Tax Planning Investment
Pricing for Tax Planning
A Proactive, Year-Round Strategy
Tax planning goes beyond filing, it’s about building a proactive strategy to grow and protect your wealth. Designed for real estate investors and business owners ready to scale, this service helps you structure income, investments, and operations in the most tax-efficient way. With scheduled planning sessions and ongoing CPA access, we uncover opportunities before year-end so you can act with confidence and keep the tax code working for you year-round.
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Tax Planning Process
Tax planning with us is proactive and strategic. Our CPAs act as tax strategists, working with you year-round to assess your financial picture, uncover opportunities to reduce liability, and implement tax-efficient strategies that help you grow and protect your wealth.
1
Upload Tax Documents
Fill out the "Initial Response Form" sent via email after onboarding.
2
Meet Your Tax Manager
Schedule a call to discuss your tax plan while our team prepares your file.
3
Tax Plan Discussion
Review key strategies, deductions, and personalized tax-saving opportunities.
4
Follow-Up Calls
Schedule additional calls as needed to refine your plan and address questions.
5
Resources & Access
Get exclusive access to your recorded tax planning sessions, Generational Wealth Formula guides and videos, client-only monthly webinars, early access to new planning tools, and a weekly newsletter with tax tips and updates plus, follow us on social to stay ahead and make the most of every opportunity!
Our Services
Customized Pricing to Match Your Requirements
Elite Planning
$16,997+
Ideal For: Experienced investors with extensive portfolios and tax liabilities.
Get Started
Services:
Consultations: Customized for Highly Detailed, Complex Planning
Support:
- On-Demand Strategy Team Access
- Active Collaboration and Calls with Partners, Lenders & Advisors
- Complete Strategic Alignment & Execution Support
- Access to Karbon Client Portal
- INVESTOR FRIENDLY CPA® Tax Strategy Hub – Unlock The Generational Wealth Formula and explore more than 1,000+ comprehensive guides and videos.
Typical Client Profile:
- 20+ Rental Properties, Including Hotels or Multi-Unit Buildings
- 10+ K-1s
- Multiple S-Corporations and Partnerships
- Advanced Cost Segregation Strategies
- Comprehensive Planning for Unique and Complex Investment Portfolios
- Includes Everything from All Prior Levels
Advanced Planning
$9,497+
Ideal For: Real estate investors with complex financial structures.
Get Started
Services:
Consultations: Tailored for Frequent and In-Depth Planning Needs
Support:
- Monthly Tax Strategy Calls
- Tax Projections & Scenario Planning
- IRS Guidance and Correspondence Strategy
- Access to Karbon Client Portal
- INVESTOR FRIENDLY CPA® Tax Strategy Hub – Unlock The Generational Wealth Formula and explore more than 1,000+ comprehensive guides and videos.
To include Tax Strategy Session with Ashish Acharya, MAcc, CPA, CFP®, PFS, CEO/Founder ($1,497 waived).
Typical Client Profile:
- 10+ Rental Properties
- 10+ K-1s
- Multiple LLCs
- Multiple S-Corporations or Partnerships
- Includes All Features and Complexities from Entry-Level and Intermediate Plans
Intermediate Planning
$5,497+
Ideal For: Clients actively growing their portfolios and businesses.
Get Started
Services:
Consultations: 5 Strategy Calls Per Year
Support:
- Unlimited Emails for Questions and Updates
- Entity Structuring and Setup Guidance
- REPS and Short-Term Rental (STR) Logs Support
- Access to Karbon Client Portal
- INVESTOR FRIENDLY CPA® Tax Strategy Hub – Unlock The Generational Wealth Formula and explore more than 1,000+ comprehensive guides and videos.
Typical Client Profile:
- 6+ Rental Properties
- 5+ K-1s
- Multiple LLCs
- 1–2 S-Corporation Filings or Businesses Requiring Tax Planning
- Schedule C and Schedule E Income
- Includes All Features and Complexities in the Entry-Level Plan
Entry-Level Planning
$3,997+
Ideal For: Individuals with simpler financial and investment structures.
Get Started
Services:
Consultations: 3 Strategy Calls Per Year
Support:
- Unlimited Emails for Questions and Updates
- Custom PDF Strategy Plan
- Access to Karbon Client Portal
- INVESTOR FRIENDLY CPA® Tax Strategy Hub – Unlock The Generational Wealth Formula and explore more than 200 comprehensive guides and videos.
Typical Client Profile:
- 0–5 Rental Properties
- 1-4 K-1s
- 1–2 Single-Member LLCs (SMLLC) or Sole Proprietorships
- Contributions or management of a 401(k), IRA and 529 plans
- Contributions or Management of a 401(k), IRA, and 529 Plans
- Income from: 1099 Independent Contractor Work, Schedule C Businesses, Stock Trading, Cryptocurrencies
- Cost Segregation Analysis
Add Ons:
$1,497
To include Tax Strategy Session with Ashish Acharya, MAcc, CPA, CFP®, PFS, CEO/Founder
$997/hr
Additional CPA Services (Meetings, entity structuring, deeper guidance, etc.)
*Please note that prices are subject to change. One-hour consultations, one-off service requests, and similar services are non-refundable. We appreciate your understanding and are committed to providing valuable guidance in every session.
Our Services
Here’s How You Can Connect and Work with IFC
Area of Expertise
Trusted by Clients in All 50 States Nationwide
Our nationwide reach is built on consistent results, expert guidance, and relationships that last. Wherever you are, we’re here to support your goals.
Total Clients
1,000
+
Tax Saving Strategies
300
+
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Tools to Power Your Tax Strategy
We’ve built a library of tax strategies, including our Generational Wealth Formula, to help business owners, investors, high earners, and ambitious professionals keep more of what they earn.
Now, you can get a sneak peek. This guides includes select checklists and planning guides to help you save more, plan ahead, and make confident financial decisions all year long.
Now, you can get a sneak peek. This guides includes select checklists and planning guides to help you save more, plan ahead, and make confident financial decisions all year long.
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We specialize in tax planning strategies that help reduce your liabilities and boost profits, fueling your growth and long-term financial success.
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