FAQ
FAQ
Frequently asked questions
Here are the top questions our clients ask before getting started.
How is this different from traditional tax preparation?
Traditional tax prep focuses on reporting what already happened. Our work focuses on year-round tax planning, helping you make informed decisions before opportunities are missed.
What industries do you work with?
We work with business owners making at least 250k+ across a range of inudstries, including professional services, real estate, e-commerce, construction, and other owner-operated businesses. Our focus is less on industry and more on complexity, growth, and planning needs.
Is this aggressive or risky tax planning?
No. All strategies are designed to be legal, compliant, and defensible.
What does this typically cost?
Pricing varies as a flat rate fee from $5k to $100k depending on complexity, scope, and level of advisory support.
Is this a year-long commitment?
Not always. Some clients engage with us for ongoing, year-round advisory, while others start with a focused planning engagement. We'll discuss the right structure for your situation during the initial call.
How is this different from traditional tax preparation?
Traditional tax prep focuses on reporting what already happened. Our work focuses on year-round tax planning, helping you make informed decisions before opportunities are missed.
What industries do you work with?
We work with business owners making at least 250k+ across a range of inudstries, including professional services, real estate, e-commerce, construction, and other owner-operated businesses. Our focus is less on industry and more on complexity, growth, and planning needs.
Is this aggressive or risky tax planning?
No. All strategies are designed to be legal, compliant, and defensible.
What does this typically cost?
Pricing varies as a flat rate fee from $5k to $100k depending on complexity, scope, and level of advisory support.
Is this a year-long commitment?
Not always. Some clients engage with us for ongoing, year-round advisory, while others start with a focused planning engagement. We'll discuss the right structure for your situation during the initial call.
How is this different from traditional tax preparation?
Traditional tax prep focuses on reporting what already happened. Our work focuses on year-round tax planning, helping you make informed decisions before opportunities are missed.
What industries do you work with?
We work with business owners making at least 250k+ across a range of inudstries, including professional services, real estate, e-commerce, construction, and other owner-operated businesses. Our focus is less on industry and more on complexity, growth, and planning needs.
Is this aggressive or risky tax planning?
No. All strategies are designed to be legal, compliant, and defensible.
What does this typically cost?
Pricing varies as a flat rate fee from $5k to $100k depending on complexity, scope, and level of advisory support.
Is this a year-long commitment?
Not always. Some clients engage with us for ongoing, year-round advisory, while others start with a focused planning engagement. We'll discuss the right structure for your situation during the initial call.