Skip Navigation
Google Reviews Contact Us 850-275-9276

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
Implementation
$800+
per month
Annual subscribers save over 12%
Ideal for: Businesses with $500k+ in annual revenue seeking proactive tax strategies and a clear foundation for growth.
One-time Implementation Includes:
  • Secure client portal access
  • Prior-year tax returns review
  • Goal alignment + workflow setup
  • Strategic planning session + shared report
Ongoing partnership benefits include:
  • Personal income tax return
  • Business income tax return
  • Trifecta business and investment structure
  • Semi-annual tax planning
  • Annual tax savings analysis
  • Annual financial statement review
  • Self-guided value + wealth assessments
  • Priority 24-hour response time
  • Semi-annual advisory & strategy meetings
Schedule Consultation
Growth
Scale Profitably
$3,000
Implementation
$1,600+
per month
Annual subscribers save over 12%
Ideal for: Businesses with $1M+ in annual revenue ready to scale growth and enterprise value.
One-time implementation includes everything in Clarity, plus:
  • Comprehensive financial assessment
  • KPI framework development
  • Tax structure optimization analysis
Ongoing partnership benefits include everything in Clarity, plus:
  • Bookkeeping oversight
  • Quarterly financial + operational review
  • Detailed business performance insights
  • Cash flow scenario planning
  • Value + wealth assessments with action plans
  • Tax-smart investment strategies
  • Professional partner coordination
  • Quarterly advisory & strategy meetings
Schedule Consultation
Freedom
Optimize Value & Plan Your Exit
$5,000
Implementation
$2,700+
per month
Annual subscribers save over 12%
Ideal for: Businesses with $3M+ in annual revenue preparing for strategic exit and wealth transition.
One-time implementation includes everything in Growth, plus:
  • Complete business valuation & gap analysis
  • Exit readiness assessment
  • Custom strategic roadmap development
Ongoing partnership benefits include everything in Growth, plus:
  • Monthly Value Driver™ sessions
  • Exit + growth scenarios planning
  • M&A transaction advisory
  • Estate planning coordination
  • Monthly advisory & strategy meetings
Schedule Consultation

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 consultation.
Can I upgrade or downgrade my service tier?
Yes, with 30 days notice. We'll pro-rate any differences and ensure seamless transition.
What's not included in these packages?
Bookkeeping, payroll processing, sales tax filings, and audit representation are available as add-on services with separate pricing.
What's the commitment period?
All service tiers require a 12-month commitment to ensure we can deliver meaningful results and build a strategic partnership.
How do I get started?
We begin with a complimentary consultation to understand your needs and ensure we're a good fit before any engagement begins.