Proactive tax planning

Tax Planning Packages. Strategy today. More tomorrow.

More than a tax season — a financial strategy. Start with a 30-minute telephone consultation and we'll recommend the planning package that fits.

Schedule your tax planning session Call 678-883-5100

01
Reduce your tax liability
02
Identify more deductions
03
Make informed financial decisions
04
Build long-term wealth

Packages

Choose your level of planning.

One-Time Tax Strategy Session

Get answers. Gain clarity.

$350

1 × 60-minute consultation

Review of your specific tax question or concern
Discussion of relevant income and expenses
Identification of potential deductions and tax-saving opportunities
Professional recommendations
Written action summary after the meeting

Ideal for

Clients with a specific tax matter or one-time guidance.

Book a planning call

Annual Tax Planning Package

Plan early. Stay on track.

$695/ year

2 × 60-minute consultations

Consultation 1 — Tax Planning & Strategy (early in the year)
Consultation 2 — Year-End Tax Review (fourth quarter)
Comprehensive prior-year return review
Current-year income and expense analysis
Tax liability projections and estimated tax payment guidance
Deduction and credit planning
Business income and expense allocation review (if applicable)
Written strategy summary after each consultation

Ideal for

Individuals and business owners who want proactive tax planning during the year.

Book a planning call

Quarterly Tax Planning Package

Stay informed. Maximize opportunities.

$1,295/ year

4 × 60-minute consultations

4 quarterly consultations (approx. every 3 months)
Ongoing income and expense analysis
Updated tax liability projections
Estimated tax payment adjustments
Deduction and credit planning
Business expense and owner compensation review (if applicable)
Retirement contribution planning
Cash-flow and tax-saving strategies
Year-end tax planning review
Written strategy summary after each consultation

Ideal for

Business owners, investors, and clients with multiple income streams who want year-round guidance.

Book a planning call

Next step

Plan today. Build tomorrow.

Tax planning consultations are 30 minutes by telephone. Pick a time and we'll call you. For business entity and S-Corp questions, see business tax strategy.

Schedule your tax planning session

No guaranteed outcome. Planning services are provided under a written engagement agreement. Results depend on individual circumstances and no specific tax savings are guaranteed.