OUR FEE SCHEDULE

THIS INCLUDES A COMPREHENSIVE REVIEW OF 1 PERSONAL AND 1 BUSINESS TAX YEAR USING ADVANCED AI-POWERED ANALYTICS TO UNCOVER MISSED DEDUCTIONS, STRATEGIC FILING OPPORTUNITIES, AND COSTLY RED FLAGS. YOU’LL RECEIVE A DETAILED, CPA-READY PROFESSIONAL REPORT THAT CAN IMMEDIATELY IMPROVE TAX EFFICIENCY AND LONG-TERM PLANNING.

NOTE: THIS SERVICE DOES NOT INCLUDE TAX PREPARATION OR FILING. YOUR CURRENT TAX PROFESSIONAL WILL USE THE FINDINGS TO IMPLEMENT THE STRATEGIES IDENTIFIED.

THIS SERVICE INCLUDES A DETAILED REVIEW OF UP TO TWO PRIOR TAX YEARS FOR UP TO SEVEN BUSINESS ENTITIES AND STATE RELOCATION RECOMMENDATIONS FOR YOUR BUSINESS(ES). YOU WILL RECEIVE A CPA-REPORT IF AN AMENDED RETURN IS RECOMMENDED. ALL NECESSARY DOCUMENTS MUST BE GIVEN TO YOUR TAX PROFESSIONAL TO SUCCESSFULLY PROCESS ANY AMENDED RETURNS.

NOTE: THIS SERVICE DOES NOT INCLUDE ENTITY FORMATION, STATE FILINGS, OR TAX PREPARATION. IMPLEMENTATION IS THE RESPONSIBILITY OF YOUR TAX PROFESSIONAL OR LAWYER.

THIS SERVICE PROVIDES A REVOCABLE LIVING TRUST THAT ALLOWS YOU TO MAINTAIN CONTROL OVER YOUR ASSETS DURING YOUR LIFETIME AND DESIGNATE BENEFICIARY(IES) WHO WILL AVOID GOING THROUGH PROBATE AFTER YOUR DEATH. YOU WILL RECEIVE A COMPLETE, READY-TO-SIGN DOCUMENT THAT WILL BECOME A TRUST AFTER NOTARIZATION ALONG WITH GUIDANCE ON HOW TO FUND THE TRUST TO ENSURE FULL EFFECTIVENESS.

NOTE: THIS SERVICE DOES NOT INCLUDE ONGOING TRUST ADMINISTRATION. 

THIS SERVICE PROVIDES AN IRREVOCABLE TRUST DESIGNED TO PROTECT YOUR ASSETS FROM CREDITORS AND ESTATE TAXES. ONCE ESTABLISHED, YOU WILL NO LONGER HAVE CONTROL OVER THE ASSETS. THIS TYPE OF TRUST WILL REQUIRE ITS OWN EIN FOR TAX REPORTING PURPOSES. YOU WILL RECEIVE A COMPLETE, READY-TO-SIGN DOCUMENT THAT BECOMES A TRUST AFTER NOTARIZATION, ALONG WITH GUIDANCE ON FUNDING THE TRUST TO ENSURE ITS FULL PROTECTION AND FUNCTIONALITY.

NOTE: THIS SERVICE DOES NOT INCLUDE ONGOING TRUST ADMINISTRATION.

AFTER PURCHASING ANY OF THE ABOVE PACKAGES, YOU MAY ADD ADDITIONAL TRUSTS FOR THE FEE ABOVE.

EXCLUSIVE STRATEGIES AND ADVANCED TRUST PACKAGES, INCLUDING DYNASTY-LEVEL GENERATIONAL WEALTH TRUSTS, HAVE BEEN CREATED FOR SELECT HIGHLINE CLIENTS. HOWEVER, TO MAINTAIN PROFESSIONAL DISCRETION AND PROTECT THE PROPRIETARY NATURE OF THESE SOPHISTICATED DESIGNS, THEY ARE NOT PUBLICLY LISTED. ALL SUCH STRATEGIES WILL BE DISCUSSED PRIVATELY DURING A CONSULTING CALL PRIOR TO ENGAGEMENT TO PRESERVE THE EXCLUSIVITY AND INTEGRITY OF OUR WORK.