Designed for business owners and real estate investors earning $250,000+ who want clarity, structure, and smarter tax decisions—without guesswork.
$350 | Home Sale Tax Education
A focused, educational review designed for homeowners planning to sell—or who have recently sold—and want to understand their capital gains tax exposurebefore making costly decisions.
Education on how capital gains taxes work when selling a primary residence or investment property
Review of potential exclusions, adjustments, and planning considerations
Identification of missed opportunities that could increase your tax bill
Strategic timing considerations before or after a sale
Pre-review questionnaire focused on the property and ownership history
Education on:
Primary residence exclusion concepts
Cost basis and improvements
Ownership and use rules
Timing and planning considerations
Estimated capital gains exposure range (educational, not filing advice)
3–5 strategic action items to discuss with your tax professional before closing
Best for:
Homeowners, high-equity sellers, and real estate investors who want clarity on capital gains before listing, selling, or closing escrow.
$550 | First-Time Clients
A high-level educational strategy session designed to uncover missed opportunities and give you immediate direction.
Education on key tax leverage concepts used by high-income earners
Overview of how your income, expenses, and structure impact your tax exposure
Identification of high-impact opportunities you may be missing
Clear explanation of which strategies may apply to your situation
Pre-call questionnaire to understand your income sources and goals
Walkthrough of key tax drivers for $250K+ earners
3–5 tactical action items you can implement immediately
Next-step guidance on what to prioritize and what to ignore
Best for:
Business owners or investors who want clarity, education, and a starting roadmap before committing to deeper planning.
$750 | Advanced Planning Session
A deeper, more personalized strategy session for clients who want detailed insight into their numbers, structure, and long-term planning opportunities.
In-depth review of your Profit & Loss statement
Review of your most recent tax return
Education around entity structure, compensation, and distributions
Identification of structural inefficiencies and red flags
Real estate and investment tax considerations (if applicable)
Forward-looking planning based on income trajectory
Comprehensive pre-call intake and document review
Review of:
P&L statement
Prior-year tax return
Current business structure and income streams
Customized tax strategy education roadmap
5–8 prioritized action steps mapped by impact and timing
Guidance on what to implement now vs. later
Coordination guidance for working with your CPA, tax preparer, or attorney
Best for:
Established business owners and investors who want strategic clarity, smarter structure, and a plan aligned with long-term wealth building.
No results match your search. Try removing a few filters.
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!