Tax Planning and Compliance Offerings

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

Step 1:
Discovery Call

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.

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Service Pricing
Where to get a comprehensive tax consultation and planning analysis

Step 2:
Core Tax Consultation (CTC)

You’ll upload your last three years of tax returns, complete a financial snapshot, and answer a few questions. We’ll then meet for a 1-hour Zoom strategy session.

During the call, we’ll review your full financial picture, identify tax-saving opportunities, and outline a clear strategy forward.

After you’ll receive a written analysis with recommended actions and guidance on the best ongoing tax compliance program for you.

Cost: $2500

Advanced Tax Planning (ATP)

Advanced Tax Planning (ATP)

This version of the CTC is a more robust solution for Accredited Investors.

This includes 2 advisory meetings and a proforma return along with your comprehensive tax plan.

Cost: $3700 

"They have ELIMINATED MY TAXES 4 out of the last 6 years. These guys really know their stuff."
IA REI Success Story Brandon Thompson
Brandon Thompson
Real Estate Investors

Get Your Taxes Filed

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. 
Cost: $5,200

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. 
Cost: $3,950

what are the most Successful tax strategies

Note: Excess time for any Compliance Program is billed at the current hourly rate ($658/hr as of 1/1/26). 

Advisory Upgrade

Executive Planning offers our clients with ongoing, quarterly planning sessions. This offers accountability for clients who are looking to get started right, or ramp up their growth and those who are implementing more advanced strategies and need more consulting. 

Cost: $4000 

Advanced Tax Planning strategic advisor

Platinum Planning Opportunities

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.
Step 1: The Program begins with an Advanced Tax Planning (ATP) A deep dive into your financial world.
Step 2: AI-optimized Tax Modeling: Tailored strategies using our proprietary AI system.
Step 3: Personal Intro to Strategic Operators: A detailed walkthrough of your custom plan and savings potential.

Due to the highly advanced nature of the Platinum strategies and the unique circumstances of each engagement, pricing for Platinum is determined on a case-by-case basis optimized for your results. 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.

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