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You have selected the Tax Strategy Consult with a Tax Attorney membership level.

Tax Attorney Designed: For Business Owners and Investors and those making less than $250k/yr income and less than $1M in assets and less than 4 entities or rentals. Get the peace of mind you deserve!

  • Personalized Tax Planning Strategy 1 Meetings with Attorney (up to 1 hour each)..
  • Tax Strategy Session with Tax Attorney Attorney will build your Trifecta diagram (business, assets, estate, tax) and Tax & Legal Implementation Plan.
  • Tax Return Reviewed by Tax Attorney Review most recent tax return(s) as part of building a Trifecta Diagram
  • Compliance & Filing Strategy I'll provide clear explanations and answer your questions, empowering you to make informed financial decisions.

The price for membership is $1,495.00 per Year.

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