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 free 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.
July 31 is the final day to lock in this round of pricing and get ahead before prices go up in August. The closer to January, the tighter the timeline.
