Invest in Strategy, Not Just Compliance
Three tiers designed for where you are now - from tax filing to year-round planning.
5,000+
Returns
Filed
Filed
12+
Years
Experience
Experience
5.0/5.0
Google Reviews
Google Reviews
“We saved $34,000 last year. Mohsin found deductions our previous CPA had been missing for years.”David R., Medical Practice Owner, Plano TX
Foundation
Tax Preparation
From $1,000
one-time
Perfect for individuals and basic business returns
File My Returns RightWhat's included:
- Individual or business tax return
- Maximum deduction identification
- E-filing included
- Audit support
- Year-round email support
Most Popular
Strategy
Tax Planning
From $2,500
per year
6-8x average return on investment
Strategic tax planning for high-income earners
Start Saving $22K/YearWhat's included:
- Everything in Tax Preparation
- Quarterly tax planning sessions
- Entity structure optimization
- Retirement planning strategies
- Multi-year tax projections
- Priority phone support
Partnership
Full Service
Custom
contact us
Complete financial and tax management
Build My Tax StrategyWhat's included:
- Everything in Tax Planning
- Monthly bookkeeping
- Payroll management
- CFO-level guidance
- Business formation & compliance
- Dedicated tax strategist
Free Consultation
Year-Round Support
If we can't find savings that exceed our fees, we'll tell you upfront
Compare Packages at a Glance
| Features | Foundation Tax Prep | Strategy Tax Planning | Partnership Full Service |
|---|---|---|---|
| Tax Return Preparation | |||
| Quarterly Planning Sessions | |||
| Entity Structure Optimization | |||
| Monthly Bookkeeping | |||
| Payroll Management | |||
| Dedicated Tax Strategist |
How It Works
From first call to filed returns - here's the process.
Free Consultation
We audit your current tax situation and identify opportunities in a 30-minute call.
Custom Strategy
You see exactly what we'd change and why - with projected savings before you commit.
Implementation
We handle everything - entity restructuring, filings, and ongoing optimization.
Frequently Asked Questions
01How do I know which package is right for me?
02How quickly will I see results?
03What if my situation is more complex than the listed pricing?
04Do you work with my existing CPA?
05Can I upgrade or downgrade my package?
06Do you offer payment plans?