Intelligent, Future-Focused Tax Planning

For 50 years, Profiler Consulting has helped families and business owners make smarter, more confident tax decisions — without overwhelm, gimmicks, or guesswork. We specialize in clarity: understanding your numbers, modeling your options, and giving you a simple, realistic plan to follow.

Modern planning grounded in real experience

Every plan is built through conversation — not jargon or dense spreadsheets. You share your goals. We analyze your numbers. Then we refine clear, practical next steps you can trust.

Behind the scenes, our team uses enterprise-grade, regulated, non-training AI tools combined with traditional professional tax software. This lets us test scenarios quickly and safely — but every recommendation still comes from human judgment backed by decades of real-world experience.

Tax planning is especially valuable when you’re:

Starting or growing a business Running an S-Corp or partnership Building a rental portfolio Earning high W-2 income or equity comp Navigating multi-state moves or income
Start tax planning

Planning Packages

Every package includes a focused discovery questionnaire, planning call(s), scenario testing, and a clear written roadmap. No noise. No overwhelm. Just the decisions that matter.

Check-In Plan

$350–$550 one-time

For W-2 professionals & simpler households

  • Short questionnaire + last year’s returns and benefits info
  • One planning call focused on key decisions
  • Clear written summary with numbers and next steps

A great fit if you want a second opinion or one-time clarity without ongoing support.

Growth Plan

$950–$1,650 per year

For rental investors & Schedule C owners

  • Two structured planning cycles per year
  • 2–5 year projections showing the impact of different choices
  • Guidance on entity choice, estimated payments & owner pay

Best for clients building rental portfolios or growing a small business who want steady, strategic direction.

Executive Plan

$2,400–$4,200 per year

For S-Corps, partnerships & multi-entity owners

  • Three to four strategic touchpoints timed to key events
  • Integrated planning for compensation, distributions, retirement, and multi-state obligations
  • Sharable summaries for internal teams and outside advisors

Our deepest planning relationship — for owners who want proactive guidance all year long.

Which plan fits me?

Who Benefits Most?

Tax planning matters most when your situation is changing — income, states, properties, entities, or life events.

  • Business owners: S-Corp pay, LLC setup, growth planning, exit prep
  • Rental investors: depreciation, cost seg, timing of acquisitions & sales
  • High-earning employees: RSUs, ESPP, bonuses, multi-state work
  • Families: dependents, credits, college planning, state moves
  • Transitions: retirement, inheritance, business sale

How Planning Works

  1. Step 1
    Share your documents & goals

    You complete a brief questionnaire and upload recent returns. We review everything before meeting.

  2. Step 2
    Discuss your options

    We talk through scenarios, clarify priorities, and define what “success” looks like for you.

  3. Step 3
    We model outcomes

    We use professional tax software + regulated non-training AI to test scenarios quickly and safely.

  4. Step 4
    You receive a clear roadmap

    A written action plan with numbers, timelines, and specific next steps — and follow-ups where needed.

When to Start Planning

The best time to plan is before you make a move:

  • Before year-end — November–January is prime planning season
  • Before a major transaction — selling property, business, or stock
  • When adding a new entity or state
  • After a high-income or windfall year
  • Any “what happens if…?” moment

Common Questions

  • Do I need to be a tax prep client?

    Planning works best when we prepare your return, but stand-alone engagements may be possible.

  • Is this a lot of extra work?

    No — questionnaires are short, and we rely on documents you already have. Conversations drive the plan.

  • How do you use AI?

    We use enterprise-grade, non-training AI tools configured for regulated environments to test scenarios securely. Your data is never used to train public models, and every recommendation is guided by human expertise.

Ask a planning question