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Pricing

Strategic Tax & Advisory Services

Fixed-fee pricing designed for business owners seeking clarity, growth, and tax optimization

Clarity
Gain a Tax-Smart Advantage
$1,000
One-time setup
$800+
per month
Save 10% with annual payment
Best for: Businesses with $500K+ revenue seeking proactive tax strategies.
IMPLEMENTATION:
  • Secure portal setup
  • Strategic tax planning session
  • Goal alignment & action plan
  • Self-guided Value Builder assessments
ONGOING SERVICES:
  • Personal & business tax prep
  • Semi-annual tax planning
  • Annual tax savings analysis
  • Trifecta structure optimization
  • 2 strategic advisory meetings per year
  • 24-hour priority response
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Growth
Scale Profitably
$3,000
One-time setup
$1,700+
per month
Save 10% with annual payment
Best for: Businesses with $1M+ revenue ready to scale growth and enterprise value.
IMPLEMENTATION:
  • Everything in Clarity
  • Comprehensive financial assessment
  • Tax structure optimization
  • Guided Value Builder & Freedom Score sessions
ONGOING SERVICES:
  • Everything in Clarity
  • Bookkeeping oversight & QC
  • Quarterly financial review
  • Cash flow scenario planning
  • Tax-smart investment strategies
  • 4 quarterly advisory meetings
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Freedom
Optimize Value & Plan Your Exit
$5,000
One-time setup
$3,200+
per month
Save 10% with annual payment
Best for: Businesses with $3M+ revenue preparing for strategic exit and wealth transition.
IMPLEMENTATION:
  • Everything in Growth
  • Exit readiness assessment
  • Business valuation & gap analysis
  • Custom strategic roadmap
ONGOING SERVICES:
  • Everything in Growth
  • Monthly meetings: tax, financial & Value Builder
  • Exit & growth scenario planning
  • M&A transaction advisory
  • Estate planning coordination
  • Wealth advisor collaboration
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Flexible Options

Upgrade Options

  • Tier upgrades available with 30-day notice
  • Custom hybrid arrangements for unique situations
  • Project-based advisory at $450/hour for all tiers

Additional Services

  • Additional entities: starts at $300/month each
  • Complex family structures: quoted separately
  • Multi-state operations: assessed during consultation

Common Questions

What if my business has multiple entities?
Additional entities start at $300/month each. Fees scale with revenue and complexity, and we'll provide transparent pricing during your consultation.
How does pricing scale with revenue?
Monthly fees increase modestly as your business grows. For example, Growth tier starts at $1,700/month for $1M revenue and scales to $2,600/month at $20M revenue. We provide clear pricing before you commit.
What's the commitment period?
Advisory subscriptions are month-to-month with 30 days' notice to cancel. However, we recommend a 12-month commitment to achieve meaningful tax savings and strategic results.
What's not included in these packages?
We do not provide bookkeeping data entry, payroll processing, sales tax filings, or audit representation. Our advisory services focus on tax strategy, financial planning, and business growth. We can recommend qualified partners for these services.
Can I change tiers?
Yes. You can upgrade anytime with 30 days' notice. We'll pro-rate any differences and ensure a seamless transition. Downgrades are evaluated on a case-by-case basis.
How do I get started?
Schedule a complimentary consultation. We'll understand your needs, recommend the right tier, and ensure we're a good fit before any engagement begins.
What happens in the implementation phase?
Implementation includes portal setup, strategic tax planning session, goal alignment, and access to Value Builder™ assessments. Higher tiers add guided assessments, comprehensive financial review, tax structure optimization, and exit readiness analysis.
What are Value Builder™ assessments?
Value Builder™ assessments measure your business value, personal financial readiness, and exit preparedness. Clarity clients complete these self-guided. Growth and Freedom clients receive guided sessions with interpretation and action plans.
Do you work with clients outside Florida?
Yes. We serve clients nationwide for federal tax and advisory services. Multi-state tax compliance is assessed during consultation based on your specific situation.