Tax Savings Review
Basic – Tax Savings Review
A quick audit of past returns to uncover missed deductions and provide general tax-saving advice.
Tax Strategy Plan
Mid-Level – Tax Strategy Plan
Includes everything in the review, plus a customized tax strategy, income-shifting ideas, retirement/tax-advantaged planning, and a quarterly roadmap.
VIP Tax Plan
VIP Tax Plan
Everything in Strategy +
- Mid-year tax review
- Unlimited tax questions (email)
- 3 strategy calls per year
- IRS-ready documentation templates
- Business deduction guidance (if self-employed)