Pricing

Every engagement begins with a comprehensive review of the last three years of filed tax returns.

This review is designed to identify:

• missed opportunities 
• structural inefficiencies 
• avoidable tax exposure 
• recoverable value 
• current and future planning opportunities 

• review of the prior three tax years 
• analysis of personal and business tax returns 
• review of entity structure and filing setup 
• written findings and strategic recommendations 
• strategy review meeting 

If significant tax savings or recoverable value is identified, additional success-based pricing may apply.

This fee is tied to the value of the opportunities uncovered and is capped at $35,000.

Final pricing depends on the complexity of the work involved.