Tax Planning Only Package

Duration: 2 Hours

Total Price: $2,600.00

Our Tax Planning Only service is a one-time, standalone session designed for clients who want a focused tax planning report — nothing more, nothing less. This package includes a single dedicated session that evaluates your current financial strategy and provides personalized recommendations to help you plan smarter.

This is a planning session only. Tax Preparation and all other services are not included.

Payment Structure:

• Down Payment: $1,300.00 (Due upfront)
• Final Payment: $1,300.00 (Due upon completion)
• Total: $2,600.00

What Your Session Covers:

• A comprehensive review of your current tax situation
• Personalized tax planning recommendations tailored to your financial profile
• Two hours of dedicated, one-on-one planning attention

Additional Charges That May Apply:

• Additional States, Schedules, or Forms: $20.00
• Accounting/Bookkeeping Charges: $46.00 per hour
• Holiday/Sunday Appointments: $10.00
• Use of Bank Products: $20.00
• Upgrade to Monthly Meetings: $920/yr