The Tax Essentials
Strategic Tax Planning & Advisory

Tax Planning & Advisory Services

The Right Planning for Your Situation

Every tax situation is different. Our engagements are designed around the complexity of your income, businesses, investments, transactions and planning needs.

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Your assessment helps us determine the appropriate scope before an engagement is recommended.

Start With the Service You Need

Strategic Tax Planning

For clients who want to identify opportunities, model potential strategies and build a clear tax plan.

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Implementation Advisory

For clients who have completed planning and want ongoing help coordinating approved strategies. Starting at $2,500/month.

Learn About Implementation

Tax Preparation

For preparation and filing of tax returns under a separate engagement.

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Two Ways to Begin With Tax Planning

Most clients start with one of two planning engagements. Your Tax Assessment tells us which one fits your situation.

Focused Tax Planning

Tax Strategy Intensive

$3,500 one-time

A one-time focused planning engagement for clients with a defined set of tax questions or priority planning opportunities.

Start Your Tax Assessment

Comprehensive Tax Planning

Comprehensive Advisory

Starting at $15,000

For clients whose circumstances require broader analysis across income, businesses, entities, compensation, retirement planning, real estate, investments, multiple states, transactions or other planning complexity.

Your Tax Assessment helps us determine the appropriate scope and level of advisory support. Comprehensive engagements are individually scoped and quoted before work begins.

Start Your Tax Assessment

Which Planning Option Is Right for Me?

You don't need to determine that yourself. Start with your Tax Assessment. We review the complexity of your income, businesses, entities, investments, real estate, jurisdictions and planning needs, then recommend the appropriate scope before you engage us.

Start Your Tax Assessment

When You're Ready to Put the Plan Into Action

Planning identifies and models the strategy. Implementation is a separate engagement, available after planning and scoped according to the strategies being implemented.

Starting at $2,500/month

Actual scope and fee depend on what needs to be implemented. Typical work includes entity coordination, payroll and compensation changes, retirement-plan coordination, accountable-plan implementation, documentation, coordination with your other professionals and implementation tracking.

Discuss Implementation

Some Strategies Have Their Own Costs

Certain recommendations may require outside professionals, filings, payroll providers, retirement-plan administrators, attorneys, actuaries, valuation professionals or other third parties. Some advanced strategies can cost thousands of dollars to implement. Those costs are separate from the The Tax Essentials advisory fee unless specifically included in writing.

Tax Preparation & Filing

Tax preparation is a separate compliance engagement for preparing and filing the returns listed in the engagement agreement. Planning does not automatically include filing. Separate fee schedule applies, based on the returns and forms required.

Ask About Tax Preparation

One Organized Planning Experience

Planning clients receive access to a secure TaxVeriq-powered workspace where relevant tax information, planning opportunities, approved recommendations, documents and next steps stay organized throughout the engagement. For implementation clients, the workspace can also track approved action items and supporting documentation.

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What Happens Next

  1. 01

    Complete Your Assessment

    Tell us about your income, businesses, investments and planning priorities.

  2. 02

    We Review Your Situation

    The Tax Essentials evaluates your planning complexity and the areas requiring attention.

  3. 03

    Receive Your Recommended Scope

    You receive the appropriate engagement scope and pricing before any work begins.

  4. 04

    Begin Planning

    Once engaged, planning begins inside your secure TaxVeriq-powered workspace.

Clear Scope From the Beginning

  • The exact services, analyses, meetings, deliverables and advisory support included in an engagement are determined by your circumstances and the agreed scope of work.
  • Every engagement is scoped and agreed in writing before work begins.
  • Tax planning, implementation advisory and tax preparation are separate services.
  • Third-party professional and implementation costs remain separate unless specifically included in writing.

Common Questions

Start With Your Tax Assessment

You don't need to know which engagement you need before getting started. Tell us about your tax situation and we'll determine the appropriate next step.

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