Stage 4 · Optimizing · Advisory Services
At Stage 4, you don’t need more education. You need a strategic partner — someone who has seen every pattern, caught every trap, and knows exactly what to do when the complexity increases.
Your Stage
Stage 4 — Optimizing
Why This Is Different
“Forty-five years of watching what works, what fails, and what the IRS actually looks for — that doesn’t come in a course.”
The Advisory Services retainer is not a program with modules and worksheets. It is direct access to seasoned strategic judgment — applied to your specific business, your specific numbers, and your specific risks. The kind of guidance that typically costs $400/hour at a CPA firm — structured as a predictable monthly investment.
What the Retainer Covers
A focused strategic session each quarter to review your numbers, adjust estimated payments, and plan around upcoming business changes or tax events.
Are you operating under the right structure as your income grows? We evaluate and advise on LLC, S-Corp, and sole proprietor considerations specific to your situation.
Ongoing review of your recordkeeping, deduction documentation, and filing posture — so nothing is missed and nothing creates unnecessary exposure.
Questions come up between quarters. Retainer clients have direct access to ask and get a real answer — not a form response or a 2-week wait.
A written summary each year of your tax position, recommended actions before year-end, and a posture assessment for the coming filing season.
Advisory clients who reach 90+ on their Assessment receive a direct invitation to the Stage 5 VIP program — no waitlist, no application required.
Two Tiers
Same strategic foundation. Different depth of engagement. Both require a 3-month minimum commitment.
Foundation Advisory
per month · 3-month minimum
$591 billed over 3 months
Full Advisory
per month · 3-month minimum
$1,191 billed over 3 months
Choose your tier and start your first quarter with a focused planning session built around your numbers.