Service Description

Duration: 3 hours - $2997 Recommended For: Business owners, investors, and professionals seeking a deep tax review or annual planning strategy. Description: A deep-dive, intensive session reserved for complex tax matters and strategic planning. Whether you're optimizing for a 7-figure income, restructuring your holdings, or preparing for a liquidity event, we’ll dissect your entire tax landscape and map a personalized strategy. Includes custom recommendations across deductions, entity structure, retirement, real estate, and IRS compliance. Think of this as your tax blueprint session.