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, payroll, and financial expertise
  • Retirement Planning experts to help you increase your wealth and legacy

Choose Your Tax Planning Package

Packages Include:
Premiere
Pro
Elite
The Tax Plan for 2023, 2024 & Beyond
✓
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Deduction Review & Strategy Planning
✓
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Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
✓
✓
✓
Retirement Planning & Strategy to Hit an Extra $1M by Retirement
✓
✓
✓
Insurance Review to Protect Assets & Reduce Taxes
✓
✓
✓
TCJA, FFCRA, CARES, Covid Relief Bill Review for Liability Minimization
✓
✓
✓
Review Biden Tax Policy Proposed Pre-Law Changes & Recommendations
✓
✓
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IRS & Court Case References Support Positions
✓
✓
✓
Tax Advantages Wealth Management Review
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Core Strategy Implementation
✓
✓
✓
Business Tax Preparation
✓
✓
✓
Quarterly Estimated Payments
✓
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Quarterly Core Tax Planning & Implementation
✓
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Quarterly 1-on-1 Business Review
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Transition to QuickBooks Online for the Current Year
✓
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✓
Business Accounting Cleanup (10 hours included)
✓
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Monthly Business Virtual CFO & Review of Financial Results
✕
✓
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Real Time Financial Reports
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✓
✓
Bank Reconciliations & Month End Close
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✓
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Up to ten (10) 1099 Distributions
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✓
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Monthly Owner(s) Payroll (up to 5 employees)
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✓
Cash Flow Management
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✓
Up to 3 Dependent(s) Tax Returns (income up to $35K)
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Tax Free Retirement & Legacy Planning
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Audit Protection (10 hours included)
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Planning to Increase Revenue, Gross Profit, Net Profit & Net Worth
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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

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