Simple, Transparent
Pricing That Supports Your Growth

Our pricing is simple and built for growing businesses. Every plan includes strategic tax planning, entity optimization, and quarterly check-ins to keep your tax strategy aligned with your goals.

Because every situation is unique, your personalized plan and pricing are provided during an introductory consultation.

Get your personalized plan and pricing

What’s Included in Every Plan

You get a strategy-first approach built to support how modern founders actually operate.

Entity
optimization

We review and refine your entity setup to match your current stage, revenue, and growth path. This includes S-corp timing, LLC adjustments, and multi-entity options that reduce taxes and strengthen your long-term structure.

Strategic Tax Planning

Your tax plan is built around your goals. You get clear action steps, customized scenarios, and guidance that helps you make confident financial decisions all year, not just during tax season.

Quarterly Planning Sessions

Every quarter, we align your numbers, identify new opportunities, and update your projections. You always know where you stand and how to plan your next move.

Additional Benefits to Support Your Growth

These benefits keep you protected, informed, and supported as your business evolves.

Support

Ask questions, get clarity, and make informed decisions with fast, direct communication, including the ability to text Juliet when something comes up. No waiting weeks for an answer.

Scenario Analysis

Have a document, decision, or situation you want to think through? Submit it anytime. We analyze the scenario, explain the implications, and help you understand how it fits into your overall tax strategy.

Savings Analysis

See the impact of your tax strategy with updated savings estimates throughout the year. You always know the real financial benefit of your plan.

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