TAX PLANNING PRICING
Tax Planning Pricing
Tax planning is customized to your financial situation. We'll design a strategy that saves you money — and give you a clear quote before we start.
Quarterly Tax Planning
Proactive reviews every quarter to optimize your tax position and avoid surprises at year-end.
Income & Deduction Strategy
Timing income recognition and deductions to minimize your total tax burden across years.
Entity Structure Review
Evaluate whether your current business structure (LLC, S-Corp, C-Corp) is the most tax-efficient.
Custom-Quoted to Your Needs
Tax planning engagements are quoted based on the complexity of your financial situation — income sources, entity structures, investments, and goals. Most engagements range from $300 to $1,500 depending on complexity — from a one-time strategy session to ongoing quarterly advisory. Your exact quote is confirmed before we begin.
What Tax Planning Covers
- Personalized tax projection & scenario modeling
- Estimated tax payment calculations
- Retirement contribution optimization
- Capital gains & loss harvesting strategies
- Year-end planning consultation
- Coordination with your tax return preparation
When Should You Consider Tax Planning?
Tax planning is most valuable when you're experiencing:
- A significant increase in income or a major life event
- Starting, selling, or restructuring a business
- Receiving stock options, RSUs, or equity compensation
- Approaching retirement and optimizing withdrawals
- Owning rental properties or investment portfolios