Find a Plan that works for you!
Our service offerings for individual taxpayers are designed to keep you compliant with all U.S. federal and state filing obligations, as well as save you taxes each year and put more money in your pocket.
Whether you’re just looking for assistance with preparing your annual income tax returns, or seeking a more comprehensive, proactive approach to minimizing your tax burden, we can help you every step of the way.
We offer straightforward fees with no hidden costs or hourly billing surprises.
Essential
Everything you need to keep current and compliant with your individual federal & state tax filing obligations.
This package is suitable for most taxpayers seeking to timely and accurately filed their annual taxes.
$100
per month*
*$1,200 Billed Annually
✓
Year-round tax advice & support
✓
Review prior year tax returns to check for accuracy & missed deductions, tax credits, elections, or disclosures.
✓
Preparation of one (1) individual federal tax return with all required states (e.g., Form 1040 or Form 1040-NR) including all U.S. domestic related disclosures and forms*
✓
Year-end one hour consultation to discuss tax planning strategies
Comprehensive
A package designed to help taxpayers stay compliant & implement simple strategies to lower their annual tax bill.
This package is most suitable for taxpayers earning between $150,000 & $400,000 in income per year.
$170
per month*
*$2,040 Billed Annually
✓
Everything in the Essential Plan
✓
Four (4) one-on-one consultations per year (one each quarter) to discuss tax planning strategies
✓
Retirement planning using Traditional & Roth IRAs, employer provided 401(k) plans, and maximing Health Savings Account (HSA) contributions
✓
Tax return preparation for international related forms & disclosures (e.g., Form 5471, 8621, 8858, 8865, 8938, & FBARs)
Concierge
A full-service tax, asset protection, and estate planning strategy for high-income individuals.
This package is most suited for taxpayers with multiple income streams earning $400,000 or more in annual income.
$540
per month*
*$6,480 Billed Annually
✓
Everything in the Essential & Comprehensive Plans
✓
Create a Strategic Tax Assessment & Asset Protection Plan to review all options to save taxes & protect your personal wealth
✓
Asset protection & estate planning strategies using trusts (domestic & offshore), family limited partnerships, and family gifting
✓
Ambitious tax saving strategies using real estate investments, the short-term rental loophole, and cost segregation studies
✓
Charitable gift planning using family private foundations, donor advised funds (DAF), and charitable remainder trusts (CRT)
Frequently Asked Questions
How does tax compliance differ from a tax advisory engagement?
Tax compliance and preparation is generally done on an annual basis and reports what has already happened.
Tax advisory & planning is a proactive approach throughout the year to reduce your overall tax burden and put more money in your pocket.
Do you work with non-U.S. individuals and U.S. citizens living abroad?
Absolutely. Much of our practice is focused on cross-border tax issues for nonresidents and U.S. citizens living abroad.
We assist taxpayers with international related disclosures and unique forms that most U.S. tax preparers are unfamiliar with preparing. Those forms include Form 5471 for CFCs, Form 8621 for PFICS, Form 8865 for foreign partnerships, and Form 8938 for the disclosure of foreign financial assets.
We also assist U.S. citizens with foreign earned income exclusions (Form 2555) and foreign tax credit computations using Form 1116.
What if all of the strategies don’t work with my situation?
This is entirely normal and expected. We present the full range of strategies available to you, along with all the information you need to make an informed decision based on each strategy’s cost, tax savings, and complexity.
How soon can we implement the tax planning strategies?
The time required to implement each proposed strategy will vary. Some components can be executed immediately, while others may take several weeks to months to fully implement.
What other types of tax returns do you prepare?
Many of our strategies utilize various forms of trusts, nonprofit entities, gift-tax planning, and other unique strategies that require less traditional tax filings.
We prepare domestic trust returns (Form 1041), foreign trust returns (Form 3520), nonprofit & private foundation returns (Form 990, 990-PF, and 990-T), gift tax returns (Form 709), split-interest charitable trusts (Form 5227), and other unique filings that are unfamiliar to most tax advisors.
Planning for Everyone
Sophisticated Strategies
Need more information or have any questions?