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Two Services. Same Core: Integration.

Tax Essentials for businesses earning $150K-$400K profit. Tax Architecture for $400K+ household income. Both deliver complete integration.

Quick Guide

Which Service Do You Need?

Here's the quick way to figure it out:

Answer One Question:

What's your business profit (or household income if W-2)?

→ $150K-$400K profit: Tax Essentials

→ $400K+ income: Tax Architecture

That's it. The profit/income threshold tells you which service you need.

Why this threshold?

Below $400K, Tax Essentials integration catches $15K-$35K/year. Above $400K, advanced strategies unlock $100K-$500K+/year. The economics change at $400K.

Comparison

Side-By-Side Comparison

Tax EssentialsTax Architecture
Who It's ForBusinesses earning $150K-$400K profit$400K+ household income OR $1M+ business revenue
Monthly Fee$780-$1,230/month$2,030-$5,030/month
Annual Cost$9,360-$14,760/year$24,360-$60,360/year
Integration✓ Bookkeeper → Planner → Preparer fully integrated✓ Bookkeeper → Planner → Preparer fully integrated
Bookkeeping✓ Monthly, with tax awareness✓ Monthly, with tax awareness
Tax Planning✓ Quarterly, with operational context✓ Quarterly, expert CPA direct
Tax Preparation✓ Annual, with complete picture✓ Annual, with complete picture
StrategistSenior tax plannerYour dedicated expert CPA
Entity OptimizationBasic structure reviewMulti-entity optimization
Retirement401(k)/SEP optimizationDefined benefit plans ($200K-$320K contributions)
Real EstateStandard depreciationCost segregation studies
Tax Savings$15K-$35K/year$100K-$500K+/year
ROI2-3X4-15X (Guaranteed)
Commitment24 months (2 tax seasons)36 months (3 tax seasons)

Service Details

Tax Essentials

Integrated tax services for growing businesses

Perfect For:

  • Solo practitioners
  • Small firms (1-5 employees)
  • Service businesses
  • Consultants
  • Real estate investors (2-10 properties)
  • Businesses earning $150K-$400K profit

What's Included:

  • Monthly bookkeeping with tax awareness
  • Quarterly planning with operational context
  • Annual preparation with complete picture
  • QuickBooks Online included
  • One team, complete coordination
Monthly:$780-$1,230/month

24-month commitment (2 tax seasons)

$15K-$35K Annual tax savings Net after fee: +$5K-$20K in your pocket
Get Tax Essentials Details

Tax Architecture

Advanced tax strategies for high earners

Perfect For:

  • High-earning physicians (W-2 or practice owners)
  • Attorneys (partners at firms, solo practitioners earning $400K+)
  • Financial advisors ($50M+ AUM)
  • Entrepreneurs with multiple entities
  • Real estate investors (10+ properties, $250K+ portfolio value, or commercial real estate)
  • Any professional with $400K+ household income

What's Included:

  • Everything in Tax Essentials, PLUS:
  • A dedicated expert CPA as your strategist
  • Entity optimization (multi-entity structures)
  • Defined benefit plans ($200K+ contributions)
  • Cost segregation studies
  • 4-15X ROI guarantee
Monthly:$2,030-$5,030/month

36-month commitment (3 tax seasons)

$100K-$500K+ Annual tax savings ROI: 4-15X guaranteed
See If You Qualify

Why 24-36 Months?

Tax Essentials requires 24 months. Tax Architecture requires 36 months. This isn't arbitrary—it's how tax optimization actually works.

Year 1: Optimize

We analyze your situation, implement strategies, and file your first optimized return. You see savings immediately, but we're also setting up multi-year strategies.

Year 2: Prove It

Second tax season validates the strategies. Quarterly planning prevents backsliding. Integration becomes routine. You see the compound effect.

Why Not Annual?

One-year contracts incentivize maximizing THIS year's bill, not YOUR long-term savings. We're betting on your success over 2-3 years. That alignment matters.

Get Started

Not Sure Which Service You Need?

15-minute call. We'll ask about your situation and tell you which service makes sense.

Free Return Review

Send us your last tax return. We'll show you what was missed. No obligation. Takes 48 hours.

Request Free Review

15-Minute Call

Discuss your situation. We'll tell you if you qualify and which service makes sense for you.

Call (888) 450-3451
📞 Call (888) 450-3451