Annual Tax Advisory Membership

Starting at $99/month

For clients who want year-round tax guidance and proactive planning.

Includes:

• Annual tax preparation

• Quarterly tax planning check-ins

• Year-round tax questions

• Estimated tax payment guidance

• Tax strategy recommendations

• Priority scheduling

• Tax document organization guidance

Best for:

• Business owners

• Independent contractors

• Real estate investors

• Higher-income earners

• Clients who want ongoing support