Simple, Transparent Engagement
We offer flexible engagement models designed to match your needs and maximize your tax savings. Our fees are always transparent and aligned with your success.
One-Time Assessment
Starting at $2,500
Perfect for understanding your eligibility and potential tax savings
- Comprehensive tax situation review
- Eligibility verification
- Tax savings projection
- Strategy recommendations
- 30-minute consultation
Full-Service Coordination
Fixed Engagement Fee
Complete implementation and ongoing support for maximum tax savings
- Everything in Assessment
- White-glove implementation
- CPA coordination
- Documentation preparation
- Ongoing strategy optimization
- Annual review and updates
Partner Program
Revenue sharing model
For CPAs, RIAs, and attorneys serving high-net-worth clients
- White-label solutions
- Client implementation support
- Marketing materials
- Training and certification
- Dedicated partner support
- Competitive revenue sharing
How Our Fees Work
Education & Coordination
Our fees cover the education, analysis, and coordination of tax strategies. We work alongside your existing CPA or tax professional, never replacing them. Our role is to bring sophisticated strategies to your tax planning that your CPA can implement.
Fixed Engagement Fee
For comprehensive engagements, we work on a straightforward flat-fee basis. This approach ensures clarity and predictability—your investment is defined upfront, regardless of the outcome. It reflects the premium nature of our service and allows us to focus entirely on delivering the best possible strategy without tying compensation to variables outside of our control.
No Hidden Costs
All fees are clearly outlined in your engagement agreement. There are no hidden costs, surprise charges, or ongoing fees unless you choose ongoing support. Independent appraisals and third-party costs are disclosed upfront.
The Value We Deliver
Our clients typically save 10-20x our fees in the first year alone.
$250K
Average Annual Savings
15:1
Typical ROI
4-6 weeks
Implementation Time
100%
CPA Approved
Common Questions
When do I pay?
For assessments, payment is due upon engagement. For full-service coordination, fees are typically due upon successful implementation and realization of tax savings.
What if I don't qualify?
If our assessment determines you don't qualify for our strategies, we'll refund your assessment fee in full. We only want to work with clients who can benefit significantly.
Do you replace my CPA?
No. We work alongside your existing CPA or tax professional. Our role is to bring sophisticated strategies to your tax planning that your CPA can implement.
Are there ongoing fees?
Only if you choose ongoing support. Most clients engage us for one-time implementation with optional annual reviews.
Ready to Get Started?
Schedule a call to discuss your situation and see how we can help reduce your tax burden.