PRICING
Tailored tax planning. Choose the plan
that’s right for you:
Bronze
Starting At $3,750

Just the Plan, please! For those
who want the road map to save,
but want to implement it
themselves.

Reserve your spot
 
Silver
Starting At $7,500

For people who need the Plan and
would like a checkup during the
second half of the year.


Reserve your spot

 
Gold
Starting At $12,500

For people who want it all – tax
planning & personal tax filing
all in one.


Reserve your Spot

 
Platinum
To Be Discussed

I want it all – and I need CFO services for my business.



Reserve your spot


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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>

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

 

 
  • Everything in Gold – PLUS
 
  • Entity Tax Filing including one state (valued at $2,400+)
 
  • Optional Bookkeeping & Accounting (value varies by scope)
 
  • Twelve (12) monthly Check-ins to include quarterly tax planning checkups and monthly CFO oversight
















































 
Gold tier rate and payment terms
PLUS
Monthly flat rate for CFO as negotiated