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)

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)

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