Tax Strategy Consultation

$197

A comprehensive 60-minute consultation with a Luxe Legacy Financial tax strategist. We review your income, business, and tax situation to identify legal strategies to reduce taxes, increase deductions, and improve your financial structure.

• In-depth review of your income and business structure
• Identification of legal tax reduction strategies
• Personalized tax savings overview
• Actionable tax optimization plan

Tax Return Review & Optimization

$149

Comprehensive review of your prior tax return to uncover opportunities for savings and ensure accuracy.

• Review of prior tax return
• Identify missed deductions
• Find errors and discrepancies
• Reduce future tax liability opportunities
• Actionable recommendations

Individual Tax Planning

$99/month

or $999/year

Ongoing tax planning for employees, investors, and high-income earners.

What's Included:

• Proactive tax reduction strategies
• Retirement contribution optimization
• Year-round deduction maximization
• Continuous support and updates

Best for:

• W-2 Employees
• Investors
• High-income earners

Business Tax Planning

$199/month

or $1,999/year

Advanced tax strategy for business owners.

What's Included:

• Tax liability reduction
• Increased write-offs
• Entity structure optimization
• Ongoing advisory
• Compliance guidance
• Profit protection strategies

Best for:

• LLC owners
• S-Corp owners
• Entrepreneurs
• Self-employed professionals

Premium Tax Wealth Package

$299/month

or $2,999/year

Full-service tax and wealth strategy for high-income earners.

What's Included:

• Business and personal tax planning
• Audit-ready strategy implementation
• Income restructuring
• Long-term wealth protection planning

Best for:

• High-income earners
• Business owners earning $100K+
• Serious wealth builders