Every engagement, on one page
Filing is the front door. Planning, structure, and advisory work are the rooms behind it. Nothing below requires a call to find out the price or the shape of the work.
7
Engagements, each one already published with what it covers and who it is for.
$10,000+
What his planning clients save in a typical year, by his own published figure.
How a planning engagement starts
Your income, your goals, and where the money actually moves. Nothing is proposed before this conversation happens.
Your entity, how you pay yourself, and every income stream you run, looked at as one system instead of one return.
The specific savings available to your situation, not a generic list. Some apply this year. Some are set up for next year.
The strategies get executed, not just written down. Elections filed, payroll set, accounts opened.
Quarterly check ins as income moves through the year, so nothing is left to discover in April.
Planning engagements
These three exist for people whose income or entity is complicated enough that a single April filing cannot capture the whole picture.
For owners clearing $60K or more in profit
The Tax Overpayment Elimination System. A Strategic Tax Deep Dive, then Tax Strategy Architecture, then Ongoing Optimization across the year. Two engagement levels: Foundation, and Optimizer, which is the one most clients choose.
See business tax planning
For $100K+ earners and multi-stream income
The High Income Tax Planning System, built for W-2 executives, professionals, and anyone carrying investment income, real estate, or several income streams at once.
See high earner tax planning
For businesses weighing the election
Eligibility and break even analysis before anything is filed, then reasonable salary determination, salary versus distribution, payroll setup, quarterly compliance, and retirement contribution strategy.
See S-Corp advisoryFiling and compliance
A flat $185 for personal and small business filing, told to you before any work starts. Filed within 24 hours of having what he needs, or you get 25% off. Individual returns including W-2 and 1099, business returns for LLCs, S-Corps, and partnerships, multi-state filings, self-employed and contractor returns, and rental and investment income.
Foundations and coaching
Not every client needs entity structuring. Some need the business set up correctly from the start, or a household budget that finally holds.
Ongoing, not once a year
Monthly or quarterly reviews, cash flow analysis and forecasting, profitability and margin analysis, KPI tracking, budgeting, and growth planning, for owners who want a financial partner and not just a preparer they see in April.
See financial advisoryDiscovery, Structure, Launch
Entity selection, formation and registration, an EIN and tax accounts, an accounting system, bookkeeping foundations, and a first year strategy. How a business is structured on day one decides years of tax after it.
See start-up advisorySix weeks, start to roadmap
Week one is mindset and an audit of where the money actually goes. Week two builds the budget. Week three covers income and an emergency fund, week four debt and savings, week five tools and lifestyle, and week six a six month roadmap and graduation.
See the Budget Blueprint ProgramIt takes about sixty seconds and costs nothing. Or book a strategy call directly and Pierre will tell you which of the seven, if any, actually applies.
60seconds
How long the free tax savings assessment actually takes.