S-corp medical · year 1
$22,400 saved
Solo medical contractor. Late S-corp election filed, reasonable comp set, Solo 401(k) opened. Quarterly estimates landed within 4% of actual. Zero surprise tax bill in April.
Service 01 · Tax Planning + Advisory
Stop being reactive at year-end. Start running your tax life on purpose.
Most owners and high-earners pay too much tax because nobody's thinking ahead. Quarterly estimates are guesses. S-corp election conversations never happen. Retirement vehicles sit half-loaded. Tax Planning + Advisory is the engagement where someone actually owns the strategy. Monthly. Quarterly. With dollars behind it.
$2,500+Engagement · starts here $1K–$5K+/moRetainer · scales w/ complexity
This is you if
You're done filing without thinking. You want someone owning the plan.
- Owner clearing $150K+ net with no S-corp election or no quarterly estimate plan
- $250K+ household with rentals, RSUs, or equity comp that nobody's modeling
- Multi-entity operator who wants one person coordinating the structure
- Post-Tax-Analysis client ready to make the moves the analysis surfaced
- Recent business exit with a 12–36 month window to act on QSBS or relocation
- Real estate operator with depreciation, 1031, and cost seg moves to coordinate
How it works
Four steps from messy to planned. Then a quarterly cadence.
Advisory engagements don't start with a meeting. They start with a Tax Analysis. The analysis is the diagnostic. The advisory engagement is the prescription.
- Step 01
Start with the Tax Analysis
Pick the right tier (Standard / Comprehensive / Strategic). We pull three years of returns, request transcripts, and model the strategies that fit. The analysis fee credits 100% to the advisory engagement if you continue with us.
- Step 02
Pick the retainer tier <em>that fits your complexity</em>
Tier 1 retainer (~$1K/mo) covers planning + quarterly estimates + the year-ahead plan. Tier N retainers ($5K+/mo) add multi-entity coordination, bookkeeping, IRS rep, monthly touch-base, and unlimited advisory.
- Step 03
Quarterly working sessions
Every 90 days we sit down for an hour. What changed, what's coming, what we should adjust. Q1 covers prior-year-final + estimated payment one. Q2 mid-year true-up. Q3 fall planning. Q4 year-end moves.
- Step 04
Ongoing advisory through Basecamp
Between sessions, you message us in Basecamp. Tax-position questions, life events, business moves, IRS notices. Response within 1–3 business days depending on tier. Every thread saved permanently.
What you get every year
Ten recurring deliverables. Not aspirational.
Everything below ships every year you're on retainer. Concrete. Auditable. The deliverable list is part of the engagement letter.
01
Year-ahead strategy plan
The strategic moves for the next 12 months, ranked by dollar impact and deadline.
02
Quarterly estimate schedule
Federal + state quarterly estimates modeled, calendared, and adjusted mid-year as income changes.
03
4 quarterly check-in sessions
60 minutes each. Calendared a year in advance. Recorded and saved to your portal.
04
S-corp election + reasonable comp model
If you're on the line, we run the math every year — reasonable comp benchmark, election timing, late-election remedies.
05
Retirement vehicle stacking review
Solo 401(k), SEP, Cash Balance, NQDC, mega-backdoor, HSA. Refreshed annually as contribution limits change.
06
Real estate strategy refresh
If you hold rentals: cost seg readiness, STR vs LTR positioning, 1031 windows, RE professional status criteria.
07
Equity comp coordination
RSU vest calendars, ISO/NSO exercise modeling, QSBS Section 1202 windows, 83(b) considerations.
08
Year-end tax moves checklist
Delivered every October. The contributions, conversions, sales, and elections to lock in before December 31.
09
IRS notice intercept
POA filed at onboarding means every IRS notice routes to us first. We read it, plan the response, then loop you in.
10
Permanent Basecamp portal
Every strategy doc, every meeting recap, every question and answer. Yours forever, even if you stop being a client.
Recent advisory outcomes
Three real households. Three real years of advisory.
Anonymized. Numbers are cumulative savings across 12 months of advisory engagement.
Real estate operator · year 2
$48,000 saved
5-property landlord plus W-2. Cost seg on 2 properties, STR loophole engaged on 1, REPS materials documented. Year-2 savings recurring, plus a 1031 set up for next year.
Post-exit founder · year 1
$340K recovered + $52K saved
SaaS exit. QSBS missed by prior CPA, refiled within statute, $340K recovered. Year-ahead plan reset around the new household income profile. Relocation modeled for following year.
Pricing
Engagement first. Then retainer.
Every advisory client starts with a Tax Analysis. The analysis sets the strategy. The retainer executes it. Pricing scales with complexity, not with how much you can afford.
Engagement · one-time
Tax Analysis
$2,500–$10,0003 tiers
The diagnostic that sets the advisory direction. Standard $2,500 / Comprehensive $5,000 / Strategic $10,000. Fee credits 100% to your retainer if you continue.
- 3-year return review
- Full POA + transcript pull
- Entity + strategy modeling
- Delivery session with senior advisor
Retainer · ongoing
Advisory + Growth retainer
$1,000–$5,000+/ month
Monthly retainer scales with complexity. Tier 1 (~$1K/mo) for single-entity owners. Tier N ($5K+/mo) for multi-entity, syndication, equity-heavy households. Bookkeeping bundles add-on.
- 4 quarterly working sessions / yr
- Unlimited Basecamp advisory
- 1–3 day response SLA
- Quarterly estimate management
- Year-end moves checklist
Common questions
What clients actually ask before signing.
Do I have to do the Tax Analysis first?
Yes. Every advisory engagement starts with one. The analysis is the diagnostic that tells us what strategy is even worth executing. Skipping it means we'd be guessing at moves we don't yet know are right for you.
Which retainer tier fits my situation?
Single-entity owners with one household typically land at Tier 1 (~$1K/mo). Multi-entity, multi-state, real estate or equity comp typically lands at Tier 2 ($2–$3K/mo). Strategic-tier clients ($1M+ HHI, 3+ entities) typically land at Tier N ($5K+/mo). We'll tell you which on the Discovery call.
Does the retainer include tax prep and bookkeeping?
Depends on the tier. Lower tiers are advisory-only; tax prep is separate. Higher tiers bundle returns and bookkeeping into the monthly. The Discovery call clarifies the bundle that fits.
What happens if I cancel?
30-day notice. No penalty. You keep the entire Basecamp portal — every doc, every recap, every plan. The deliverable is yours forever whether or not you continue.
Can I just buy the quarterly sessions without the rest?
No. The quarterly sessions only work if we're actually advising you between them. The continuity is the value — the calendared meetings are when we review the work, not when we do it.
Next step
One 15-minute call. We confirm the tier and the retainer fit together.
The Discovery call is where we sequence it: which Tax Analysis tier, which retainer tier, what timeline. You leave the call knowing what the next 12 months look like and what it costs.
Book the 15-min Discovery →