2. Strategic Package

For professionals with multiple income streams and growing complexity

Everything in Foundation, PLUS:

Advanced Individual Tax Services

• Multi-state tax planning and compliance (3+ states)

• Stock compensation optimization (RSUs, ISOs, ESPPs, NQSO)

• Rental property tax strategy and depreciation schedules

• Alternative Minimum Tax (AMT) planning

• Tax-loss harvesting coordination

Business Tax Services

• Business entity selection and structuring analysis

• Side business/1099 contractor tax planning

• Home office deduction optimization

• Self-employment tax minimization strategies

Proactive Planning

• Two annual tax projection and planning sessions

• Quarterly estimated tax recalculations

• Major life event tax planning (home purchase, job change, etc.)

• Monthly or quarterly check-in calls

Best For: Professionals with RSUs/stock options, side businesses or 1099 income, multiple states, rental properties, bonuses over $50K