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Services Is This For You? Pricing Our Process Book Discovery Call

⇝ Guaranteed Minimum 200% ROI

Proactive Tax Advisory That Pays For Itself

Stop leaving money on the table. We help growth-minded business owners maximize their tax savings and scale their operations through strategic financial advisory.

$25K+

Average Client Savings

200%

Guaranteed Minimum ROI

Year-Round

Strategic Guidance

LIFE EVENTS WE COVER

Navigate Major Financial Milestones

Life changes shouldn't mean tax surprises. We help you plan proactively.

Business Income Changes

Job Transitions

Marriage, Divorce, or Dependents

Real Estate Purchases/Sales

Major Investments

Large One-Time Income Events

IDEAL CLIENTS

Is This Service Right for You?

Our Tax Advisory Services are designed for individuals and business owners who are tired of surprises at tax time and ready to take control of their financial future.

High-Income Earners

Seeking to minimize tax exposure and maximize wealth retention

Small Business Owners

Entrepreneurs ready to optimize business structure and deductions

Self-Employed Professionals

Consultants, realtors, creatives, and contractors

Real Estate Investors

Complex portfolios requiring sophisticated tax strategies

Major Life Events

Marriage, divorce, home purchase, inheritance, or career changes

Equity Compensation

Stock options, RSUs, ESPPs requiring strategic planning

Qualification Criteria

If you meet 3 or more of these criteria, you're an ideal candidate for our Tax Advisory Services:

Owed or received more than $3,000 in federal taxes last year

Paid more than $5,000 in self-employment taxes

Multiple income sources (W-2 + business, rentals, K-1s)

Own a small business or single-member LLC

Received K-1 income from partnerships or S-corps

Made estimated payments but still owed at tax time

Case Studies: Proven Strategies in Action

Detailed examples of how our advisory approach delivers measurable results.

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creatives

Accountable Plan

Challenge

Missed optimization opportunities within the S-Corp structure

Solution

Structured accountable plan reimbursement to create tax-free income back to the owners

Result

Prevented a $5k+ federal balance due

ROI

235%

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PROJECT MANAGER

S-Corp Basis Management

Challenge

Couldn’t take advantage of $25k net loss due to insufficient basis

Solution

Advised against taking distributions to preserve basis and protect deductibility

Result

Lowered tax liability by $10,352 in Year 1

ROI

255%

$25K+

Average Client Savings

200%+

Minimum Guaranteed ROI

ADVISORY PACKAGES

Choose Your Path to Tax Savings

We only move forward if we can project at guaranteed minimum of 200% ROI on your total investment. All packages are tax-deductible if you own a business.

Essential Advisory

For W-2 employees and first-time planners

$1,200 /per year

or $100/month

$1,000 one-time ($200 savings)

✓1 tax planning session annually
✓Strategic review of prior-year return
✓Tax Withholding Analysis
✓Personalized tax savings recommendations
✓Email support for 2 life-event questions/year
✓1 Individual Federal & State Tax Return

1 virtual check-in per year

Get Started

⭐ Most Popular

Growth Advisory

For business owners and contractors

$2,100 /per year

or $175/month

$1,800 one-time ($300 savings)

✓2 tax planning check-ins throughout year
✓Discovery session investment credited
✓Tax Withholding Analysis
✓Custom tax-saving roadmap & detailed plan
✓Email support for 4 strategic questions/year
✓2 life-event tax plan updates/year
✓1 Individual Federal & State Tax Return

2 virtual check-ins per year

Get Started

Premier Advisory

For high-net-worth & complex portfolios

$4,200 /per year

or $350/month

$3,600 one-time ($600 savings)

✓3 tax planning check-ins throughout year
✓Discovery session investment credited
✓Up to 4 in-depth strategy sessions/year
✓Entity structure review & optimization
✓Coordination with financial advisor/bookkeeper
✓Audit protection & IRS notice support
✓Unlimited email support
✓3 life-event tax plan updates/year
✓1 Individual + 1 Business Tax Return

3 check-ins per year

Get Started

Implementation Fee: Based on Year 1 Tax Strategy Complexity

This one-time fee reflects the scope and complexity of your first-year tax strategy implementation. It includes required filings, structural adjustments, documentation, and coordination with your CPA, financial advisor, or legal professionals to ensure proper execution. We proceed only when we can clearly project a minimum 200% return on investment in Year 1.

HOW IT WORKS

Our Process

A structured and responsive advisory process that ensures value and clarity every step of the way.

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Discovery Session

We review your prior returns, identify tax-saving opportunities, and set clear goals. You’ll be onboarded to our secure client portal.

●Review of prior returns
●Goal setting & opportunity identification
●Client onboarding & portal access

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Execution & Implementation

We deliver your personalized tax strategy and implement action items — from entity formation to retirement plan setup.

●Delivery of personalized tax strategy
●Implementation of action items
●Collaboration with your financial team

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Ongoing Maintenance

Regular check-ins, life-event updates, and continuous monitoring of tax law changes to keep your strategy optimized.

●Regular check-ins (per your package)
●Life-event updates
●Tax law monitoring & strategy adjustments

Complimentary Discovery Session

Ready to Stop Overpaying on Taxes?

Book a complimentary discovery session to review your situation and identify potential savings. If we can't project a guaranteed minimum of 200% ROI, there's no obligation to proceed.

E|H SOLUTIONS

*Check-ins will not take place during tax season months of January – April. Unlimited support is limited to reasonable use within the advisory scope.