Tax planning, leveled up
Subscription-based planning for athletes and entertainers.
Too many successful athletes and entertainers lose everything after their career ends. We’re here to change that.
Get the financial guidance you need to manage your income wisely and make it last beyond your competing years. As a team of expert financial advisors, we’ll work with you to organize your business, identify any potential roadblocks, and develop a comprehensive tax and wealth management strategy to help you achieve your short- and long-term financial objectives–all for a fixed monthly fee.*
*Wealth management and financial planning services are carried out simultaneously, each with its own fees.
We met Mike in 2018 at a financial education meeting when we didn't have anything in place for financial security.
He took the time to speak and educate us on different areas from LLC's to tax strategies to investments. Fast forward five years, and we've done some complex tax saving strategies that have saved us a lot of money. Mike also helped us set up our future with securities like retirement plans and life insurance. Without Mike, we woul'd be in the financial position we are today. He is not just our CPA—he's family.
- Jordan & Caleb Plant, former IBF Super Middleweight Champion of the World
We want to help you make the best tax and financial decisions.
How do we do that? Organize, analyze, optimize.
We depend on timely and accurate data. Because we specialize in the athlete and entertainment industry, we understand the challenges you face and know how difficult it can be for you to organize and produce this information.
That’s why we do the work for you.
We take a comprehensive approach to your financial situation and consider all of your goals, assets, and liabilities, ensuring that your financial decisions work well together and are not inadvertently creating conflicts or inefficiencies.
Step 1: Get organized.
We register your business, secure all licenses, and get your banking, accounting, and payroll accounts up and running.
Step 2: Review the results.
Once we have the latest data, we analyze your overall tax and financial situation.
Step 3:
Meet your goals.
With this information, we outline a detailed plan to help you achieve your financial objectives–at the least tax cost possible to you.
Compare Plans
We'll help you choose the plan that's right for you.
Level I:
Blue Chip
For emerging professionals and supporting cast with annual income under $250k.
Level II:
Contender
For income ranging between $250k-750k.
Estimated minimum $20,000 in tax savings per year.*
Level III:
Champion
For income ranging between $750k-2 million.
Estimated minimum $50,000 in tax savings per year.*
Level IV:
Undisputed
For income exceeding $2 million.
Estimated minimum $100,000 in tax savings per year.*
Business Registration Services
✓
✓
Registration fees included.
✓
Registration fees included.
✓
Registration fees included.
Registered Agent & Annual Reporting Services
✓
✓
Registered agent and franchise tax fees included.
✓
Registered agent and franchise tax fees included.
✓
Registered agent and franchise tax fees included.
Business Licensing Services
✓
✓
Licensing fees from one state included.
✓
Licensing fees from one state included.
✓
Licensing fees included.
Business Accounting Software Setup
✓
✓
Accounting software fees included.
✓
Accounting software fees included.
✓
Accounting software fees included.
Payroll Processing Software Setup
✓
✓
Payroll processing software fees included.
✓
Payroll processing software fees included.
✓
Payroll processing software fees included.
Salary Optimization Services
✓
✓
✓
✓
Insurance Review
✓
✓
✓
✓
Retirement Plan Setup
✓
✓
✓
✓
Business & Personal Tax Return Preparation
✓
✓
✓
✓
Bookkeeping Services
3 hours per year.
12 hours per year.
16 hours per year.
✓
Tax Planning Meetings
Annual
Bi-Annual
Quarterly
Monthly
Informal Check-In’s
✕
✕
4 per month.
Unlimited.
Audit Defense Services
✕
✕
✓
✓
Captive Insurance Plan Setup
✕
✕
✓
✓
High-Level Tax Planning Services
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✕
✓
✓
Private Placement Life Insurance Setup
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✕
✓
✓
Executive Administrator Services
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✕
✕
✓
COST
$300/month
$600/month
$1,250/month
$2,500/month
Level I: Blue Chip
For emerging professionals and supporting cast with annual income under $250k.
Business registration services.
Registered agent and annual reporting services.
Business licensing services.
Business accounting software setup.
Payroll processing software setup.
Salary optimization services.
Insurance review.
Retirement plan setup.
Business and personal tax return preparation.
3 hours of bookkeeping services per year.
Annual tax planning meeting.
$300/month
Level II: Contender
For income ranging between $250k-750k.
Estimated minimum $20,000 in tax savings per year.*
Includes all features of the Blue Chip plan and:
Business registration fees included.
Registered agent and franchise tax fees included.
Licensing fees from one state included.
Business accounting software fees included.
Business payroll processing software fees included..
12 hours of bookkeeping services per year.
Bi-annual tax planning meetings.
$600/month
Level III: Contender
For income ranging between $750k-2 million.
Estimated minimum $50,000 in tax savings per year.*
Includes all features of the Contender plan and:
16 hours of bookkeeping services per year.
Quarterly tax planning meetings.
4 informal check-in's per month.
Audit defense services.
Captive insurance plan setup.
High-level tax planning services.
Private placement life insurance setup.
$1,250/month
Level IV: Undisputed
For income exceeding $2 million.
Estimated minimum $100,000 in tax savings per year.*
Includes all features of the Champion plan and:
Unlimited hours of bookkeeping services per year.
Monthly tax planning meetings.
Unlimited informal check-in's per month.
Executive administrator services.
$2,500/month
*Tax savings are estimated from a review of your financial data at sign up.
**Bookkeeping services can be added to the Blue Chip, Contender, or Champion plans, priced at $250 per month for up to 100 monthly transactions.
Next Steps
- Fill out the form below. Or, give us a call.
- Complete your payment and schedule your consultation. A member of our team will contact you to process your $500 consultation fee* and schedule your consultation.
- Get started. At your consultation, our team will review your documents, explore your estimated tax savings, and recommend what subscription plan is best for you.
*Eligible for full refund upon subscribing to a subscription plan.
Additional Services
Financial & Wealth Planning
We will analyze your preliminary data and make a recommendation based on your current situation, financial projections, and overall goals.
Standalone Tax Planning
Minimize your tax liability and increase your cash flow. Across three meetings, our team will create a one-time tax plan that includes strategies for reducing your taxable income, such as maximizing deductions, taking advantage of tax credits, or structuring financial transactions in a way that is more tax-efficient.
Cost: Starting at $5,000*
*Fee to be determined by estimated tax savings.