Individual Tax Planning

Designed For: W-2 earners, investors, landlords, high-income individuals

Individual Tax Planning Tiers

Your Tax Partner

Here when you need me

Every Quarter $375.00
  • Includes:
  • Individual Tax Return Preparation (1040)
  • Mid or Year-End Tax Check-in
  • Retirement & HSA Optimization
  • Full-Service Tax Notice Support
  • Year-round Tax Support
  • Digital Client Tools & Support Package
  • Client Communications & Resources

Your Tax Strategist

Here to help you plan ahead.

Every Quarter $625.00
  • Everything in Partner, plus:
  • Two Strategic Check-Ins. One Clear Tax Plan. Zero Surprises.
  • Updated Estimated Tax Payments
  • Advisor Collaboration
  • Multi-Income Stream Coordination
  • Year-Round Priority Calendar Access
  • Premium Tax Turnaround & Pick-Your-Week Tax Prep

Your Tax Advisor

Here before you need me.

Every Quarter $750.00

  • Everything in Strategist, plus:
  • Priority Tax Check-Ins with Leslea
  • Annual Tax Planning Meeting
  • 4th Quarter Deep Dive
  • Proactive Strategy & Scenario Planning
  • Wealth & Estate Planning Integration
  • IRS Transcript & Notice Monitoring
  • Early Access to Pick-Your-Week Tax Prep
  • Early Renewal Access
  • Direct phone access to Leslea

Sole Proprietors with Schedule C

Designed for: Contractors, consultants, and freelancers

Sole Proprietor Tax Planning Tiers

Launch

Everything you need to get you started—without the bells and whistles you don’t.

Every Month $200.00
  • Full-Service Tax Support & Core Tax Planning
  • Quarterly Bookkeeping Review — A Second Set of Eyes
  • Mid or Year-End Meeting for Proactive Planning
  • Accurate, On-Time Tax Filing — With No Guesswork
  • One-on-One Tax Guidance You Can Trust
  • Stress-Free Tax Notice Support — Handled for You
  • Year-Round Access. Real-Time Answers.
  • Digital Client Tools & Support Package — Stay organized at every step.

Grow

More support for your growing business so that you can focus on the next level.

Every Month $400.00
  • Strategic Tax Planning & Elevated Support
  • Everything in Launch, plus:
  • Monthly Bookkeeping Review — A Second Set of Eyes
  • Two Strategic Check-Ins. One Clear Tax Plan. Zero Surprises.
  • Self-Employment & Freelance Strategies — Keep More of What You Earn
  • Real-Time Adjustments So You Stay Fully Compliant
  • Priority Tax Service — On Your Schedule, Not Ours
  • Client Communications & Resources — Stay informed all year long.

Expand

Gaining momentum means leveling up your financial clarity, strategy, and support.

Every Month $600.00
  • More Touchpoints. More Strategy. Priority Service.
  • Everything in Grow, plus:
  • Quarterly Strategy Sessions — Aligned. Informed. Ahead of the Curve.
  • A Tax Plan That Keeps Pace with Your Business
  • Retirement & HSA Optimization — Build Wealth, Reduce Taxes
  • Priority Year-End Filing Support — Stay Ahead of Tax Season
  • Your tax season, on your terms — faster, smoother, stress-free.

Business Owners with Multi-Income Streams

Designed for: S-Corp and Partnership owners

Business Over $500K Tax Planning Tiers

Tax Partner

Essential tax planning for total compliance and peace of mind

Every Quarter $1,250.00
  • Compliance. Accuracy. Peace of Mind.
  • Business Bookkeeping Review & Financial Accuracy Check
  • Mid or Year-End Tax Check-in
  • Business Tax Preparation (1120, 1120S, 1065)
  • Full-Service Tax Notice Support
  • Year-round Accounting & Tax Support
  • Digital Client Tools & Support Package
  • Client Communications & Resources

Tax Strategist

Connecting your business goals with your personal goals

Every Quarter $2,500.00
  • Where business success fuels personal goals
  • Everything in Tax Partner, plus:
  • Integrated Business & Personal Tax Return Preparation
  • Annual Tax Planning & Custom Roadmap
  • Two Strategic Check-Ins. One Clear Tax Plan. Zero Surprises.
  • Tax Planning that aligns business and personal goals
  • Advisor Collaboration
  • Priority Tax Service — On your schedule, not ours

Tax Advisor

High-level strategy, direct access, and advanced tax planning

Every Quarter $3,750.00
  • Concierge-level. All-inclusive. Personally guided.
  • Everything in Tax Strategist, plus:
  • Quarterly Check-Ins with Leslea
  • Multi-Income Stream Strategy & Coordination
  • Proactive Strategy & Scenario Planning
  • High-Income Tax Strategy
  • A Strategic Financial Partner, on speed dial
  • VIP Tax Turnaround and Early Scheduling