
Strategic Partnership + Filing
$4,000 / month
2 payments$4,000 / month
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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