Serving your unique financial needs
with insight and precision.
Discovery Meeting
Duration: 30 minutes
Objective: Learn how our services can fit your needs
Requirements: None
Tax Return Review
Duration: Up to 60 minutes
Objective: Get a second opinion on your tax returns
Requirements: Years past tax returns, uploaded to
our secure server prior to your meeting.
Take the first step towards financial mastery with a meeting that's all gain, no pain.
Tax Return Review
Duration: Up to 60 minutes
Objective: Get a second opinion on your tax returns
Requirements: Years past tax returns, uploaded to
our secure server prior to your meeting.
Explore what WealthAbility® can do for you with a no-pressure chat.
Redefine Your Tax Strategy:
Match the might of your tax strategist to the complexity of your financial life. Here's the rundown:
Professional Form-Filler-Outer:
Economical yet elementary—ideal for straightforward tax needs with no frills attached.
Fee: LowROI: Low
Strategy Power: Bare Basics
Mid-Level:
Strikes a balance with seasoned tactics for moderate financial scenarios.
Cost: Mid TierROI: Medium
Strategy Power: Standard Plays
Strategic Sensei:
Top-shelf mastery for those seeking to maximize returns with a holistic, cutting-edge approach.
Cost: Premium ROI: Mighty
Strategy Power: Advanced & Adaptable with a proven process
Choose wisely. Your financial future deserves a tax professional that resonates with your ambition and aligns with your growth trajectory.
What can you expect from your
top-tier tax professional?
When you opt for a top-tier tax professional, consider it an investment in accuracy, peace of mind, and tailored strategies laser-focused for your ultimate financial well-being.
NEWLY MINTED ENTREPRENEURS
Revolutionize the way
you build wealth!
You need solid advice to eliminate the noise and give you a clear path for your new business or investmentstrategy.
$2-5K Annually
HIGHLIGHTS INCLUDE:
Detailed Tax-Return Review
Current Tax Year Planning
Entity Setup & Structure Advice
Advanced Tax Courses
Expert Led Live Q&A 2x Monthly
SEASONED BUSINESS OWNERS
Ignite your fiscal potential.
You've been working with the same CPA or accountant as you've grown and you start to wonder that if you don't upgrade soon that you might be leaving money on the table.
$7500-15k Annually
HIGHLIGHTS INCLUDE:
Detailed Tax-Return Review
Current Tax Year Planning & Consulting
Proposed Entity Structure Enhancements
Advanced Tax Courses
24 Live Expert Led Q&A Sessions
Insightful Guidance from a Certified Tax Expert
TRAILBLAZING VISIONARIES
A financial voyage where innovation meets legacy.
You need a team that's truly creative, understands you and your family, and is constantly
looking out on your behalf.
TO MEET YOUR NEEDS
HIGHLIGHTS INCLUDE:
Comprehensive Business & Tax Return Review
Customized Tax Roadmap Strategy Identify Immediate & Available Tax Savings
Entity Structure Analysis for Long-Term Goals
Advanced Tax Courses
Dedicated CPA & Wealth Strategist Access to National Tax Office
Vetted Strategic Partners
Partner Service Discounts
Kolbe SystemTM Matched Tax Advisors In-Depth Meetings
