Built for individuals whose finances have outgrown once-a-year tax prep — equity compensation, multiple states, trusts, rental or investment entities, or a liquidity event on the horizon. Three tiers, so you get exactly the level of attention your situation requires.
Onboarding from $500 — includes diagnostic review of prior returns, entity and withholding review, and planning baseline.
All prices are starting points — every engagement is quoted individually after a discovery call. Pricing reflects an annual adjustment (CPI or 3%, whichever is greater).
A short scoping call is the fastest way to find out. No pressure, no obligation.
Book a Scoping Call