Proactive year-round tax strategy and optimization including:

• Monthly tax planning consultation and strategy development

• Quarterly estimated tax payment calculations and reminders

• Tax-saving opportunity identification and implementation

• Deduction maximization and expense optimization guidance

• Retirement contribution planning and tax-advantaged account strategies

• Year-end tax planning and preparation coordination

Perfect for: Small business owners, self-employed professionals, and individuals seeking proactive tax management to minimize liabilities and maximize savings throughout the year.

Includes: 30-minute monthly consultation.

Add-ons: Additional consultations ($150/hour), entity structure optimization (+$300), multi-state tax planning (+$50/month).