If you have two or more entities, rentals across states, crypto, or a $500K+ household with equity events, no single preparer has ever looked at all of it together. The $5,000 Comprehensive Tax Analysis maps your whole structure — and ranks every missed dollar by what to fix first. It's the tier about 70% of our clients choose.
Three years reviewed across every entity. IRS transcripts pulled for each. Investment-asset strategy built around what you own. Senior advisor on a 90-minute delivery call. The fee credits to your first month of recurring work if you continue.
For: multi-entity owners · real estate investors with 1–6 doors · $500K–$5M households with rentals, RSUs, or crypto · not for: single-entity, single-household (that's Standard) or $1M+ / 3+ entities / syndications (that's Strategic).
Comprehensive is the right tier when your tax story has real surface area. Multiple entities, rentals in more than one state, crypto on the side, or equity comp stacking up. Big enough that the pieces have to be coordinated, not filed in isolation.
You've got the entities. You've got the rentals. You've got the income. What you've never had is one person who looks at the whole structure and tells you what it's costing you to leave it uncoordinated. Three real things real prospects told us in the last 90 days.
"Our W-2 taxes are getting slaughtered. Every time I asked my preparer what we could do, he just said: pay more."
$450K W-2 + rentals · Apr 2026
"I have three LLCs and an S-corp. Nobody has ever looked at all of them together. I just sign whatever gets put in front of me."
Multi-entity owner · Feb 2026
"I bought six properties in four years. My guy puts them on the personal return every April and never once mentioned cost seg."
Real estate investor · Mar 2026
Nothing on this list is filler. Every piece lands in your private portal during the two weeks and gets compiled into one master packet. You keep it whether you continue with us or not.
The fee comes off the first month of recurring work. Effectively, the analysis is free if you become a client. If you don't, you keep the entire deliverable.
Book the 15-min Discovery →Identifying detail removed. Numbers are modeled year-one savings from actual recent Comprehensive Tax Analyses. Available for verified reference on request after engagement.
Dual-income household added five rentals across four states. We modeled cost segregation on the highest-basis property, fixed the titling on two LLCs, and surfaced a 1031 path that would have been missed. Year-one savings landed $30K–$40K.
A San Antonio owner ran six Airbnbs through an S-corp a prior preparer set up. That preparer had quietly moved the properties to the personal return and billed a single line through the entity. We rebuilt the structure with the right basis and recovered ~$18K in misapplied tax.
Two operating LLCs, an S-corp, and a wallet full of staking income the prior preparer never tracked. We coordinated reasonable comp across the entities, set up an accountable plan, and built a harvesting plan for the crypto. Modeled year-one savings: ~$22K.
Most Comprehensive clients model $15K–$40K in year-one savings. The fee is $5,000. If your situation models below that, we say so on the call, refund within 7 days of delivery, and recommend the Standard tier or a $1,000 Tax Review instead. We're not in the business of selling you something you don't need.
$10,000 minimum find — or your analysis is on us. If we don't surface at least $10,000 in tax savings and opportunities, we refund your analysis fee in full.
Two weeks from intake to delivery. If we miss that, we knock $500 off automatically.
No upsell pressure. The Tax Analysis is a one-time engagement. Continue with us if you want to. Don't if you don't. The deliverable is yours either way.
Three Google reviews from clients in the Comprehensive zone — multi-entity owners, real estate investors, and high earners who needed the whole picture coordinated.
When I found myself facing an IRS audit, I was understandably anxious about the situation. However, Joel stepped in and provided exceptional guidance and support. His expertise saved me over $100,000, an incredible result that I never imagined possible.
Hands down, the very best accountant/business consultant that I've ever worked with. Their expertise saved me time and money. The services I've used them for: LLC creation, business bookkeeping, crypto bookkeeping, and managing my personal taxes.
Extremely competent accountant and tax strategist, combined with excellent work ethic. You just don't get service like this anymore. Very knowledgeable, can-do attitude, treats you like family. Saved us an unbelievable amount of money — so worth every penny.
Because the work is wider. We review every entity and the personal return, request IRS transcripts under power of attorney for each, model entity structure and reasonable comp across the whole picture, and build a three-year forward plan. Most Comprehensive clients model $15K–$40K in year-one savings, so the fee usually pays for itself the first year. It also credits 100% to your engagement if you continue.
Standard ($2,500) if you have one entity and one household. Single-member LLC, single rental, single side business, single state. Comprehensive ($5,000) if you have multiple entities, multiple rentals, multi-state filings, crypto, or a recent equity event. About 70% of our clients land at Comprehensive. We confirm which one fits on the 15-minute Discovery call before you pay.
Comprehensive ($5,000) covers most multi-entity owners and high earners up to about $5M in income. Strategic ($10,000) is for $1M+ households with 3+ entities, syndication positions, or post-exit complexity — and it includes the Tax Defense Plan. If your audit surface area is wide or your bench (CPA, attorney, advisor) needs to coordinate, Strategic is the fit. We tell you on the call. See Strategic.
Both. You get a written analysis covering the last three years and the three years ahead, IRS transcript review under power of attorney, entity and investment-asset strategy, a ranked action list by dollar impact, and a 90-minute delivery session with your senior advisor. Everything is compiled into one master packet that lives in your private Basecamp portal for the life of your engagement, and the deliverable is yours to keep.
Two weeks from the day your documents are in. If you have a time-sensitive situation (a sale closing, a relocation, an IRS notice), urgent triage runs in the first 72 hours so nothing waits on the full delivery.
Totally fine. You keep the analysis and take it to your current preparer so they can do their job better. About 70% of analysis clients move to ongoing work with us. The other 30% take the plan back home. Either is fine. If your current preparer was already doing entity coordination, cost seg, reasonable comp, and quarterly estimates, you don't need us, and we'll say so.
The Discovery call is where we map your income, entities, and pain to the right tier. Not a sales pitch. If Comprehensive isn't your fit, we say so. If you're ready, we send the engagement letter same day.
Book the 15-min Discovery →