Services
Our Services
How Can a Financial Advisor Help You?
Comprehensive Tax Planning
Tax Filing
IPO
Quarterly estimates
VC Fund
Selling startup shares
Acquisition
Founding company
Tax Preparation Services
Tax Filing
Exercising Options
Selling startup
W2 Income
New home
New dependents
Recently married
1-Hour Equity Tax Planning Session
Exercising Options
IPO
Acquisition
Changing jobs
Secondary market
Selling startup
Recently married
Business Taxes Services
Tax Filing
Quarterly estimates
Acquisition
Changing jobs
Corporate entities
Business Taxes
Holistic Wealth Management
Investing
Lending
Diversification
Insurance
Cash flow
Selling startup
Acquisition
Getting started is easy
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Switch to Fortax in minutes
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Meet your dedicated tax expert
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Connect with your expert from anywhere
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Backed by our Full Service Guarantee
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Our Pricing
Choose the option that
best fits your needs
Basic Tax
Starting at:
$
500
/Year
What’s included?
-
Unlimited consultation sessions -
Business tax advisory services -
Basic tax planning strategies -
Access to a dedicated tax advisor -
Quarterly newsletters with tax tips
Medium Tax
Starting at:
$
1500
/Year
What’s included?
-
Unlimited consultation sessions -
Business tax advisory services -
Basic tax planning strategies -
Access to a dedicated tax advisor -
Quarterly newsletters with tax tips
Elite Tax
Starting at:
$
2100
/Year
What’s included?
-
Unlimited consultation sessions -
Business tax advisory services -
Basic tax planning strategies -
Access to a dedicated tax advisor -
Quarterly newsletters with tax tips
FAQ Question
Your questions, answered
01.
Why should I hire a financial tax advisor?
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02.
What services do financial tax advisors provide?
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03.
How much do financial tax advisors charge?
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04.
How often should I meet with my tax advisor?
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