Risk Free Tax Planning -Flat Fee: $995.
No hourly billing. No surprise invoices.
Tax Planning for Small Business Owners & Self-Employed Professionals.
*Money Back Guarantee if we cannot save you money!*
Flat-Fee Tax Strategy That Pays for Itself
Eliminate Tax Surprises
Maximize Deductions - Keep More of What You Earn
Who Is This Service For?
This flat-fee tax planning service is designed specifically for:
Sole proprietors
LLC owners
S-Corporation shareholders
Independent contractors and consultants
Freelancers and 1099 workers
Health professionals
Real estate agents
Artists/Performers
If you’re self-employed or run a small business and pay more than $10,000 in taxes annually, proactive planning could save you $5,000 or more per year.
What’s Included in Your Flat-Fee Tax Planning Package:
1. Comprehensive Tax Strategy Analysis
Review of current income,
entity structure, and deductions, Tax return review (prior 2 years)
Identification of missed deductions or credits
2. Customized Tax Reduction Plan +/- S-Corp election analysis
Retirement contribution strategies (Solo 401(k), SEP, Defined Benefit, etc.)
Income shifting and family employment: Business vehicle, home office,
and accountable plan optimization
Deductible health insurance & HSA planning, and other IRS-compliant strategies.
3. One-on-One Strategy Session: 60-minute Zoom or phone consultation, Clear action steps, and implementation guide.
4. Annual Implementation Calendar: Key filing deadlines, reminders, and compliance checklist. Optional: IRS audit defense available.
Flat Fee: $995. No hourly billing. No surprise invoices.
Includes all of the above, with an option to apply the fee toward ongoing tax compliance or advisory services.
100% Satisfaction Guarantee:
If we can't identify tax-saving opportunities, you get a full refund.
(Flat Fee Guarantee is Not a contingent fee.)
Ready to Keep More of What You Earn?
Book Your Flat-Fee Tax Planning Session Now
Schedule an initial no-pressure discovery call or enroll directly to get started.
Book a Free Consultation
Purchase Now – $995 Flat Fee
Don’t Let the IRS Take More Than It Should
Smart tax planning isn’t just for the wealthy—it’s for those who work hard
and want to keep more of what they earn.
Example: Case Study
“Andrea the Consultant”
Background: Andrea is a 42-year-old freelance healthcare consultant
earning $160,000/year as a sole proprietor.
She has minimal expenses and pays approximately.
$36,000 in federal
self-employment and income taxes.
Strategies Implemented: Changed from sole proprietor to S-Corporation
Paid herself $70,000 reasonable salary
Took $90,000 as distributions (not subject to SE tax)
Adopted accountable plan and home office deduction
Contributed $20,000 to a Solo 401(k)
Hired teenage child part-time in admin role.
Took advantage of Section 280A (Augusta Rule)
Estimated First-Year
Tax Savings:
Estimated First-Year Tax Savings:
SE Tax savings from S-Corp: $10,710
Retirement savings deduction: $4,200
Family employment
and other strategies: $3,000
Total Net Tax Savings: $17,910
ROI on Planning Fee:
Over 1,700%
(Illustration Purposes Only.)