the escalator
One report,
then one decision.
There's no menu of packages here. The engagement is a staircase with two steps — and the first one exists to prove whether the second is worth taking.
step one — where everyone starts
The Foundation Report
$2,497
flat, fixed, in writing
A written tax analysis of what could be — built from your last return, delivered as a PDF and in your client portal. This is Analyze and Strategize, productized:
- Every lever worth pulling, priced in your numbers
- What the last preparer left on the table, named
- Every deadline that decides the outcome, dated
- Yours to keep, as a PDF and in your portal — whoever implements it
And if the ledger shows the juice isn't worth the squeeze, the report says so. That's the point of buying proof first.
The 10x guarantee. If the Foundation Report does not identify at least $24,970 in tax-savings opportunities — ten times its price — you get the $2,497 back. Full terms →
Identified opportunities are projections from the facts you provide and the law in force on the report date; what you actually save depends on your eligibility and on the strategies being implemented. The guarantee is a refund of the report fee, not a guarantee of savings.
step two — if the report earns it
Strategy Implementation
scoped in writing from your Foundation findings — before you commit
We execute the ledger and keep it: elections filed, plans installed, timing run on the calendar — then quarterly checkpoints all year, so April is a formality.
- Implementation of every approved lever
- Coordination with payroll, bookkeeping & advisors
- Quarterly checkpoints; estimates reconciled
- Returns filed, matching the ledger
"You don't buy the strategy first. You buy the proof."
Why implementation has no sticker price
Because it's scoped from your Foundation Report — entity count, states, equity events, and how much lands on us versus your existing bookkeeper and payroll. You'll have your exact number in writing after the report, before you commit to anything.