Patriot Tax Strategies

Pricing Page

"In this world nothing can be said to be certain, except death and taxes."

-Benjamin Franklin

Here's to Your Wealth!

Our Services: Strategy & Growth

Helping Small Business in Texas

Minimize Taxes and Maximize Revenue

We never charge more money for tax strategy services than we save you.

Business Services

  • Tax Strategy Assessment (included at no cost to monthly bookkeeping and quarterly tax prep clients).

    2 Year lookback
    1:1 deep dive on your specific situation and goals
    Current Forecast if you do nothing different
    2 year strategic savings plan
    $2500

  • Tax Planning and Implementation of Strategy

    Starting at $4000 per year and up.  Following years are discounted.
    Note: Complex situations and larger businesses may get upwards of $15,000.  Typically, your tax savings greatly outweighs the fee.  There is a difference in saving $10,000 per year in taxes and saving $70,000 plus per year.

  • Monthly bookkeeping (with weekly reconciliation and quarterly financial analysis).

    Starting at $550 per month for solopreneurs with up to five 1099's.
    Larger businesses start at $750 per month.

  • Business Tax Preparation with Audit Risk Assessment and Mitigation (personal tax return is also included).

    Starting at $750 for bookkeeping clients.

  • Fractional CFO Services

    Contact us by phone or email listed below for review of your situation and a quote. 210.236.0034

Personal Financial Services

  • Financial Coaching

    $1500 for 2 sessions per month for three months.  You pay $500 per month.

  • Retirement Planning

    $300 per session.

  • Personal Tax Strategy and Tax Returns
    For people who pay $30k and above.
    Starting at $3000

  • Infinity Investing

    Contact us by phone or email listed below for review of your situation and a quote. 210.236.0034

Ready to Stop Overpaying and Start Planning?

Let us transform your tax management into a smooth, strategic, and stress-free experience, all year long.

Book Your Free 30-Minute Consultation

Whether you're feeling behind on taxes, frustrated by bookkeeping, or unsure how to plan for future growth—you're in the right place.

In this quick, no-pressure call, we'll:

Discuss your biggest financial concerns or goals

Explore where you're overpaying in taxes (and how to fix it)

Look at simple strategies to clean up your books, reduce stress, and build real wealth

This is a private, judgment-free space. You don’t need to have everything organized—we’ll meet you where you are and build from there.

Ideal for small business owners, attorneys, medical professionals, coaches, and real estate investors earning $250k–$3m/year.

Once you complete a short form so we can make the most of our time together, you'll be directed to my Calendly link.

For a list of services and pricing, head to:

The Patriot Price Page

Book a Strategy Consultation
Here's to Your Wealth