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Solopreneur Tax Packages

Find a Plan that works for you!

Our service offerings for sole entrepreneurs are designed to cover every stage of your business’s financial lifecycle, providing business & personal tax return preparation with strategic guidance tailored to your goals.

Whether you’re just starting out or looking to optimize an established business, our packages provide a comprehensive, proactive approach to minimizing your tax burden while protecting your personal and business assets.

We offer straightforward fees with no hidden costs or hourly billing surprises.

Essential

Everything you need to keep your business compliant with its annual federal & state tax filing obligations

$110

per month*

*$1,320 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) entity federal tax return with all required states (e.g., Form 1065, 1120, 1120-F, or 1120-S)

✓

Form 1099 filings (up to 10 per year)

✓

Year-end one hour consultation to discuss tax planning strategies

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Most Popular

Comprehensive

Much more than business tax preparation alone. The Comprehensive plan covers both your business & personal tax filings

$275

per month*

*$3,300 Billed Annually

✓

Everything in the Essential Plan

✓

Preparation of personal income tax return for the sole business owner (e.g, Form 1040 or Form 1040-NR, together with any state income tax returns)

✓

Quarterly financial statement review for estimated tax projections for the business & sole owner

✓

Four (4) one-on-one consultations per year (one each quarter) to discuss tax planning strategies

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Concierge

A full-service tax and asset protection strategy for the Solopreneur by creating an actionable plan to protect you & the business

$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 business and personal wealth

✓

Retirement & deferred compensation planning using Traditional & Roth IRA, Self Directed 401(k) plans, Section 457(b) plans, Section 83(b) elections, life insurance products & much more

✓

Create gift & wealth transfer planning strategies

✓

Entity selection and restructuring planning to optimize your structure for tax & asset protection purposes

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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.

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.

Do you work with international business owners?

Absolutely. We work with individuals and companies around the world that have a U.S. company or U.S. operations. Our services include tax filings, income tax treaty analysis, optimization of earnings repatriation, and withholding tax compliance.

How do you charge for advisory and compliance work?

Our compliance and advisory engagements are quoted as a fixed fee based on the scope of work to be performed. Pricing is set before any work begins.

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 types of business and personal tax returns do you prepare?

We prepare business tax returns for partnerships (Form 1065), corporations (Form 1120), S corporations (Form 1120-S), and foreign corporations (Form 1120-F).


We prepare personal income tax returns for U.S. residents (Form 1040) and non-U.S. residents (Form 1040-NR).

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

  • Health Savings Accounts (HSA) Maximization

    HSA’s are often referred to a “triple tax advantage” plans, because contributions are fully tax deductible up to the annual limit, investment earnings grow tax free, and funds can be withdrawan for qualified medical expenses.

  • Tax Loss Harvesting

    Harvesting losses for tax purposes is a strategy where you sell investments at a loss to offset taxable gains to reduce your current tax bill, while trying to keep the overall investment strategy intact.

  • Traditional to Roth IRA Conversions

    High-income earners can leverage the “backdoor Roth IRA” strategy to convert nondeductible Traditional IRA contributions to a Roth IRA for tax free growth, tax free withdrawals, and eliminate required minimum distributions (RMD).

  • Portfolio Optimization

    Optimizing your investment portfolio for tax purposes aims to rebalance the investments efficiently, by replacing those tax-inefficient assets with more tax-efficient assets, minimize turnover, and be deliberate about when to realize gains.

  • Deferred Compensation Plans

    Deferred compensation amounts aren’t taxed in the year earned, but when ultimately paid out, allowing you to shift income from high-earning years into future tax years with lower effective tax rates.

Sophisticated Strategies

  • Real Estate Investments

    Real estate continues to be one of the most effective methods of lowering your annual income tax bill by using depreciation, cost segregation strategies, the short-term rental loophole, and Section 1031 exchanges.

  • Charitable Remainder Trust (CRT)

    The CRT is a tax-planning tool which allows you to donate appreciated property to charity and receive an immediate tax deduction, while still allowing you to receive income from the property years into the future.

  • Solo 401(k) Plans

    These solo retirement plans are designed for self-employed & small business owners with no full-time employees, allowing you as the owner to not only save for retirement, but also save substantial income taxes each year.

  • Section 831(b) Captive Insurance

    These “micro captives” allow business owners to form their own insurance company to insure the risks of their business, and allows the insurance entity to exempt up to $2 million per year in insurance premium income, free of taxes.

  • Private Placement Life Insurance (PPLI)

    PPLI products are a specialized form of variable life insurance to shelter investment gains from taxes and reduce potential estate taxes, also allowing the policyholder to access the cash value through loans and other withdrawals.

Need more information or have any questions?

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