Packages

Realtor & Entrepreneur Packages

12-Month Advisory Package

Fixed Fee For Entire 12 Months

Tax Advisory Services (TAS)

Includes the core Tax Advisory Services:
Strategic Tax Plan
Maximize Tax Deductions
Optimize Legal Entity Structure
Proprietary Strategies & Loopholes for Realtors and Self-Employed Entrepreneurs
Full implementation of Strategies from the Tax Plan
Year-Round Compliance
Income Tax Preparation

Impact Report to Showcase Savings
from the Tax Plan

Payroll and Payroll Tax Reporting (additional fee may apply)
1099 Preparation and Reporting (additional fee)
Unlimited Tax Advice
Quarterly Meeting With Your Professional Tax Coach
Tax Projection for Current Year
Calculate Estimated Tax Payment for Current Year
Updates to Tax Plan
Strategy Implementation
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TAS + Client Accounting Services

Everything in TAS plus Client Accounting Services (CAS):
Primary Accounting Specialist
Monthly Accounting & Bookkeeping
Bank and Credit Card Reconciliations
Monthly or Quarterly Financial Statements
Payroll Set Up and Maintenance
Unlimited Email Support from Your Accounting Specialist
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TAS + CAS + Success Coaching

Everything in TAS + CAS plus Success Coaching:
Initially: Strategic Planning to Set Your Goals for Gross and Net Income
Initially: Strategic Planning to Set Your Goals for Savings and Investing
Initially: Strategic Planning to Set Goals for your Business and Wealth Creation
Initially: Strategic Planning to Set Metrics and Action Plans to Achieve your Goals
Ongoing: Review Actual Numbers Compared to Goals
Ongoing: Compare to Industry Standards (Benchmarking)
Ongoing: Accountability Coaching (Regular Meetings to Review Numbers and Track Results)
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