Tax Planning FAQ’s

How much does a proactive tax plan cost?

The cost for creating a tax plan is determined on a case-by-case basis, taking into account the level of complexity involved. We use very specialized tax planning software along with all of our current and updated education and expertise to create a large and elaborate report that quantifies the potential tax savings for each strategy that could work for you. Typically, this one-time investment ranges from $10,000 to $30,000, but it can even go into the six figures. Rest assured, this commitment always yields a return on your investment. If you're utilizing our firm for multiple services, ask us about rolling this cost into a convenient monthly Maintenance Package.

Do you provide any guarantees with your tax plan design services?

We typically guarantee a minimum return of 2x the investment our clients make in our tax plan design services, or we will refund or credit your investment costs for the planning and implementation.  This is discretionary as YOU also have some responsibility in picking the strategies, implementing them, and doing the work.  There are also unseen circumstances, such as covid-19, that do change tax policies as well as market performances.  We are on your side and always want our plans to be powerfully effective. We will bend over backwards to make sure you are happy with the outcome, and that you truly see the VALUE of your investment!

Do you offer tax return only engagements?

Soon we will only be accepting clients who require the services mentioned in any of our Tax Maintenance Packages. Our experience has shown that almost ANY client can benefit from the combined combination of tax return preparation along with our tax planning program, bringing them optimal financial success!  We will consider doing tax preparation only for current clients that have yet to find another tax preparer, but they will be charged a firm minimum charge or higher, which will be determined on an individual basis.

Do I get a discount for paying upfront?

A: Yes! We offer a 5% discount for paying off the Tax Plan and annual Maintenance Package in full at the beginning of the agreement.