Keep MoRE of what you make With Strategic tax planning

 

At HTA, our goal is simple: help you keep more of what you earn. You can't build wealth when you're buried in tax surprises and compliance chaos. That's why we offer strategic tax advisory — so you can step out of the weeds and into a clearer financial future.

OUR APPROACH

You've built something worth protecting. Whether you're running a business, growing a real estate portfolio, or earning at a high level — your tax strategy should be working as hard as you are.

We start with a deep-dive session to understand where you are and where you're headed. From there, we build a tax plan specific to your situation and get to work. Most clients see clarity and a clear path forward within 30-45 days.

This is what strategic looks like. Let us show you.

Services Include

  • Year Long Tax Advisory Partnership

  • “Tax Prep+” Return Preparation + Strategic Assessment

  • Tax Compliance — Preparation + Filing

 learn more about our services tiers.

Preparer

(Preparation + Filing)

Standalone return preparation for clients who have strategy handled elsewhere. Clean execution, accurate filing, no ongoing advisory.

Planner

( Return preparation bundled with a 90-minute strategic assessment)

We prepare your return, then show you what's possible: entity gaps, missed deductions, optimization opportunities. You get a roadmap you can implement yourself or with us through an annual partnership.

.This package is ideal if you're between $200-500K annual income.

STRATEGIST

(Annual Advisory Partnership)

Year-round planning for high-income earners and investors. Custom strategy: entity structuring, Real Estate Professional status qualification, QSBS planning, retirement optimization, quarterly execution. We Assess → Execute → Evaluate → Invest throughout the year, not just in April.

This is perfect for clients who want a strategic partner, not a once-a-year transaction.

Not sure what’s the best option? Click the link below to speak with our team.

Book a Call
Book a Call

FAQS

  • High-income earners, business owners, and real estate investors who are tired of paying more than they should. If you're making $200K+ and your tax strategy is still "file and hope," this is for you.

  • I am a Certified Public Accountant (CPA) with 15+ years of experience in tax strategy, financial advisory, and fractional CFO work. She's helped clients scale businesses, structure entities, and build real wealth — not just file returns.

  • We can't guarantee a specific dollar amount — no honest advisor can. What we can guarantee is a thorough strategy, diligent execution, and a partner who's looking at your full picture year-round, not just in April.

  • It depends on where you're starting. Tax Compliance begins at $1300 for preparation and filing. Tax Prep+ bundles your return with a strategic assessment starts at $4,000. Tax Strategy is a year-round advisory partnership priced based on your entity structure and complexity. Book a call and we'll find the right fit.

  • Click here to schedule a call to see if working with us is a good fit.

    Because of the high-touch nature of our services, we will only work with clients who we feel will can 1000% benefit from what we offer.