Most planning starts after the return is already filed. We build the strategy in advance — entity structure, compensation, retirement, and real estate — then review it every quarter so it actually gets used, not just written once and forgotten.
Your business has real, recurring profit — typically $500K+ in revenue — and you want a plan built around your actual numbers, not a template pulled off a shelf.
You're current with the IRS and thinking ahead, not trying to solve a problem that already landed.
You need this year's return filed — that's prep work, not planning. Ask about our filing service instead.
You have an open IRS matter. Start with resolution; we'll fold planning in once that's closed.
| Standard engagementSingle entity, one core strategy | $13,000/yr |
| Typical, layered strategyMost business-owner clients land here | $15,000/yr |
| Multi-entity or complexMultiple entities, states, or owners — no fixed ceiling | $25,000/yr + |
Priced by strategy complexity, not by the hour. Highly complex, multi-entity situations are quoted above $25,000 based on actual scope. You get an exact number in writing before we start — no surprise add-ons. Paid annually, in advance.
15 minutes. We talk about your business and figure out honestly whether this is the right engagement.
We pull your real numbers before proposing anything — no strategy built on guesses.
A specific plan for your situation, priced in writing before you commit to anything.
We meet four times a year to make sure the plan is actually happening, not just filed away.
Most CPAs are built around filing accurately, not restructuring your situation in advance. We work alongside your CPA — building the strategy — while they keep handling your filings.
Yes. We don't file your return. We design the plan; your CPA — or ours, if you'd rather consolidate — carries out the filing.
James McIntosh is an Enrolled Agent and NTPI Fellow — federally licensed to represent taxpayers before the IRS in all 50 states, with 30+ years in tax controversy and planning work. EA is a different credential from CPA, not a lesser one, and it's the one that matters for IRS representation.
By how many entities, states, and strategies are genuinely in play — not by the hour. Engagements start at $13,000/yr, and highly complex, multi-entity situations are quoted above $25,000 based on actual scope. You get an exact number in writing before anything starts.
Yes. Enrolled Agent status is a federal credential, so we work with business owners nationally, not only locally.
Start with the resolution side of the practice. Planning is for owners who are current with the IRS and want to stay ahead of next year, not resolve this year's notice.
Book a 15-minute fit call. No pitch — just an honest read on whether this is the right engagement for where your business is right now.