Tax Planning

Planning
$2,500 – $9,800

The Planning is the most important
part of the engagement.

You are performing a review of their tax position and making recommendations for how much you can save them. We charge 30% of estimated savings minimum $2,500 and capped at $9,800.

We limit the pricing to $9,800 to get the client in the door. We make the rest up on implementation.

Implementation
$1,000 – $10,000+

During the Tax Planning engagement we present the client with anywhere from 1-25+ strategies depending on their circumstances.

We may choose 1-4 basic strategies to implement with planning, but most strategies require time to implement. 

We charge minimum $1,000 up to tens of thousands or more for implementation. There may be commissions from 3rd parties. 

Preparation
$2,000+ Biz, $1,000+ Ind

The preparation of the returns is a separate fee from the planning and the implementation.

This also does not include any write-up or clean up work.

Business returns are a minimum of $1,200 and a target of $2,000+. 

Individual returns are minimum $750, target of $1,000+. 

Quarterly
$1,000 – $10,000+

Keeping up with the compliance to ensure the savings are defendable, and realized in the returns, you may decide to charge for quarterly maintenance.

This includes basic planning, implementation of basic planning strategies, review of financial results and estimated payments.

We charge $1,000+ or more per quarter. If you’re bundling preparation, ensure you add
that to the price.