Tax Planning for Individuals & Business Owners
Flat-fee pricing. No hourly billing. See exactly what you’ll pay before you start — and what you’ll save after.
Free Preview
- Guided intake questionnaire
- Top 3 strategies identified
- Estimated total savings range
- No obligation to continue
Annual Tax Plan
- Everything in Free Preview
- 30+ strategies analyzed for your situation
- Full CPA review & customization
- Professional PDF deliverable
- Implementation roadmap with action steps
- IRS code references for every strategy
- 90-day email support
Plan + Implementation
- Everything in Annual Tax Plan
- Dedicated CPA implements your strategies
- Entity restructuring & elections filed
- Retirement plan setup & optimization
- Year-round quarterly strategy check-ins
- Priority phone & email support
- Ongoing plan updates as laws change
- Custom scope based on your complexity
Our Savings Guarantee
If your Annual Tax Plan doesn’t identify at least $5,000 in potential tax savings, we’ll refund your purchase in full. We’re that confident in what our CPAs will find.
What’s the difference between the Plan and Plan + Implementation?
The Annual Tax Plan identifies every strategy and gives you a clear roadmap. Plan + Implementation means a Milestone CPA actually executes the strategies for you — filing elections, setting up retirement plans, restructuring entities, and providing year-round advisory support.
Why does Plan + Implementation start at $2,500?
The final price depends on the complexity of your situation — number of entities, strategies to implement, and ongoing advisory needs. We’ll scope your engagement during a consultation and quote a flat fee before any work begins. No surprises.
Is the free preview really free?
Yes. Complete the intake questionnaire and we’ll identify your top 3 strategies with an estimated savings range. No credit card required, no obligation to purchase the full plan.
How long does it take to get my tax plan?
Most plans are delivered within 48 – 72 hours of completing your intake. Complex situations with multiple entities may take slightly longer.
Who reviews my plan?
Every plan is reviewed by a licensed CPA from Milestone Certified Public Accountants. Our CPAs have expertise across individual, business, real estate, and high-net-worth tax planning.