Harper Tax CPA
Tier
Price Range
Includes
Tier 1 — Essential Planning
$450-750
• W-2 Earners, sole proprietors seeking annual tax projections
• Includes Year end tax projection
• Estimated tax payment review
• Entity and deduction checkup
1 Annual planning call
Tier 2 — Business Planning
$1200-
$1850
Single state business owner
• Quarterly tax projection
• Reasonable compensation analysis
• Retirement contribution modeling
• QBI & 199A optimization
Email support year round
Tier 3 — Multi-State & PTET Strategy
$2400-
$3650
Multi-state business
•PTET/ PTE election modeling
• State apportionment planning
•Basis Tracking
• Quarterly advisory calls
Tier 4 —Advisory
$4000-
$6500
High Income or multiple entity business owners.
• Entity structure optimization
• Tax-Efficient compensation and dividend planning
• Investment and real estate tax coordination
• Quarterly strategic calls and unlimited email access
