Tax Strategy & Wealth Optimization Package

$995 Flat Fee

Don't just file your tax return.

Build a tax strategy.

Preparing a tax return records history. Tax planning changes the future.

Our Tax Strategy & Wealth Optimization Package is designed for business owners, investors, and high-income professionals who want to legally reduce taxes before they're due—not after the year is over.

This service goes beyond tax preparation by identifying planning opportunities specific to your financial situation and providing clear, actionable recommendations.

What's Included

  • We perform a second-level analysis of your federal and state tax returns to identify planning opportunities that may reduce future taxes.

    Areas reviewed include:

    • Filing status optimization

    • Marginal and effective tax rates

    • Business structure

    • Income timing

    • Retirement planning

    • Estimated tax payments

    • Capital gains strategy

    • Passive activity rules

    • Qualified Business Income (QBI)

    • Depreciation opportunities

    • State tax planning

  • For business owners we evaluate whether your current structure is still the most tax-efficient.

    Possible analyses include:

    • Sole Proprietorship vs LLC

    • LLC vs S-Corporation

    • S-Corporation salary optimization

    • Partnership considerations

    • Multi-entity structures

    • Payroll tax savings

    If changing entities isn't worthwhile, we'll tell you that too.


  • Retirement planning is one of the most overlooked tax planning opportunities.

    We'll evaluate:

    • SEP IRA

    • Solo 401(k)

    • SIMPLE IRA

    • Traditional IRA

    • Roth conversions

    • Employer retirement plans

    and determine whether another strategy may create additional tax savings.


  • We'll review your investment income for tax efficiency, including:

    • Interest income

    • Qualified dividends

    • Capital gains

    • Tax-loss harvesting opportunities

    • Asset location

    • Brokerage vs retirement account allocation

  • For rental property owners we review:

    • Depreciation opportunities

    • Passive activity rules

    • Cost segregation opportunities

    • Material participation

    • Future disposition planning

    • 1031 exchange considerations

  • Nobody likes writing a $20,000 check in April.

    We'll review:

    • withholding

    • estimated payments

    • cash flow

    to develop a payment strategy designed to reduce surprises.


  • You'll receive a 60-90 minute strategy meeting where we discuss:

    • opportunities we identified

    • estimated savings

    • implementation priorities

    • questions about your overall financial picture

    This isn't a sales meeting.

    It's a working strategy session.


  • Every Tax Strategy & Wealth Optimization engagement culminates in your personalized Silver Fox Tax Strategy Workbook™—a comprehensive strategic roadmap designed specifically for your financial situation. Unlike a traditional tax return, this professionally prepared report identifies opportunities to legally reduce taxes, optimize retirement contributions, improve business structure, enhance investment tax efficiency, evaluate real estate strategies, and prioritize action items over the next several years.

    Your workbook includes an executive summary, tax scorecard, multi-year planning roadmap, estimated tax savings, and a practical implementation checklist so you leave with a clear plan.

    The Silver Fox Tax Strategy Workbook™ is a formal report that includes:

    1. Executive Summary

    2. Client Financial Snapshot

    3. Tax Return Scorecard

    4. Current Tax Position

    5. Income Analysis

    6. Business Entity Review

    7. Retirement Strategy

    8. Investment Tax Efficiency

    9. Real Estate Planning

    10. Business Growth Opportunities

    11. Estimated Tax Planning

    12. Estate & Family Planning

    13. Risk Assessment

    14. Multi-Year Tax Strategy

    15. Recommended Action Plan

    16. Implementation Timeline

    17. Estimated Tax Savings

    18. Annual Strategy Checklist

  • This service is particularly valuable for:

    • Business owners

    • Self-employed professionals

    • S-Corporation owners

    • Real estate investors

    • High-income households

    • Families with multiple income sources

    • Individuals with investment portfolios

    • Professionals approaching retirement

  • Is this tax preparation?

    No.

    Tax preparation reports what already happened.  We do that as a separate engagement.

    Tax strategy helps determine what should happen next.

    Will this reduce my taxes?

    Often.  Our goal is always to save our clients our fee many times over.

    We can't guarantee savings, but we can guarantee we'll identify every reasonable planning opportunity available based on the information provided.

    Do I have to become a monthly client?

    No.

    Many clients schedule one planning session each year after tax season.  The annual meeting is included in this package

    Others choose ongoing advisory services so we can implement recommendations throughout the year.  For business owners especially, we recommend quarterly advisory meetings.  These are one hour meetings billed at $175.