Transform Your Tax Approach From Reactive to strategic
Take Control: of Your Financial Future with Comprehensive Tax Support
Your financial well-being deserves more than basic tax filing.
Our tailored tax plans provide:
- Strategic insights to optimize every income stream
- Expert guidance to capture and document every eligible expense
- Continuous support to ensure your finances are audit-ready
- Proactive planning to maximize tax savings and minimize surprises
- Timely, accurate filings that uphold your legal rights
- Personalized strategies backed by a team dedicated to your success
Choose Your Level of strategic support
from basic compliance to comprehensive wealth strategy, we have a solution designed for your needs
pathway
+Tax Preparation Specialist
Starting at $129/month
Ideal for W2 Employees, Self-Employed Individuals with One Business (SMLLC), or Rental Property Owners
Key benefits:
- Unlimited Consultations
- Yearly Personalized Video Review
- E-File Form Federal + State Return
- Quarterly Estimates
Why choose the Pathway Plan?
- Stress-Free Tax Prep
- Expert Guidance Year-Round
- Accurate and Timely
momentum
+Tax Resolution Expert
Starting at $289/month
Ideal for Individuals Seeking Extra Security and Personalized Guidance or Tax Resolution
Everything in Pathway, PLUS:
Key benefits:
- IRS Account Monitoring
- Tax Extension
- Federal & State Notice Review and Response
- Unlimited Tax Projections
Why Choose the Momentum Plan?
- IRS Protection & Monitoring
- Personalized Guidance
- Peace of Mind
pinnacle
+Tax Strategist & Wealth Advisor
Starting at $649/month
Tailored for High-Net-Worth Individuals, Business Owners (LLC/S-Corp), and Real Estate Investors
Everything In Pathway & Momentum, PLUS:
Key benefits:
- Advanced Tax Planning & Strategy
- Proactive Wealth Building w/ Your Advisors
- Ongoing Financial Decision Support
Why choose the Pinnacle Plan?
- Exclusive, Personalized Tax Analysis
- Turn Complexities into Opportunities
- Long-Term Wealth Optimization
Don't leave your financial success to chance
Let our dedicated team take the weight off your shoulders and the IRS & state taxing authorities off your back.