The Tax Essentials
Strategic Tax Planning & Advisory

Tax Planning & Advisory Services

The Right Level of Planning for Your Situation

Every tax situation is different. Our engagements are designed around the complexity of your income, businesses, investments, transactions and planning needs.

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Your assessment helps us determine the appropriate scope before an engagement is recommended.

Start With the Service You Need

Strategic Tax Planning

For clients who want to identify opportunities, model potential strategies and build a clear tax plan.

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Implementation Advisory

For clients who have completed planning and want ongoing help coordinating approved strategies. Starting at $2,500/month.

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Tax Preparation

For preparation and filing of tax returns under a separate engagement.

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Planning Engagements

The right level depends on the complexity of your situation — entities, income sources, states, real estate, transactions, compensation, retirement planning and how often planning decisions come up.

Tax Strategy Intensive

$3,500 one-time

Who it's for
A defined planning issue or a focused tax question you want answered properly.
Planning depth
Focused analysis of your priority opportunities.
Engagement
One-time engagement · Strategy Summary
Advisor interaction
One working strategy meeting, followed by a short clarification period.
Start With Tax Strategy Intensive

Strategy Partner Advisory

$15,000 annually

Who it's for
Meaningful ongoing complexity — a business, investments or changing income.
Planning depth
Comprehensive planning across your income, entities and holdings.
Engagement
12-month engagement · Tax Blueprint
Advisor interaction
Advisor check-ins through the year plus a year-end review.
Start With Strategy Partner Advisory

Executive Tax Advisory

$25,000 annually

Who it's for
Greater complexity — multiple income sources, payroll, entities, multi-state activity or substantial investments.
Planning depth
Advanced planning with quarterly projections and course corrections.
Engagement
12-month engagement · Advanced Tax Blueprint
Advisor interaction
Quarterly advisor reviews plus a year-end review.
Start With Executive Tax Advisory

Private Client Advisory

$35,000+ annually

Who it's for
The greatest planning complexity — multiple entities, significant transactions, substantial investments and coordinated planning.
Planning depth
Multi-entity, multi-jurisdiction and transaction-level planning with scenario modeling.
Engagement
12-month engagement · Private Client Tax Blueprint
Advisor interaction
Strategic reviews through the year plus a year-end review.
Start With Private Client Advisory

Not Sure Which Level You Need?

You don't need to choose your engagement before we understand your situation. Start with the Tax Assessment. We'll review the complexity of your tax picture and recommend the appropriate scope before you engage us.

Start Your Tax Assessment

When You're Ready to Put the Plan Into Action

Planning identifies and models the strategy. Implementation is the separate work required to carry approved recommendations through to completion.

Starting at $2,500/month

Actual scope and fee depend on what needs to be implemented. Typical work includes entity coordination, payroll and compensation changes, retirement-plan coordination, accountable-plan implementation, documentation, coordination with your other professionals and implementation tracking.

Discuss Implementation

Some Strategies Have Their Own Costs

Certain recommendations may require outside professionals, filings, payroll providers, retirement-plan administrators, attorneys, actuaries, valuation professionals or other third parties. Some advanced strategies can cost thousands of dollars to implement. Those costs are separate from the The Tax Essentials advisory fee unless specifically included in writing.

Tax Preparation & Filing

Tax preparation is a separate compliance engagement for preparing and filing the returns listed in the engagement agreement. Planning does not automatically include filing. Separate fee schedule applies, based on the returns and forms required.

Ask About Tax Preparation

One Organized Planning Experience

Planning clients receive access to a secure TaxVeriq-powered workspace where relevant tax information, planning opportunities, approved recommendations, documents and next steps stay organized throughout the engagement. For implementation clients, the workspace can also track approved action items and supporting documentation.

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What Happens Next

  1. 01

    Complete Your Assessment

    Tell us about your income, businesses, investments and planning priorities.

  2. 02

    We Review Your Situation

    The Tax Essentials evaluates your planning complexity and the areas requiring attention.

  3. 03

    Receive Your Recommended Scope

    You receive the appropriate engagement scope and pricing before any work begins.

  4. 04

    Begin Planning

    Once engaged, planning begins inside your secure TaxVeriq-powered workspace.

Clear Scope From the Beginning

  • The exact services, analyses, meetings, deliverables and advisory support included in an engagement are determined by your circumstances and the agreed scope of work.
  • Every engagement is scoped and agreed in writing before work begins.
  • Tax planning, implementation advisory and tax preparation are separate services.
  • Third-party professional and implementation costs remain separate unless specifically included in writing.

Common Questions

Start With Your Tax Assessment

You don't need to know which engagement you need before getting started. Tell us about your tax situation and we'll determine the appropriate next step.

Start Your Tax Assessment Existing Client Sign In