Ongoing Client Services

Service Description

This is your full-circle engagement. Designed for individuals and business owners ready to move beyond annual tax prep and into year-round, strategic financial oversight. We begin with your customized tax strategy, then meet quarterly to evaluate revenue, expenses, and distributions against real-world outcomes. At every turn, we identify new opportunities, refine deductions, adjust estimated payments, and guide implementation to protect and preserve your wealth. We respond to IRS inquiries, track statutory changes, and build compliance into your structure — not as a reaction, but as a system. When needed, we advise on more advanced layers of protection, including entity transitions and future planning. Annual tax filing is included for up to three business returns and two individual returns. Every piece of the puzzle is aligned, intentional, and delivered with clarity. This is more than tax prep. This is financial architecture. Optional Add-On: Trust & Legacy Planning Additional $7,000 annually For clients exploring long-term legacy structures or asset protection through trusts, this optional layer includes strategic analysis, attorney collaboration, and ongoing integration into your financial and tax ecosystem. We don’t draft trust documents — but we do ensure the trust is structured to serve your goals, optimized for tax efficiency, and fully supported in your broader plan. After booking, you’ll receive a secure Zoom link for your consultation. During our meeting, we’ll discuss your goals, outline the appropriate service options, and walk through associated fees — all of which will be clearly defined before you proceed. Following our conversation, you'll receive a personalized intake form, a payment link, and a secure ShareFile folder to upload any relevant documents. We believe in clarity, alignment, and complete transparency — no surprises, ever.