Packages
Flat-fee packages that grow with you.
Every package starts with a discovery call and a written scope. À la carte engagements and custom bundles are also available.
Featured this month
Special packages · July
July Special · $250
GRAD Package
For parents of college-bound 18-year-olds. Signed and delivered before move-in day.
$250 flat · save $150
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA authorization
- FERPA waiver
- Notarization coordinated
Student athletes
NIL Athlete
For high school and college athletes turning name, image and likeness into real income — done right.
Starting at $1,500
- NIL contract review
- LLC formation + EIN
- Bookkeeping & tax setup
- Brand & IP protection
- Eligibility disclosure workflow
For individuals
Essentials
The foundation every adult should have in place.
Starting at $499
- Annual personal tax preparation
- Basic will or healthcare directive
- 1 advisory call per year
- Secure document vault
Most popular
Family & Estate
For families protecting their people and assets.
Starting at $1,750
- Personal tax preparation
- Will + revocable living trust
- Powers of attorney & directives
- Mediation credit (up to 2 hours)
- Quarterly advisory calls
For SMB owners
Business Advisory
Coordinated tax, legal and operations support.
Starting at $3,900
- Business + personal tax preparation
- LLC / S-Corp documents & maintenance
- AI workflow assessment
- Owner estate planning basics
- Monthly advisory calls
Need something different? We build custom bundles for complex situations, blended families, and mid-sized businesses. Just ask.