The total pricing for our Tax Strategy 365 service is $5,000.

We understand that investing in your financial education is a big decision, so we offer the flexibility of two monthly payments to make it more manageable for you or a monthly subscription payment option. This way, you can spread out the cost while still gaining access to all the valuable content and resources that the service has to offer.

Review of prior year returns

Review of current legal structure

3- 1 hour Tax Planning call w/a member of our team

Weekly Office Hours/Ask me anything w/Ryan

Access to modules/templates that aren't available anywhere else

Unlimited Email Support

Full transparency and guidance on your tax plan/situation for the year

Tax strategy and tax preparation are separate services with separate pricing.

That being said, if you're a tax strategy client, you'll get access to special pricing on your tax return preparation.

For tax strategy clients, tax preparation starts at $2,000.

Without an active tax strategy package, tax preparation starts at $4,000.

We understand we may not be the lowest priced option around.

However, unlike most CPAs who simply prepare and file tax returns and never give any advice on how to improve your tax situation, we will be providing you with advice on how you can best take advantage of the tax code to minimize your tax bills and have the peace of mind that you’re not missing out on major tax-saving opportunities.

Additionally, most CPAs are generalists and aren’t even aware of all the opportunities, and in some cases, we’ve found they may actually be costing you money - making them not so cheap after all!

We are a 100% virtual organization with members across the United States.

We do provide audit support for an additional hourly fee.