PRICING PLANS
Choose the package that fits your needs. All packages show transparent monthly pricing below.
Legacy Growth Package
Starting at $3,749 (June pricing)
- 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
Accelerator Plan
Starting at $2,599 (June pricing)
- 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
Tax Essentials Blueprint
Starting at $1,497 (June pricing)
- 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
PRICING PLANS
We believe in complete transparency. See exactly what each month costs and make an informed decision about when to book.
Accelerator Plan
Designed for real estate investors and small business owners earning $250K+ annually
💡 Why Book Earlier?
June bookings get the lowest pricing AND the most strategy development time.
More Implementation Time
June = 5+ months to execute strategies
November = 2 months rushed implementation
Significant Savings
Save $502-$2,250 by booking early
vs waiting until November
Better Results
More planning time = more sophisticated
tax strategies and better outcomes