1. Retirement Planning | CPA NYC | 401(K) Rollover Advice
- Description: Customized retirement strategies including income projections, tax optimization, and Social Security timing.
2. Tax-Efficient Investment Planning | Tax Planning for Investments NYC | CPA Investment Advisor
- Description: Portfolio reviews and strategies to minimize capital gains and maximize after-tax returns.
3. Estate & Legacy Planning | Estate Planning CPA NYC | Wealth Transfer Strategies
- Description: Trust setup, charitable giving, and multi-generational wealth preservation.
4. Education & College Funding | 529 Plan CPA NYC | College Savings Planning
- Description: Tax-advantaged education savings plans and funding strategies.
5. Cash Flow & Budgeting | Personal Budgeting CPA | Cash Flow Planning NYC
- Description: Monthly budgeting, debt reduction, and savings strategies.
Pricing
1. Hourly Billing
- Range: $200–$500/hour depending on complexity and location
- Best For: One-time consultations or project-based work
2. Fixed-Fee Packages
- Basic Plan ($1,200 - $2,500) Covers budgeting, retirement, and tax overview
- Comprehensive Plan ($3,000 - $5,000) Includes estate, investment, and tax planning
- Annual Retainer ($4,500 - $6,000/year) Ongoing support and quarterly reviews
3. Subscription
- Tiered Pricing:
- Starter: $375/month – Basic planning + quarterly check-ins
- Growth: $750/month – Includes tax projections and investment reviews
- Premium: $1,250+/month – Full advisory, estate, and business planning
4. Value-Based Pricing
- Example: $5,000 for a tax plan that saves $30,000
- Best For: High-net-worth individuals or complex planning needs
