The Tax Era Collective

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Strategic Tax Support Designed to Grow With You

You didn’t build a business to overpay the IRS, stress about compliance, or guess your way through tax decisions.

This is where strategy meets structure, and where your next level begins..

TIER 1: FOUNDATION ERA

For business owners ready to get compliant and start thinking strategically

Investment: $2,222

You’ve built something real…now it’s time to make sure your tax foundation is solid.

This tier is designed for S Corp owners who want accurate filing, basic strategy, and clarity on what to do next without overcomplicating things.

What’s Included:

  • S Corporation Tax Return (1120S)

  • 2 × 30-minute Strategy Sessions

  • Year-end tax review + optimization suggestions

  • Compliance check (entity, filings, basics)

What You Walk Away With:

  • Confidence your return is done right

  • A clear understanding of your current tax position

  • Foundational strategies to start saving

Best for: New or growing S Corp owners not yet ready for ongoing advisory

→ Sign up: Tier 1: Foundation Era

Individual tax preparation services by OC Tax Brake

TIER 2: EXPANSION ERA

Investment: $5,555

Growth creates complexity and missed opportunities if you’re not planning ahead.

This tier gives you consistent access to strategy so you’re not making tax decisions alone.

What’s Included:

  • S Corporation Tax Return (1120S)

  • Quarterly Strategy Sessions

  • Ongoing email support

  • Light tax planning throughout the year

  • Proactive recommendations as your business evolves

What You Walk Away With:

  • Better decision-making throughout the year

  • Fewer surprises at tax time

  • Increased tax savings through timing + planning

Best for: Business owners scaling revenue and needing consistent guidance

→ Sign up: Tier 2: Expansion Era 

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TIER 3: WEALTH ERA

For business owners ready to optimize, protect, and build real wealth

Investment: $11,111

At this level, tax strategy isn’t optional—it’s a core part of your wealth-building plan.

We move beyond basic planning and start structuring your business and income intentionally.

What’s Included:

  • S Corporation Tax Return (1120S)

  • Advanced tax strategy + implementation planning

  • Quarterly + Year-End Strategy Sessions

  • Priority support

  • Bookkeeping oversight + coordination

  • Strategic income, deduction, and entity optimization

What You Walk Away With:

  • A proactive, customized tax strategy

  • Increased profitability through smarter structuring

  • Stronger financial visibility and control

Best for: Established business owners ready to scale profit…not just revenue

→ Sign up: Tier 3: Wealth Era

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TIER 4: EMPIRE ERA (CONCIERGE CFO)

For high-level entrepreneurs who want full-service, white-glove tax strategy and support

Investment: $33,333

This is not just tax prep.
This is not just strategy.

This is full financial partnership.

You’re building an empire and you need a tax strategist who operates at that level with you.

What’s Included:

  • S Corporation Tax Return (1120S)

  • Full-Service Bookkeeping

  • Monthly Strategy & Advisory Calls

  • Year-Round Proactive Tax Planning

  • Audit Support & Defense Preparation

  • Entity Structuring & Optimization

  • Direct Access (priority communication)

What You Walk Away With:

  • Maximum tax efficiency across your entire business

  • Clean, organized, decision-ready financials

  • Ongoing strategic guidance for every major move

  • Peace of mind knowing everything is handled

👉Best for: High-income entrepreneurs who want hands-off execution + high-level strategy

→ Sign up: Tier 4: Empire Era (Concierge CFO)

5. Bookkeeping

Stop filing and start planning. Our proactive tax planning service works year-round to legally reduce your tax bill before it's too late to act.

→ Learn more about Tax Planning

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6. IRS Representation & Tax Resolution

Facing an audit, IRS notice, or back taxes? As a federally licensed Enrolled Agent, Kymbirley represents you directly before the IRS.

→ Learn more about IRS Representation

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Pricing

Please reach out for pricing:

Individual Returns for New Clients start at $500

S Corp & C Corp Returns for New Clients start at $1750

Tax Planning is not included in price.

Questions? Reach out!

Contact us today to learn more about how we can assist you in achieving your financial goals and maintaining compliance with tax regulations.

Let's Chat!
Let's Chat!