Essential
W-2 or single-income-source individuals who want a projection and a plan to avoid surprises.
Flat-rate quoted after a free discovery call
Schedule discovery call- Prior-year return review (up to 3 yrs)
- Current-year tax projection
- Withholding / estimated payment calibration
- Entity structure review (S-corp, LLC, etc.)(not included)
- Retirement & DAF / charitable strategy(not included)
- Equity comp / ISO-AMT planning(not included)
- Real estate & depreciation strategy(not included)
- Multi-entity / multi-state coordination(not included)
- Quarterly check-ins (4x/year)(not included)
- Written strategy memo & action plan — Summary
- Priority email/phone access — Standard


