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Choose your pricing plan

  • Strategic Tax Office

    500$
    Every month
    For executives and entrepreneurs paying 6- or 7-figure annual taxes. We design structured strategies across W-2 income, capital gains, business, real estate, concentrated stock, and liquidity events.
     
    • Direct Access to the Carson Tax Team
    • Strategic Tax Kickoff & Planning Session
    • Multi-Year Tax Liability Modeling
    • Strategy Identification, Stacking & Modeling
    • Implementation Oversight & Coordination
    • Business & Real Estate Entity Structure Review
    • Capital Gains & Liquidity Event Planning
    • Concentrated Position Mitigation
    • Executive & S-Corp Compensation Optimization
    • Retirement & Roth Conversion Strategy
    • Advanced Estate & Multi-Entity Tax Coordination
    • Private Carson Tax Strategy Library
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