Strategic Tax Planning

Designed for individuals and business owners who want proactive financial direction rather than reactive year-end filing. Each strategic session delivers an in-depth diagnostic of your financial positioning, a detailed analysis of prior returns, and actionable steps to optimize cash flow and reduce tax liabilities.

Pricing & Options:

  • Individual Strategy & Diagnostic | $500 (60 minutes)

    • Complete review of prior-year personal returns to identify missed deductions, hidden risks, or tax credits.

    • Projection of taxable income streams across personal investments, real estate, or life transitions.

    • Customized post-session summary report with actionable year-end and quarterly tax-reduction strategies.

  • Business & Entity Strategy | $750 (90 minutes)

    • In-depth diagnostic of prior business and owner tax returns, entity structure, and S-Corp election feasibility.

    • Strategic cash flow review paired with quarterly estimated tax planning to eliminate year-end surprises.

    • Operational tax insights covering section deductions, owner compensation, and health/retirement structuring.

    • Tailored strategic action plan outlining high-impact optimization roadmap.

  • Complex & Multi-Entity Advisory | $1,250+ (Custom Quote)

    • Built for growing enterprises with multi-state tax footprints, job costing requirements, or multiple operating entities.

    • Deep-dive financial analysis, customized FP&A/cash flow modeling, and operational risk assessments.

    • Executive-level strategic summary report tailored for owners, board members, or key stakeholders.

Small and Mid-size Business Advisory

True financial management bridges the gap between daily bookkeeping and high-level corporate strategy. Bringing years of corporate finance leadership and certified expertise, we provide tailored accounting infrastructure, working capital optimization, and forward-looking FP&A for businesses and non-profits.

From precise audit-ready books to board-level cash flow modeling, services are fully customized to match your current scope and growth targets.

Custom Scope & Pricing: Because every operational model is unique, pricing is structured through a quick discovery conversation and tailored proposal. You may use the inquiry form below to request a meeting.

IRS REpresentation and Tax Controversy

Coming Soon — Expected 2027

Disclaimer: Direct tax representation and IRS controversy services are currently in development as Enrolled Agent (EA) credentialing is finalized. In The Arena Advisory LLC nor its principal is currently authorized to represent taxpayers before the IRS. Once active, this practice arm will provide dedicated, high-stakes tax defense.

Facing the IRS can feel like a heavy-weight fight, but you don't have to take the hits alone. As your representative, we step into the ring on your behalf—handling the agents, the paperwork, and the pressure directly—so you rarely have to face the IRS yourself unless required. With In The Arena Advisory LLC in your corner, you can focus on running your business and your life.

Tax Diagnostic & Case Review | $500 (Non-refundable) (Coming Soon)

Thorough analysis of IRS notices, transcript history, and unfiled returns to identify immediate exposure, penalty relief options, and resolution pathways.

Audit Preparation & Defense (Coming Soon)

Complete books-and-records audit readiness, representation during examining agent reviews, and defense strategies designed to minimize adjustments and penalties.

Tax Controversy & Resolution (Coming Soon)

Structured execution of key resolution pathways, including Offers in Compromise, Installment Agreements, Penalty Abatement, and back-tax compliance.

Comprehensive Tax Preparation

Annual Tax Preparation & Compliance While our primary focus is representation and strategic financial advisory, we offer full-scope tax compliance for select individuals and business entities. Every return is filed with precision, ensuring full regulatory alignment while identifying every eligible deduction to optimize your financial position.

  • Individual Filings: Starting at $350

  • Business Filings: Starting at $600

Ready to have us in your Corner?

Submit your inquiry to request a proposal. A team member will reach out promptly to discuss your goals and map out next steps.