Tax Strategy

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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: $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

Kymbirley (Kym) Brake, an IRS Enrolled Agent, tax strategist, smiling and holding a blue calculator with the display reading 81.1. She is wearing glasses, a beige blazer, and a white shirt, standing against a plain white background.

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 

Kymbirley (Kym) Brake, an IRS Enrolled Agent, tax strategist, and the founder of OC Tax Brake with long brown hair wearing sunglasses and a white jacket sitting on a wooden bench at an outdoor location with her luggage and a Gucci patterned suitcase.

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

Kymbirley (Kym) Brake, an IRS Enrolled Agent, tax strategist, and the founder of OC Tax Brake based in SoCal with long, wavy hair wearing sunglasses, a black floral embroidered jacket, and a black tulle skirt standing outside a Louis Vuitton store.

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)

A woman in a black dress and high heels walking past a shopping mall with luxury stores, carrying Louis Vuitton shopping bags in one hand and a blue bag in the other. The mall has a white facade with columns, signs for Dolce & Gabbana, and street lamps.

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.

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