Pricing for Tax Planning for Individuals & Businesses

Professional tax preparation combined with proactive tax planning recommendations to help you stay compliant, minimize taxes, and make informed financial decisions throughout the year.

✔ Federal, State & Local Tax Return Preparation

✔ Standard & Itemized Deduction Optimization

✔ Tax Credit Review & Optimization

✔ W-2 Income Reporting

✔ Basic 1099 Income Reporting (Interest, Dividends & Miscellaneous Income)

✔ Electronic Filing

✔ Secure Client Portal

✔ Tax Return Retention

✔ Personalized Tax Savings Recommendations

✔ Withholding Analysis

✔ Estimated Tax Payment Recommendations

✔ Capital Gain Tax Planning Opportunities

✔ Retirement Contribution Planning Opportunities

✔ Year-End Tax Planning Strategies

✔ Multi-Year Tax Planning Considerations

✔ IRS, State & Local Tax Compliance Recommendations

✔ Employees (W-2)

✔ Retirees

✔ Investors

✔ Professionals

✔ Business Owners

✔ High-Income Individuals

🔵 Tax Planning Session

Proactive Planning. Smarter Decisions. Lower Taxes.

Don't wait until tax season to discover missed opportunities. A focused tax planning session can help identify strategies to reduce taxes, improve cash flow, and avoid costly surprises.

$295 Fixed Fee

30-Minute CPA Consultation

What's Included

✔ One-on-one consultation with a CPA

✔ Personalized tax planning guidance

✔ Review of tax-saving opportunities

✔ Estimated tax payment and withholding guidance

✔ Business, self-employment, and investment tax considerations

✔ Clear action items and next steps

Ideal For

• Business owners and self-employed individuals
• High-income taxpayers
• Investors and real estate owners
• Individuals experiencing major life or income changes
• Anyone looking to reduce future tax liability

Why Schedule a Tax Planning Session?

✅ Gain clarity before making important financial decisions

✅ Identify tax-saving opportunities before year-end

✅ Avoid unexpected tax bills

✅ Receive practical, personalized advice from a CPA

Tax Planning Session

$295 Fixed Fee

Schedule Your Tax Planning Session Today →

Identify Opportunities to Reduce Taxes and Build Wealth

The best tax-saving opportunities happen before tax season. Our CPA-led tax planning helps individuals and business owners legally reduce taxes, improve cash flow, and build wealth.

Turn recommendations into action with personalized implementation support.

✔ Estimated Tax Payment Setup

✔ Tax Strategy Execution Assistance

✔ Retirement Plan Coordination

✔ IRS, State & Local Compliance Guidance

✔ Ongoing Tax Projections

✔ Year-Round Tax Advisory Support

Align your tax strategy with your long-term financial and wealth-building objectives.

✔ Tax-Aware Financial Planning

✔ Tax-Efficient Investment Strategies

✔ Retirement Income Tax Planning

✔ Estate & Trust Planning Coordination

✔ Distribution Strategy Analysis

✔ Coordination with Financial Advisors

✔ Long-Term Tax Reduction Strategies

🟢 Essential Tax Planning

$750 Diagnostic or $150/Month

Perfect for individuals, freelancers, and new business owners.

✔ Tax Savings Review ✔ Entity Structure Analysis (LLC vs. S-Corp) ✔ Estimated Tax Planning ✔ Deduction & Credit Optimization ✔ Federal, NYS & NYC Tax Strategies ✔ 1-Hour CPA Consultation

Best For: W-2 professionals, freelancers, consultants, and startups.

🔵 Advanced Tax Planning & Advisory

$3,000 Diagnostic + $1,000/Month

Designed for business owners, investors, physicians, dentists, digital creators, and high-income earners.

✔ Comprehensive Tax Reduction Blueprint ✔ Multi-Entity & S-Corp Planning ✔ Retirement & Investment Strategies ✔ Real Estate & Capital Gain Planning ✔ Quarterly Tax Strategy Reviews ✔ Tax Projections & Scenario Analysis ✔ Audit Risk Reduction ✔ Dedicated CPA Advisory Support

Best For: Taxpayers seeking significant tax savings and year-round strategic guidance.

Potential Tax Savings: $5,000 - $100,000+

Varies based on your income, business structure, and overall tax situation.