PLANS & PRICING

National Association of Tax Professionals

The American Institute of Certified Public Accountants

INDIVIDUAL & BUSINESS ADVISORY

Your life. Your financial plan.
Proactive guidance for taxes, investments, business interests, and major financial decisions.

Choose Your Yearly Plan

Individual Essential
700$
For professionals and families who want proactive tax guidance throughout the year.
Valid for 12 months
- Individual federal income tax return preparation
- Annual tax-planning consultation
- Annual tax projection
- Estimated tax calculations
- W-2 and 1099 income review
- Retirement contribution planning
- Year-end tax planning
- IRS/state notice review
- General tax advisory by email
- Preferred pricing on additional FACT Advisors services
Best Value
Individual Private Client
1,800$
Comprehensive year-round tax and financial advisory for executives, investors, and business owners.
Valid for 12 months
- Everything in Essential, plus
- Two comprehensive tax-planning sessions annually
- Detailed tax projections and scenario analysis
- Investment and capital-gains tax planning
- Rental and real-estate tax strategy
- Business/entity consultation
- Owner compensation and distribution consultation
- Advanced retirement tax plannin
- Multi-state tax consultation
- Digital-asset and cryptocurrency tax consultation
- Limited IRS/state representation included
- Annual personal financial strategy meeting
- Priority email and scheduled advisory access
Individual Private Wealth
4,500$
High-touch advisory for complex financial, investment, business, and tax matters.
Valid for 12 months
- Everything in Private Client, plus
- Quarterly tax and financial strategy meetings
- Advanced multi-scenario tax projections
- Business and investment structure analysis
- Advanced real-estate tax planning
- Multi-entity tax coordination
- Advanced capital-gains planning
- Digital-asset transaction and tax consultation
- Strategic charitable and tax-efficient giving consultation
- Coordination with attorneys, investment advisors, lenders, a
- Priority IRS/state notice assistance
- Priority access to FACT Advisors throughout the year
Business Essential
700$
For professionals and families who want proactive tax guidance throughout the year.
Valid for 12 months
- Individual federal income tax return preparation
- Annual tax-planning consultation
- Annual tax projection
- Estimated tax calculations
- W-2 and 1099 income review
- Retirement contribution planning
- Year-end tax planning
- IRS/state notice review
- General tax advisory by email
- Preferred pricing on additional FACT Advisors services
Business Private Client
1,800$
Comprehensive year-round tax and financial advisory for executives, investors, and business owners.
Valid for 12 months
- Everything in Essential, plus
- Two comprehensive tax-planning sessions annually
- Detailed tax projections and scenario analysis
- Investment and capital-gains tax planning
- Rental and real-estate tax strategy
- Business/entity consultation
- Owner compensation and distribution consultation
- Advanced retirement tax plannin
- Multi-state tax consultation
- Digital-asset and cryptocurrency tax consultation
- Limited IRS/state representation included
- Annual personal financial strategy meeting
- Priority email and scheduled advisory access
Business Private Wealth
4,500$
High-touch advisory for complex financial, investment, business, and tax matters.
Valid for 12 months
- Everything in Private Client, plus
- Quarterly tax and financial strategy meetings
- Advanced multi-scenario tax projections
- Business and investment structure analysis
- Advanced real-estate tax planning
- Multi-entity tax coordination
- Advanced capital-gains planning
- Digital-asset transaction and tax consultation
- Strategic charitable and tax-efficient giving consultation
- Coordination with attorneys, investment advisors, lenders, a
- Priority IRS/state notice assistance
- Priority access to FACT Advisors throughout the year

Tax + Finance + Strategy
Understand what happened and determine what should happen next.

Tax strategy

Proactive planning to identify tax exposures and opportunities before year-end.

Business advisory

Practical guidance for compensation, entity structures, growth, and financing.

Financial decision support

Objective financial analysis for investments, financing, expansion, and other significant business decisions.

Strategic finance

Cash flow, profitability, forecasting, financial modeling, and management reporting.

Fractional CFO services

Executive-level financial insight without the cost of hiring a full time CFO.

Engagement scope

Annual packages cover the services identified in the selected engagement level. Specialized or project-based services may require a separate engagement and fee, including:

Bookkeeping and accounting cleanup
Payroll processing
Sales and use tax filings
Amended or delinquent tax returns
Complex IRS or state examinations
Offers in Compromise and tax-resolution engagements
Forensic accounting

Business valuations
Audit, review, or attestation services
Extensive financial-model development
M&A transaction services
Complex financing or capital-raising projects
Legal or investment advisory services

Specific deliverables, meeting frequency, response expectations, and included tax returns will be defined in the client's engagement agreement. All engagements are billed annually.

Build with clarity. Plan with confidence.
Schedule a Consultation / FACT ADVISORS LLC

Tax | Finance | CFO Advisory | Business Strategy · Nevada | California

Tax preparation and tax representation services are subject to applicable professional standards and engagement terms. FACT Advisors LLC does not provide legal advice, investment advisory services, audits, reviews, or other attest services unless separately authorized and appropriately licensed.