Transparent Pricing, Massive ROI
Most clients save 10-20x our fees in the first year alone. Here's exactly what you pay and what you get.
Three Ways to Work With Us
Choose the engagement model that fits your needs and timeline.
Strategy Assessment
Complimentary for qualified clients
Perfect for "just show me what's possible"
- Comprehensive tax situation review
- Eligibility verification & risk assessment
- Tax savings projection (conservative ranges)
- 2-3 specific strategy recommendations
- 45-minute consultation to explain everything
- Written report you can take to your CPA
Best for: People who want to know options before committing, or who plan to implement with their own team
Full Implementation
Fixed fee, quoted upfront
Complete soup-to-nuts service
- Everything in Assessment, plus:
- White-glove implementation & execution
- All CPA coordination & communication
- Independent appraisal coordination
- All documentation preparation & filing packages
- Multi-year carryforward planning
- Year-end filing support for your CPA
- First-year optimization review
Best for: People who want results without hassle. We handle everything.
Annual Retainer
Custom pricing based on needs
Ongoing optimization & strategy
- Everything in Full Implementation, plus:
- Ongoing year-round optimization
- Quarterly strategy reviews
- Real-time tax planning for major decisions
- Multi-entity coordination
- Estate & succession planning integration
- Priority access & white-glove service
- Dedicated strategist relationship
Best for: High-complexity situations, multiple entities, or people who want ongoing strategic advisory services
What's Actually Included
Transparent breakdown of what you pay for.
Included in Our Fees
- ✓All strategy design & modeling
- ✓CPA coordination & communication
- ✓Document preparation & review
- ✓Execution management & timeline control
- ✓Filing package preparation
- ✓First year of support & questions
- ✓Secure portal access
- ✓All revisions & adjustments
"Why Does This Cost So Much?"
Fair question. Here's what actually goes into a typical engagement:
Total: 50-75+ hours of specialized work
Spread across 6-8 weeks of calendar time
Effective hourly rate: $240-$330/hour for specialized tax strategy work
(Big 4 firms charge $500-$800/hour for similar expertise)
Common Questions About Pricing
The Real Question Isn't "Can I Afford This?"
It's "Can I afford NOT to do this?"