report with actionable strategies in your Trifecta
Prior Year Tax Return: Review looking for missed strategies and asset in building your Trifecta
One Follow-Up Communication through our secure portal within 45 days of the session
Entity Review: High-level recommendations for tax optimization

Starting at $1,497 (June pricing)