Expert Tax Guidance
for your success.
Strategic tax planning and financial guidance designed to help individuals make confident decisions year-round. Led by Thomas Duda, with a focus on proactive planning and long-term efficiency.
Year-Round
Proactive Planning
Direct Access
No Middlemen
Secure Portal
Document Management
Services
Tax Optimization
Minimize tax liability with strategic planning and proactive compliance management.
Financial Strategy
Data-driven insights and forecasting to support confident financial decisions.
Client Portal
Secure document upload and review system for seamless collaboration.
Strategic Tax Guidance
We provide thoughtful, strategic financial and tax guidance designed to help individuals make confident decisions year-round. Our work focuses on proactive tax planning, clarity, and long-term efficiency rather than reactive compliance alone.
Every engagement is handled directly, with a detail-oriented and selective approach built on discretion, precision, and trust. This work is best suited for individuals who value proactive planning and recognize that the right decisions can preserve wealth and meaningfully improve financial outcomes.
Professional Expertise
Experienced tax professional with deep planning expertise
Proactive Approach
Year-round support with strategic planning, not just tax season
Direct Engagement
Every engagement handled directly with precision and trust
Engagements
All engagements include secure portal access, year-round support, and direct communication.
Base
$400/month
For W-2 earners seeking year-round guidance.
- — Year-round tax guidance
- — General planning considerations
- — Common deductions and credits
- — Email and phone support
- — Secure portal access
Premier
$750/month
For individuals building wealth or managing multiple income streams.
- — Everything in Base
- — Proactive tax planning
- — Multi-income coordination
- — Quarterly strategy sessions
- — Tax impact guidance
Premier+
$1,500/month
For individuals with complex financial structures or significant assets.
— Everything in Premier
— Priority response times
— Unlimited scenario analysis
— Advanced entity planning
— Monthly strategy sessions
— Income timing guidance
Let's Start a Conversation
Reach out to schedule a consultation and discover how proactive tax planning can help you preserve wealth and achieve your goals.