New tax laws go into effect January 1, 2025. Now is the time to plan smarter—and save more.
Tax strategy tailored to you, not some cookie-cutter advice.
Whether you're a W-2 earner, self-employed, or running a growing business—we’ve got a plan to help you keep more of what you earn.
Choose Your Tax Planning Package
Perfect for W-2 employees, new entrepreneurs, and side hustlers:
✅ 60-min 1:1 tax strategy session
✅ Prior-year tax review
✅ 3–5 custom tax-saving tips
✅ Estimate of 2025 tax liability
✅ 7 days email support
Great for business owners and 6-figure earners:
✅ Everything in Essentials, plus:
✅ Entity review (LLC vs. S-Corp)
✅ QBI deduction check
✅ Estimated tax payment plan
✅ Deduction maximization
✅ 30-day email support per quarter
✅ Quarterly strategy check-ins
💥 Bonus: 10% off year-end tax prep
Built for 6- and 7-figure businesses:
✅ Everything in Growth, plus:
✅ Retirement plan strategy assistant (Solo 401K, SEP, etc.)
✅ Full income & cash flow review
✅ Unlimited email support
✅ 2 phone consults/year
✅ Year-End Tax Prep Included (Personal Taxes)
Tax strategy isn’t just for April. Major deductions and planning opportunities disappear when you wait too long.
👉 Don’t let 2025 roll in with you unprepared.
Let’s chat. Book a 15-minute call and we’ll find the right fit for you.
“Marisa saved me $8,100 last year just by tweaking how I paid myself. This isn’t H&R Block advice—it’s strategic and real.”
– Erica C., S-Corp Owner
I only take on a select number of planning clients per month so each plan is tailored—not templated.
August 9 is the final day to lock in this round of pricing and get ahead before prices go up mid-August. The closer to January, the tighter the timeline.
