Tax Planning & Service Plans — Houston
Tax Planning in Houston (Clarity & Elevate)
Work with a Houston CPA who keeps you compliant and proactive. Pick a plan that fits today, then scale as your needs grow—exactly how your Financial Ascent framework is designed: Trailhead → Mid‑Climb → Summit Peak.
Plans At A Glance
| Plan | Monthly Fee | Included Hours | Scheduled Check‑Ins | Overages Discount | Annual Tax Prep |
|---|---|---|---|---|---|
| On‑Request | $0 | — | None | — | Quoted separately |
| Clarity | $200 | 3 hrs/year | 1 per year | 15% off hourly | Quoted separately |
| Elevate | $500 | 12 hrs/year | 3+ per year | 15% off hourly | Quoted separately |
What’s Included in Every Plan
Partner/Manager time for estimates, quick “what‑if” questions
Priority replies during business hours (within included time)
Routine IRS notice handling within included hours (complex audits may exceed)
Clear scopes and transparent billing; upgrade anytime
Plan Details
On‑Request (Pay‑as‑you‑go) {#on-request}
For one‑time filers or ad‑hoc questions. No check‑ins; you simply use our hourly/project services when you need them. Annual tax prep is quoted separately.
Clarity — Mid‑Climb Insight Builder {#clarity}
Best for owners who want to avoid surprises and keep estimates dialed in.
3 hrs/year of Partner/Manager time
1 scheduled check‑in/year (mid‑year or year‑end)
15% discount on additional hourly work
Typical topics: safe‑harbor estimates, reasonable comp, retirement funding timing, basic elections, light IRS notices, quick what‑ifs
Elevate — Summit Peak Strategic Alliance {#elevate}
For complex or multi‑entity situations needing frequent touchpoints and deeper modeling.
12 hrs/year of Partner/Manager time
3+ scheduled check‑ins/year
15% discount on additional hourly work
Typical topics: multi‑scenario planning (entity choice, elections, comp mix, timing), integration with CAS/CFO, due‑date calendars and task owners
One‑Time Planning Projects
Prefer a project instead of a plan? We offer single‑engagement tax plans—typically $2k–$10k (or 20–30% of first‑year savings, where applicable)—for entity changes, exits, real estate moves, and other big decisions.
Mid‑Year Sign‑Ups & Catch‑Up
Starting mid‑year: we review current data and produce any needed estimates before deadlines.
Catch‑up work: small retro tasks can use included hours; heavier catch‑up may consume more of your bank.
What’s Not Included
Day‑to‑day bookkeeping, invoicing/bill‑pay, running payroll, or prior‑year cleanup. (Those live in Bookkeeping / CAS / Payroll.)
Joe is s a Certified Public Accountant (C.P.A.) and a Certified Valuation Analyst (C.V.A.). Joe’s professional career in public accounting began in 2012 with one of the “Big 4” international
accounting firms. Since 2012, the focus of his professional engagements has been primarily in the area of tax planning, cash flow planning, business valuations, and business consulting for privately owned businesses.
Education: Bachelor of Business Administration-Accounting
Texas State University, San Marcos, TX 2011
Master of Science- Accounting Sam Houston State
University, Huntsville, TX 2012
CERTIFIED PUBLIC ACCOUNTANT
The state of Texas, 2013
