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​​​​​​​CPA

THE PROGRAM

​​​​​​​The costs of the Dedicated Business and Personal Tax Review, as well as the Custom Conservation Easement Proposal, are complimentary for those who earn above $500K per year.  We provide these services free of charge because a large percentage of those who receive them choose to become clients.  The cost of the Conservation Easement program varies based on the amount of deduction desired.  It is fully disclosed in the Custom Conservation Easement Proposal.  As you can see from the client results on the HOME page, the tax savings far outweigh any costs involved.​​​​​​​

Most CPAs know enough about Conservation Easements to know that they are handled by specialists only.  Our team of CPAs and attorneys work directly with your tax team, providing all of the documentation for the deduction and exactly how to file.  Our team serves clients from coast to coast and specializes in Conservation Easements.​​​​​​​

WHAT WE PROVIDE

  • Projected income for Current Year above $500K
  • Last Year's Tax Return for Review
  • Open to New Ideas
  • Willingness to be Proactive with Tax Planning
  • Commitment to Financial Success
  • ​​​​​​​Dedicated Business and Personal Tax Review

  • ​​​​​​​Custom Conservation Easement Proposal
  • Guaranteed Results as Proposed​​​​​​​
  • Team of ​​​​​​​Elite Professionals
  • Guidance and support for your tax team​​​​​​​​​​​​​​​​​​​​​​​​​​​

CUSTOM PROPOSAL REQUIREMENTS

COSTS