Choose A Plan That's Right For You

Tax Planning Packages

At The Tax Planning Pros, we understand that every business is unique, which is why we offer tailored packages for every aspect of your business. At the end of the day, we want to enable you to stay focused on what you are passionate about. Whether you are an entrepreneur, solopreneur, small business owner, or company with a large team, we have options to help you protect more of your hard-earned revenue, increase cash flow, and enrich your legacy. When you become a client of The Tax Planning Pros, you gain access to:

  • Certified tax strategists to help you maximize your deductions
  • CFO specialists to help you increase your cash flow and plan for your business
  • Decades of tax, CFO, and financial expertise
  • Retirement Planning experts to help you increase your wealth and legacy

Choose Your Tax Planning Package

Business Owners
Core
Pro
Elite
The Tax Plan for 2026 & Beyond
✓
✓
✓
Deduction Review & Strategy Planning
✓
✓
✓
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
✓
✓
✓
Review of Tax Advantaged Investments & Retirement Options
✓
✓
✓
Insurance Review to Protect Assets & Reduce Taxes
✓
✓
✓
Utilization of Tax Credits, Incentives, Reliefs, & Reforms for Liability Minimization
✓
✓
✓
Review New Tax Policy Proposed Pre-Law Changes And Make Recommendations
✓
✓
✓
IRS & Court Case References Support Positions
✓
✓
✓
Core Strategy Implementation
✓
✓
✓
2026 Business Tax Preparation- Includes Audit Protection
✓
✓
✓
2026 Individual Tax Preparation- Includes Audit Protection
✓
✓
✓
Quarterly Estimated Payments
✓
✓
✓
Quarterly Core Tax Planning & Implementation
✓
✓
✓
Quarterly 1on1 Tax Review
✓
✓
✓
Transition to QuickBooks Online for the Current Year
✕
✓
✓
Business Accounting Clean-Up (10 hours included)
✕
✓
✓
Business Accounting Meetings & Review of Financial Results
✕
Quartelry
Monthly
Bank Reconciliations & Month/Quarter End Close
✕
Quartelry
Monthly
Customized & Accessible Financial Reports
✕
✓
✓
1099 Distributions
✕
Up to 10
Up to 20
Cash Flow Management
✕
✕
✓
Up to 3 Dependent(s) Tax Returns (income up to $35K)
✕
✕
✓
Tax Free Retirement & Legacy Planning
✕
✕
✓
Planning To ↑Revenue ↑Gross Profit ↑Net Profit ↑Net Worth
✕
✕
✓
Sign Up
Sign Up
Sign Up
Client Testimonials

Discover What Our Clients

Have To Say About Their

Experience With Us

Jeff and his team offer a wide variety of resources and professionals. I appreciate the tax planning aspect and overall business review. They are efficient with communications and procedures. The bottom line of also realizing tax savings is a definite bonus.

Lynn Pender

Tru Blue Construction

Ready to Get Started?

Get Your Tax Planning Strategy Session Today