Advisory Services
Our advisory services are built to help you make smarter decisions and keep more of what you earn. Through proactive tax planning, strategic consulting, and specialized advisory support, we partner with you to reduce risk, uncover savings opportunities, and guide long-term financial and business growth.
Pricing Transparency Notice
All prices shown are starter rates. Final fees may vary based on complexity, scope, and timing. A personalized quote is provided after a free consultation.
Tax Planning & Strategy
Tax Mitigation & Planning
✓
Proactive strategies to minimize tax liability and identify savings opportunities year after year.
Starter Pricing:
- Prices Start Annually at $7,500
Specialized & Niche Tax Advisory
✓
Tailored guidance for complex or unique tax situations.
Includes:
Advanced Tax Strategies:
- Amended Returns & Back Taxes ($1,200)
- Multi-State or International Tax Compliance (varies)
- Estimated Payments Planning ($500)
- 1099 & Contractor Compliance ($400/hour)
- 1031 Exchanges (Real Estate): varies
- Cost Segregation Studies: varies
- R&D Credit Consulting: varies
- High-Net-Worth & Complex Tax Planning: varies
- Exotic Wildlife
- Oil & Gas
- Charitable Strategies
Business Advisory Services
Business Consulting & CFO Advisory
✓
Strategic guidance to improve cash flow, profitability, and scalability.
Starter Pricing:
- Business Consulting & CFO Advisory - Starter Pricing: Project-Based Fee ($7,500 annual minimum)
- New Business Formation - Starter Pricing: $3,000
New Business Formation
✓
Entity selection and formation guidance from start to finish.
Starter Pricing:
- See Startup Package