(888) 450-3451
Tax Essentials for businesses earning $150K-$400K profit. Tax Architecture for $400K+ household income. Both deliver complete integration.
Here's the quick way to figure it out:
What's your business profit (or household income if W-2)?
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.
| Tax Essentials | Tax Architecture | |
|---|---|---|
| Who It's For | Businesses 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, Rick Abdallah direct |
| Tax Preparation | ✓ Annual, with complete picture | ✓ Annual, with complete picture |
| Strategist | Senior tax planner | Rick Abdallah (EA, CPA, JD, MBA) |
| Entity Optimization | Basic structure review | Multi-entity optimization |
| Retirement | 401(k)/SEP optimization | Defined benefit plans ($200K-$320K contributions) |
| Real Estate | Standard depreciation | Cost segregation studies |
| Tax Savings | $15K-$35K/year | $100K-$500K+/year |
| ROI | 2-3X | 4-15X (Guaranteed) |
| Commitment | 24 months (2 tax seasons) | 36 months (3 tax seasons) |
Integrated tax services for growing businesses
• Solo practitioners
• Small firms (1-5 employees)
• Service businesses
• Consultants
• Real estate investors (2-10 properties)
• Businesses earning $150K-$400K profit
Tier 1 ($780): $150K-$250K profit
Tier 2 ($1,230): $250K-$400K profit
24-month commitment (2 tax seasons)
Annual tax savings
Net after our fee: +$5K-$20K in your pocket
Advanced strategies for high earners
• High-earning physicians (W-2 or practice owners)
• Successful attorneys and law firm partners
• Financial advisors ($50M+ AUM)
• Profitable entrepreneurs
• Real estate investors (10+ properties)
• $400K+ household income OR $1M+ business revenue
Tiered based on complexity and income level
36-month commitment (3 tax seasons)
Annual tax savings
ROI: 4-15X guaranteed
Tax Essentials
$150K-$400K profit
Integration saves $15K-$35K/year
Hit $400K
Business scales
Rick reviews quarterly, recommends upgrade
Tax Architecture
$400K+ income
Advanced strategies save $100K-$500K+/year
Most clients start with Tax Essentials. When income crosses $400K, the economics shift. Advanced strategies that weren't worth it at $300K profit suddenly save $100K-$500K+ at $400K+ income. Rick monitors every Tax Essentials client and recommends upgrade when you qualify.
Tax Essentials requires 24 months. Tax Architecture requires 36 months. This isn't arbitrary—it's how tax optimization actually works.
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.
Second tax season validates the strategies. Quarterly planning prevents backsliding. Integration becomes routine. You see the compound effect.
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.
Most clients stay 5+ years because the service pays for itself. The commitment just ensures we're both invested in long-term results.
15-minute call. We'll ask about your situation and tell you which service makes sense.
Call (888) 450-3451Mon-Fri 9AM-6PM EST