Comprehensive Consult

Whether you're starting a business, diving into real estate investing, or trying to get control of a financial mess, our Comprehensive Consult is the perfect place to begin. During this session, we’ll review your tax returns, assess your current financial situation, and discuss your goals and challenges.

From there, we’ll reverse-engineer a customized plan to maximize your tax savings and set you on the path to financial success. This isn’t just a consultation—it’s the foundation for your next steps, tailored specifically to your needs. Let’s map out a smarter financial future together.

Pricing Plans

Legacy Growth Package

$4,999

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. This package provides advanced tax planning strategies to help real estate investors scale their portfolios and business owners optimize their operations, build wealth, and achieve long-term financial success.

  • Three Meetings with a Tax Strategist (up to 1 hour each) for advanced planning and implementation within 90 days of the initial session.

    • Note: Ongoing monthly strategy clients receive unlimited clarifications on previously discussed strategies as part of their package.

  • 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

$3,499

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. This plan offers a scaled-up strategy for clients ready to grow their portfolio or take their business to the next level.

  • 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 of the initial session.

    • Note: Ongoing monthly strategy clients receive unlimited clarifications on previously discussed strategies as part of their package.

Tax Essentials Blueprint

$1,999

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 (if time remains from the session).

    • Note: For clients enrolled in our ongoing monthly strategy sessions, follow-ups are included as part of their package and not limited to this timeframe.

  • Entity Review: High-level recommendations for tax optimization.

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