Strategist Track

TWICE-A-YEAR strategy sessions for smart, proactive decision-making.

Focused Mid-Year and Year-End tax strategy sessions for high earners, executives, and individuals with complex income (i.e. stock equity, retirement income, crypto, etc). We review withholdings, estimated payments, equity events, charitable strategies, and tax implications around major financial decisions. Perfect for clients who want clarity and confidence at key checkpoints.

QUARTERLY strategic support to refine, improve, and elevate results.

A structured quarterly meeting designed for small business owners seeking consistent progress and strategic planning. Each quarter, we review your financials, adjust tax estimates, evaluate payroll and retirement contributions, and provide tax and business guidance. Ideal for clients who want to stay on track with proactive, steady improvements without the intensity of monthly support.

Premium, high-touch MONTHLY partnership. 

Your most comprehensive VIP advisory collaborative partnership. This tier includes monthly strategic meetings, guided implementation of tax and wealth strategies, proactive tax estimate reviews, oversight of payroll and retirement contributions, and hands-on accountability. Designed for clients who want a fully collaborative advisor ensuring every opportunity is captured throughout the year.

Tax preparation is reactive. It reports what already happened.

Tax advisory is proactive and strategic.

Our advisory services focus on planning ahead, helping you make informed tax and financial decisions throughout the year. Instead of scrambling at filing time, we proactively evaluate tax estimates, income changes, major financial decisions, and strategy implementation so you can reduce taxes and build long-term wealth with intention.

The Comprehensive Tax Consultation is a 1–1.5 hour strategic deep dive, not a tax prep review.

We analyze your full financial and tax picture, identify opportunities, and build a custom tax, wealth, and legacy roadmap aligned with your goals. This includes a Mark Kohler-style Trifecta framework so you understand how tax, legal, and wealth strategies work together.

This consultation is required before entering an advisory track and sets the foundation for ongoing implementation.

Each advisory track provides proactive tax planning, estimate calculations, compliance reminders, and strategic guidance—the difference is the frequency, depth, and level of hands-on support.

• Strategist Track ($1,500/year)
  Twice-a-year mid-year and year-end strategy sessions, tax planning, estimate calculations, reminders, and financial review. Best for high-income individuals, executives, or retirees who want clarity at key decision points.
  
  
• Momentum Track ($3,500/year)
  Quarterly meetings with ongoing tax planning, financial review, estimate calculations, accountability, and guided strategy refinement. Ideal for small business owners who want structured, consistent support.
  
  
• VIP Advisory Track (Custom Pricing)
  Monthly, high-touch advisory partnership with continuous planning, proactive oversight, accountability, and guided implementation. Designed for clients who want an ongoing strategic partner ensuring opportunities aren’t missed throughout the year.
  

Tax return preparation and bookkeeping are not included in the standard advisory pricing for the Strategist and Momentum Tracks.

For clients in the Strategist and Momentum Tracks, tax return preparation and bookkeeping may be added as optional services, billed separately under a separate engagement.

For clients in the VIP Advisory Track, tax return preparation and bookkeeping are included as part of the advisory relationship, ensuring full alignment between planning, implementation, and compliance.

The right track depends on your income complexity, business activity, and desired level of involvement.

If you want clarity at key checkpoints, the Strategist Track may be enough.
If you want ongoing progress and quarterly accountability, Momentum is a strong fit.
If you want a fully collaborative, hands-on partnership with monthly guidance and implementation, VIP is ideal.

We’ll help you determine the best fit after your Comprehensive Consultation.

A one-time tax consultation is a standalone strategy session. Advisory is an ongoing relationship.

As an advisory client, you receive priority access to your tax advisor with pre-scheduled meetings, so you’re not competing for calendar availability during peak seasons. We file IRS and state POAs, monitor your tax accounts, track estimated payments, and remind you of critical deadlines.

Most importantly, advisory provides continuity. Strategies and action items are revisited, refined, and implemented over time—rather than discussed once and forgotten. This ensures proactive planning and consistent follow-through throughout the year.