Three Engagements Each tier scoped to a different level of complexity. Most clients know which one fits after the first conversation. Pricing reflects scope, not just time — we'll confirm exact pricing within the range after the first call.
Recommended
Tier 1
The Planning Call
$500
$425 for existing clients · save 15%
For One Focused Decision
There are moments when a client doesn't need an ongoing engagement — they need an hour with someone who can think clearly about a single decision. One conversation, focused entirely on your situation, with direct guidance on what to do next.
Common Reasons Clients Book
Starting a business and unsure what you'll need to succeed Getting QuickBooks set up properly — or cleaning up what's there A property sale, inheritance, or move across state lines An RSU vest or equity event you want to plan around A second opinion on advice that didn't quite sit right If the matter warrants ongoing work, the fee is credited toward a longer engagement. If it doesn't, the hour stands on its own.
Select Tier 1 Recommended
Tier 2
Tax Architect
$1,500–$3,000
$1,275–$2,550 for existing clients · save 15%
For Households Earning $200K+
For the high-income professional whose financial life has outgrown the firm that files the return. The W-2 is substantial. RSUs vest on a schedule that nobody is actively managing. ESPP, ISOs, deferred comp, and a growing brokerage account each carry implications that compound across years.
The Engagement Includes
Multi-year tax projections built from your returns and account statements Withholding and quarterly estimate calibration so April holds no surprises RSU and equity strategy — sell-at-vest framework, hold decisions, concentration management Tax-loss harvesting coordinated with your portfolio rather than imposed on it Retirement and benefits optimization across 401(k), HSA, mega backdoor Roth, deferred comp Charitable giving structured for impact and efficiency Year-round access for time-sensitive decisions Payment structure: 50% upon engagement, 50% at completion.
Select Tier 2 Recommended
Tier 3
Tax Architect Plus
$2,500–$15,000
$2,125–$12,750 for existing clients · save 15%
For $200K+ Households With Business or Real Estate
When a client owns a business, holds real estate, or runs income through multiple entities, the planning conversation changes shape. The question is no longer how a given dollar is taxed, but where it sits, how it is characterized, and how the entire system fits together. Structure becomes the lever, and structure compounds.
Beyond Tier 2, Includes
Entity structure review and optimization — S-corp election, holding companies, separation for liability Reasonable compensation analysis for S-corp owners Real estate strategy — cost segregation, depreciation, 1031 exchanges, short-term rental rules, REPS Trust tax planning — grantor trusts, irrevocable trusts, distribution planning, K-1 coordination QBI (Section 199A) optimization to preserve the 20% deduction Owner compensation across salary, distributions, and benefits Advanced retirement design — solo 401(k), SEP, defined benefit, cash balance plans Direct coordination with your bookkeeper, attorney, and financial advisor Pricing reflects only the strategies that apply to your situation. Clients with focused needs (e.g. real estate only) typically land at the lower end of the range.
Payment structure: 50% upon engagement, 50% at completion.
Select Tier 3