Multi-entity. Multi-state. Syndications, K-1s, real estate funds, complex equity comp. If your tax life looks like a Venn diagram of three firms working around each other, this is the tier where it stops.
Three years reviewed across every entity and state. Full transcript pull for every SSN and EIN. Senior advisor on every working session. Tax Defense Plan delivered standalone — yours to keep.
For: $1M+ HHI · 3+ entities · syndication partners · multi-state operators · real estate fund GPs · post-exit founders · not for: single-entity owners (that's Comprehensive) or anyone under $500K (that's Standard).
Strategic clients have a CPA who files, a bookkeeper who keeps the books, an attorney on the entity work, and nobody owns the strategy. We take that seat. Then we coordinate everyone else around it.
The pain at this tier is different. It isn't "my preparer is bad." It's "I have a CPA, a bookkeeper, an attorney, and an investment advisor, and I'm the one tying it all together. I'm the bottleneck. And I'm not even the expert." Three real things prospects told us in the last 90 days.
"I have a CPA, a bookkeeper, and a real estate attorney. None of them talk. I'm the one explaining my own tax situation to my own tax guy every March."
$2.4M HHI · 4 entities · Apr 2026
"My K-1s come in late every year. My CPA files extensions, then files again, then files again. I pay penalties because nothing's coordinated."
Fund GP · syndication LP · Mar 2026
"We sold the company in 2024. The QSBS election should have happened, didn't. We're trying to fix it now. Nobody's even sure if we can."
Post-exit founder · Feb 2026
Strategic includes everything in Comprehensive, plus four pieces that only show up at this tier. The Tax Defense Plan alone has been quoted standalone at $7,500 — at Strategic, it ships included.
If you continue with us on an Elevated retainer (most Strategic clients do), the fee comes off your first month. The Tax Defense Plan ships either way. You walk away with it whether you engage further or not.
Book the 15-min Discovery →Most clients meet the IRS in audit. By then it's reactive. The Tax Defense Plan flips the order: we build the documentation chain, the accountable plans, the basis-tracking, and the audit narrative now — so if an IRS letter ever shows up, the file is already built.
Every deduction over $1,000 mapped to the underlying receipt, contract, or business-purpose note. Indexed. Linked in your portal. Pullable in under 90 seconds if a notice arrives.
We score each entity and each return for audit risk. Red, yellow, green. Where the file is thin, we fix it. Where it's strong, we document why.
Templated accountable plans for home office, vehicle, and reimbursable. Basis spreadsheets for every entity, updated quarterly. The two areas where the IRS wins most fights, prepared in advance.
Identifying detail removed. Numbers are modeled year-one savings or recovered tax from actual recent Strategic Tax Analyses. Available for verified reference on request after engagement.
Real estate syndication GP with four LLCs and one S-corp. K-1 coordination broke every March. We rebuilt the entity architecture, surfaced two late-election remedies, and re-modeled cost seg across three properties. Year-one savings $87K, plus extension penalties eliminated for the foreseeable future.
Founder sold a SaaS for $4.2M in 2024. QSBS Section 1202 exclusion was missed by prior CPA. We refiled within the statute window and recovered ~$340K in federal tax that was overpaid at exit. Relocation strategy also surfaced for 2026.
Tech executive with W-2, RSUs, two rentals in three states, and a side consulting LLC. We restructured the LLC to S-corp, re-allocated state sourcing, and ran cost seg on both rentals. Year-one savings $52K, recurring annually.
Strategic clients typically model $30K–$200K+ in year-one savings. If the Discovery call surfaces less than $30K of opportunity, we recommend Comprehensive at $5,000 instead. Strategic is built for the case where the math is obvious. If the math isn't obvious yet, you don't need this tier.
3-week delivery. Multi-entity scope takes longer than Standard. We commit to 21 days from intake. Miss it and we knock $1,500 off automatically.
$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.
Tax Defense Plan ships. Even if you don't continue with us on retainer. It's yours to keep, the day we deliver. That's the floor.
Because the work is 8× the work and the leverage is 20×. Standard scopes one entity and one household. Strategic scopes up to five entities, multi-state, syndications, equity comp, exit events, and includes the Tax Defense Plan (which prices standalone at $7,500). The fee credits to your engagement. If we continue together on an Elevated retainer, the analysis effectively pays itself back inside the first month.
Comprehensive ($5K) if you have 2 entities and a clear tax picture. Multi-rental, multi-state but not syndication-deep, no exit event on the horizon. Strategic ($10K) if you have 3+ entities, a syndication position, a recent or upcoming exit, or your bench (CPA, attorney, advisor) doesn't coordinate. We'll tell you which one fits on the 15-minute Discovery call before you pay a dollar.
It's the audit-resilience layer most firms don't build until the IRS letter arrives. Documentation chain. Accountable plans. Basis tracking. Audit-resilience scoring. We build it for every Strategic client because at this tier, audit risk is real and the cost of being unprepared is in the six figures. Standard and Comprehensive don't include it because at those tiers the structural complexity doesn't justify the build cost.
We cap Strategic at 6 active analyses per quarter. Multi-entity scope takes 50+ hours of senior advisor time per engagement, and our bench is finite. If the quarter is full, you book into the next one. The Discovery call shows you the next available slot. No artificial scarcity — just real capacity.
Yes. Bench coordination calls are built into Strategic. We get on the phone with whoever you already have. We translate. We tell them where they're right and where they need to do something different. They stay in their seats. You stop being the one who carries the message.
The Tax Defense Plan ships standalone at $7,500 to existing clients on retainer. If you're not on retainer with us yet, the path is: do Strategic ($10K, Tax Defense Plan included), keep the deliverable whether you continue or not. That's the cleanest way to get the Defense Plan if you're new to us.
The Discovery call is where we map your income, entities, and bench to the right tier. If Strategic isn't your fit, we say so. If you're ready, we send the engagement letter same day and you book into the next available slot.
Book the 15-min Discovery →