Clients aren’t buying spreadsheets.

They’re buying outcomes: reduced tax bills, peace of mind, and proactive advice.

To help you communicate the value clearly and confidently, we’ve created a sample Tax Planning Packages page you can model.

You can use this as a:

✔ Website pricing section

✔ Client proposal insert

✔ Landing page for Tax Strategy Sessions

✔ Sales one-pager during calls

⚠️ NOTE: Below is just an example. You should customize the packages, pricing, and services based on your own expertise, capacity, and client base.

Firm Example: Apex Strategy Advisors

*Powered by TaxPlanIQ™ (fictitious firm for demonstration purposes)