The Tax Era Collective
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: $3,333
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
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
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
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)
Bookkeeping Oversight + Coordination (Discount full charge bookkeeping add-on)
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)
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.