PRICING
Tailored tax planning. Choose the plan that’s right for
you:




 
Here are some more details on how we’ll work together
Initial Consult
Discuss Tax Situation
& Outline Timeline for Deliverables
Check-Ins
Discuss Tax Planning Strategies
& Review Tax Projections
Tax
Projections
 
Deliverables












































Payment Options

Bronze

<a href="https://www.vecteezy.com/free-vector/check-mark-box">Check Mark Box Vectors by Vecteezy</a>

Delivery
 
1 Projection; done at time of Plan delivery
 
  • Explain what RSUs and RTUs are, how they work, and go through your stock compensation plan together.
 
  • Delve into the tax implications of RSUs and RTUs covering taxation at vesting pre & post IPO as well as capital gains treatment

 

  • Explore strategies foradjusting for your federal and state tax withholding – discuss the pros & cons of upping your supplemental tax withholding

 

  • Explore strategies for shifting income & expenses(where possible)

 

  • Accredited Investors: Delve into more advanced tax planning strategies to minimize immediate tax liability and optimize your future income
 
  • Clear breakdown on thetiming of when estimated tax payments are required, where to pay them, how to pay them.
 
  • One tax projection spanningtwo calendar years (year of engagement + 2nd year) accounting for major life changes

 
one time fee paid up front of $3,750 + $500 per entity via card

Silver

<a href="https://www.vecteezy.com/free-vector/check-mark-box">Check Mark Box Vectors by Vecteezy</a>

Delivery & 1 Check-In
2 Projections; one at
plan delivery and one
within 6 months
  • Everything in Bronze - PLUS
 
  • A detailed analysis of your ISOs and NSOs / Token Options
 
  • Important information on Alternative Minimum Tax(AMT) and why it matters to you when deciding when and what to execute
 
  • Small Business Stock & 83(b)elections (if applicable)

 

  • Discussion of moving to adifferent tax jurisdiction to maximize your assets (if applicable)
 
  • Education of how taxation works at point of exercise for your stock options/ tokens as well as taxation at point of sale
 
  • Up to two tax projections spanning two calendar years (year of engagement+ 2nd year) accounting for any stock/option exercises
 
  • Six (6) month unlimited email support to help you make an informed decision and support you in implementation
 
 
one time fee paid up front of $7,500
OR
four (4) monthly
installments of $2,250 via ACH

Gold

<a href="https://www.vecteezy.com/free-vector/check-mark-box">Check Mark Box Vectors by Vecteezy</a>
 
Delivery & 3 Quarterly Check-Ins
4 Projections 

 
  • Everything in Silver – PLUS

 

  • One (1) year of Tax filing foryour individual federal andone state tax return for oneyear (valued at $2,000).

 

  • Four (4) quarterly check-ins to explore adding additional tax planning strategies with subject matter experts (as applicable) 

 

  • Twelve (12) month unlimited email support to help you make an informed decision and support you in  implementation.

 

* Entity Returns start at $2,400 each





















 
one time fee paid up front of $12,500
OR
four (4) monthly
installments of $3,995 via ACH