Service Pricing - The Investors Accountant

Tax Planning and Compliance Offerings

At Investors Accounting, we provide a suite of tax strategy and compliance programs tailored to your unique financial situations.

Discovery Call

Step 1: This FREE Discovery Call is a simple, no-preparation-needed introduction where we get to know each other. In a 30-minute session, we’ll discuss your needs and goals while explaining how we can help. If it feels like a good fit, we’ll proceed to Step 2.

Comprehensive Tax Consultation (CTC)

Step 2: This is where to get an in-depth tax analysis of your financial situation. You’ll upload your last three years of tax returns (both business and personal), complete a personal financial statement, and answer some questions. After reviewing your information, we’ll schedule a one-hour Zoom meeting.

During this session, we’ll map out your financial landscape, create a tax strategy, and address any financial inefficiencies. In short, we’ll optimize your financial world.

Following the consultation, you’ll receive a written summary with action items and a detailed explanation of our recommended strategies. We’ll also decide which Compliance Program best suits your needs for ongoing tax preparation.

"They have ELIMINATED MY TAXES 4 out of the last 6 years. These guys really know their stuff."

Brandon Thompson

Real Estate Investors

Tax Compliance Programs

Compliance 1
This 8-hour program is for clients with multiple or highly complex tax returns. It includes a 30-minute year-end planning meeting and 7.5 hours for tax compliance preparation.

Compliance 2
This 6-hour program is for clients with up to three returns. It includes a 30-minute year-end planning meeting and 5.5 hours for tax compliance preparation.

Note: Excess time for any Compliance Program is billed at an hourly rate

Advanced Continuous Planning 1 (ACP1)

A 12-month personalized program designed for clients seeking comprehensive tax strategies, wealth-building, and asset protection.
You’ll participate in regular custom 1-on-1 sessions, each focusing on key financial topics. Each session includes preparatory materials, action items, and a detailed follow-up summary.
During each one-hour meeting, we’ll review your progress, tackle the topic of the month, and outline action steps. Afterward, you’ll receive detailed notes, action items, and a summary of what we’ll be executing as your advisors.

Note: ACP 1 does not include tax preparation, and enrollment in a Compliance Program is not required.

Advanced Tax Planning (ATP)

This exclusive, AI-optimized tax planning program is designed for individuals with annual income exceeding $350,000 who also meet the definition of an accredited investor as defined by the Securities and Exchange Commission.

The Program begins with Advanced Tax Planning (ATP)
Step 1: Comprehensive Consultation (CC): A deep dive into your financial world.
Step 2: AI-optimized Tax Modeling: Tailored strategies using our proprietary AI system.
Step 3: Planning Conference (PC): A detailed walkthrough of your custom plan and savings potential.

Upon completion of the APA, you have the option to participate in any of our other programs or to proceed with ACP 2. Due to the highly advanced nature of the ACP 2 strategies and the unique circumstances of each engagement, pricing for ACP 2 is optimized for your results and determined on a case-by-case basis. These cutting-edge strategies are not available through and of our other programs.

Start Your Journey Today

We look forward to helping you achieve your tax and financial goals.
Contact us today to learn more about these programs and how they can work for you.