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Strategic Partnership + Filing

$4,000 / month
2 payments

Proactive Tax Planning & Implementation + Filing (6 Month Access)

This includes six months of proactive tax strategy support combined with professional tax filing. Designed for high-income earners who want ongoing planning guidance throughout the year while ensuring accurate and compliant filing.

Includes five (5) private 1-on-1 strategy sessions, personalized tax planning and implementation support, and preparation and filing of your tax return for the applicable tax year.

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