Tax Services Designed for Every Level of Complexity
Whether your tax situation is straightforward or highly complex, our services are structured to meet you where you are — and grow with you over time.
Each engagement is personalized, proactive, and focused on long-term outcomes.
What We Offer
Foundation Package
Who This Is For
W-2 professionals
One or two state filers
Limited investment income
Standard or simple itemized deductions
Foundation Tax Services
Reliable Compliance with Thoughtful Support
The Foundation Package is designed for individuals with straightforward tax situations who want accuracy, responsiveness, and peace of mind — without unnecessary complexity.
What’s Included
Tax Preparation & Compliance
Federal and state income tax return preparation and filing
Review of prior-year returns (as needed)
Amended returns (if required)
Ongoing Support
Year-round email support for tax questions
IRS and state notice review and response guidance
Record-keeping and documentation best practices
Outcome
You receive accurate filings, clear communication, and confidence that your tax obligations are handled correctly.
Strategic Package
Who This Is For
Professionals with stock compensation (RSUs, ISOs, ESPPs)
Individuals with 1099 or side-business income
Multi-state filers
Rental property owners
High earners with increasing complexity
Strategic Tax Planning
Proactive Planning for Multi-Income and Growing Complexity
The Strategic Package is built for professionals and business owners whose tax situations demand forward-looking planning — not just annual compliance.
What’s Included
Advanced Individual Tax Planning
Multi-state tax planning and compliance
Stock compensation and AMT optimization
Capital gains and investment tax strategy
Rental property depreciation and planning
Business & Self-Employment Planning
Business entity selection and structuring analysis
Side business and 1099 contractor tax planning
Home office and expense optimization
Self-employment tax minimization strategies
Proactive, Ongoing Support
Tax projections and scenario planning
Quarterly estimated tax recalculations
Planning for life events (career changes, home purchase, liquidity events)
Regular check-in calls (quarterly or semi-annual)
Outcome
You gain visibility into future tax exposure, reduce surprises, and make informed decisions throughout the year.
Comprehensive Package
Who This Is For
Business owners and entrepreneurs
Clients with international income or assets
Complex investments or private equity interests
Individuals facing audits or tax controversy
Families building or preserving generational wealth
Comprehensive & International Tax Advisory
High-Touch Support for Complex and Global Financial Lives
The Comprehensive Package is our most robust offering — designed for business owners, internationally connected clients, and high-net-worth individuals who require advanced coordination and strategic oversight.
What’s Included
International Tax Planning & Compliance
Foreign income reporting
FBAR (FinCEN Form 114) compliance
FATCA reporting (Form 8938)
Cross-border tax planning and treaty analysis
Planning for foreign asset acquisitions or dispositions
Business & Transaction Advisory
Business tax return preparation (LLC, S-Corp, Partnership, C-Corp)
Multi-state sales tax and nexus analysis
R&D tax credit identification and documentation
Transaction advisory for business sales or acquisitions
Investment and fund structure planning
Specialized & Premium Support
IRS and state audit representation
Tax controversy and resolution strategy
Entity restructuring analysis
Estate and multi-generational tax coordination
CFO-level tax strategy and planning
Premium Access
Unlimited consultations throughout the year
Priority response times
Coordination with your attorney, financial advisor, and other professionals
Regular strategic planning sessions
Outcome
You receive comprehensive oversight, advanced planning, and a trusted advisor capable of navigating the most complex tax environments.
“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
– Former Customer
Get In Touch
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