Choose the Perfect Level of Help
Four Simple Options
1. Personal Success Package
Faster progress towards your Personal Goals.
Streamlined Taxes + Strategic help year-round
Starting at $79/Month
Withholding Analysis to ensure your paycheck is aligned with your goals.
Personal Threats checklist to ensure you’re paying the least amount of tax possible.
IRS Correspondence Assistance. Never have to stress about a letter from the IRS or State.
Pain-Free Tax Preparation & Filing.
Year-Round Access to our expert team so you’ll always know you’re on the right track.
2. Business Bundle
Lower your tax bill, increase cash flow year-round, help with your accounting and payroll.
Starting at $399/Month
Maximum tax savings process
Improve your monthly cash flow, understand your financial health indicators, and neutralize business threats.
Tax preparation, Automated Accounting, & Payroll Included.
3. New Business Start Up Package
Everything you need to start a new business and begin pumping out cash.
Starting at $1,500-$2,800+ based on your needs.
Business Concept Validation
Customized Business Planning
Entity Structure Optimization
Federal, State, & Local Filings
Automated Accounting & Payroll Setup
Profit Accelerator Process
4. Estate & Trust Package
Help managing your estate needs + tax optimization strategies
Starting at $199/month based on your needs
Estate & Trust Financial Strategy.
Custom step by step implementation support.
Full-service compliance filings (estate taxes, IRS correspondence, & follow-up on State Revenue Board correspondence.
Year-Round Help navigating all steps of pre & post distribution.
Frequently Asked Questions
⊕ What makes you different than traditional tax firms?
Traditional tax firms focus on historic work - they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus our work on helping you achieve better results in the future. Because of this, we can help CRNA’s pay the least amount of tax possible and make more progress toward their goals.
⊕ How do I know which package is right for me?
We'll make sure we align the right package with your goals. During your fee Strategy call, we'll identify your unique needs, and ensure you're enrolled in the right package, at the right price.
⊕ When should I get started?
Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and implement a strategy for better results. Don't wait.
⊕ Do you work with clients in all industries?
We specialize in working with professionals and business owners that want better results in their tax & business lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier. If you really want better results in your financial & business life, book a call with us. We'll discuss your needs and align you with the right service. If we can't help for any reason, we'll point you in the right direction for who can.
We help individuals and businesses by ensuring they pay less tax, giving them more cash each month, guiding them towards long-term financial health, and making the process of doing taxes easy and stress-free, so they can enjoy more time for what they love.
© Freedom Financial Tax LLC 2024