Tax Strategy That Protects Your Wealth, Not Just Your Return
Most firms treat taxes as a once-a-year filing task. We treat taxes as a year-round decision system that helps you keep more of what you earn, protect what you’ve built, and avoid expensive surprises.
Our Tax Solutions are built for clients who understand one decision can change your wealth outcome.
We’re a fit if you are:
- A retiree or near-retiree who wants a proactive tax plan for withdrawals, Roth conversions, RMDs, and Medicare-related tax traps
- A tech professional with equity compensation (RSUs/options) who needs decision modeling, not generic advice
- A business owner who wants proactive planning throughout the year, not reactive filing after the fact
You don’t have a tax problem. You have a decision problem.
The biggest tax savings rarely come from finding a new deduction in March. They come from making a handful of major decisions the right way:
- When to realize income (or defer it)
- How to complete Roth conversions, minimize RMDs, coordinate with Medicare and Social Security
- How to handle equity compensation events without regret
- How to structure business income and quarterly estimates intelligently
- How to time charitable giving and capital gains
Our job is to help you make those decisions with confidence, then file returns that reflect the strategy.
We have several tax solutions available to suit your unique needs:
- Option 1: when all you need is a tax return prepared
- Option 2: best for steady years (plan + two checkpoints)
- Option 3: best for decision-heavy years (quarterly + modeling as events happen)
- Option 4: best for business owners (entity + personal strategy under one roof)
Option 1: Tax Filing
$1,500 per year
Designed for individuals who want accurate preparation and clean filing, without ongoing strategy. This option includes:
- Federal + state return preparation and e-filing
- Secure upload portal + organizer
- Clarifying questions needed to complete the return
- Delivered copy of filed returns + e-file confirmations
*Pricing increases based on complexity (multi-state, K-1s, significant equity activity, multiple brokerage statements, amendments, etc.).
Option 2: Tax Filing + Annual Tax Strategy
$400 per month
Perfect for clients who want proactive planning and a clear year-ahead plan, not surprises. Includes everything in Option 1, plus:
- Annual tax projection (what you’re likely to owe and why)
- Withholding/estimated tax plan (what to pay and when)
- Two strategy meetings (mid-year + year-end)
- Year-end action list (the few moves that matter most)
- Coordination for execution (advisor/payroll/bookkeeper as needed)
*Minimum 12-month engagement. Filing included for the year of engagement.
Option 3: Tax Filing + Complex Tax Strategy
$800 per month
For clients with complex decisions throughout the year who want active guidance and scenario modeling. Includes everything in Option 2, plus:
- Quarterly planning cadence (stay ahead of changes)
- Decision modeling as events occur (equity, retirement, gains, giving)
- Proactive check-ins when life changes (job change, move, sale, retirement)
- Priority response during key windows (exercise/sell, conversion timing, year-end)
- Deeper execution coordination (payroll/bookkeeping/advisor)
*Minimum 12-month engagement. Filing included for the year of engagement.
Option 4: Business Owner Tax Strategy + Entity Returns
$1,250 per month
Designed for business owners who need entity-level strategy and clean execution at the personal level.
Includes everything in Option 3, plus:
- Personal return + one entity return (S-Corp or Partnership)
- Quarterly estimates tied to business cash flow
- Entity strategy + compensation planning (when applicable)
- 4–6 planning touchpoints per year (based on complexity)
- Integrated projection across business + personal income
*Starting price includes one entity. Additional entities/special filings are quoted case-by-case. Clean bookkeeping is required (or we’ll recommend a solution).
How it Works:
Step 1: Schedule a Call
We’ll meet virtually to discuss the decisions driving your tax outcomes.
Step 2: Plan and Projections
We'll define the few tax moves that matter most and model your year (and the next few years when needed).
Step 3: Execution Support
We'll develop tax withholding/estimates guidance and timing decisions.
Step 4: Filing
We'll file clean, accurate returns aligned with your overall tax strategy.
For clients who want a longer-term wealth management relationship
Our Tax Solutions is often the first step in their financial journey. If, over time, you want:
- investment strategy coordinated with tax decisions,
- retirement income planning built around after-tax cash flow, and
- ongoing implementation with one team accountable,
We can discuss expanding into the Premier Wealth Blueprint. There’s no pressure and no assumption. It’s simply the natural next step when you’re ready for full integration.
Explore how the Premier Wealth Blueprint can transform your financial future.
FAQ About Our Tax Solutions
Yes. Tax strategy and meetings can be done virtually.
Yes (Option 1). But most clients engage us for planning because that’s where the value is.
Yes. We support planning decisions around RSUs/options and coordinate tax impact with your broader goals.
Yes. We can collaborate where it improves outcomes.
We can discuss representation if it arises.
Schedule your consultation today and take the first step toward clarity, confidence, and peace of mind.