Tax Planning Investment

Pricing for Our Services

Tax Planning: A Proactive, Year-Round Strategy

Tax planning is where we go beyond the numbers and truly partner with you to build a proactive strategy. This service is designed for clients who are ready to scale—particularly real estate investors and business owners who want to structure their income, investments, and operations in the most tax-efficient way possible. With scheduled planning calls and ongoing access to our CPAs, we map out opportunities before the year ends, giving you more control and time to make smart financial decisions. Tax planning is for those who want to make the tax code work for them—not just at filing time, but year-round.

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Tax Planning Process

Tax planning with us is proactive and strategic. We assess your financial picture, identify opportunities to reduce liability, and work with you year-round to implement tax-efficient strategies that support your goals.

Upload Tax Documents

Fill out the "Initial Response Form" sent via email after onboarding.

Meet Your Tax Manager

Schedule a call to discuss your tax plan while our team prepares your file.

Tax Plan Discussion

Review key strategies, deductions, and personalized tax-saving opportunities.

Follow-Up Calls

Schedule additional calls as needed to refine your plan and address questions.

Resources & Access

Get exclusive access to your call’s tax planning modules, expert webinars, our strategy playbook, early insights, and a weekly newsletter with tax tips and updates—plus, follow us on social for more!

Our Services

Customized Pricing to Match Your Requirements

Entry-Level Tax Planning

$3,497+

Ideal For: Individuals with simpler financial structures who need foundational strategy.

Get Started

Services:

Consultations: 3 Strategy Calls Per Year

Support:

Unlimited Emails for Questions and Updates
Custom PDF Strategy Plan
Access to Karbon Client Portal
INVESTOR FRIENDLY CPA® Tax Strategy Hub
Unlimited Email Support

Typical Client Profile:

0–5 Rental Properties
1-4 K-1s
1–2 Single-Member LLCs (SMLLC) or Sole Proprietorships
Contributions or management of a 401(k), IRA and 529 plans
Contributions or Management of a 401(k), IRA, and 529 Plans
Income from: 1099 Independent Contractor Work, Schedule C Businesses, Stock Trading, Cryptocurrencies
Cost Segregation Analysis

Intermediate Tax Planning

$4,997+

Ideal For: Clients expanding into real estate or growing business complexity.

Get Started

Services:

Consultations: 5 Strategy Calls Per Year

Support:

Unlimited Emails for Questions and Updates
Entity Structuring and Setup Guidance
REPS and Short-Term Rental (STR) Logs Support
Access to Karbon Client Portal
INVESTOR FRIENDLY CPA® Tax Strategy Hub

Typical Client Profile:

6+ Rental Properties
5+ K-1s
Multiple LLCs
1–2 S-Corporation Filings or Businesses Requiring Tax Planning
Schedule C and Schedule E Income
Includes All Features and Complexities in the Entry-Level Plan

Advanced Tax Planning

$8,997+

Ideal For: High-net-worth clients or advanced investors seeking proactive planning.

Get Started

Services:

Consultations: Tailored for Frequent and In-Depth Planning Needs

Support:

Monthly Tax Strategy Calls
Tax Projections & Scenario Planning
IRS Guidance and Correspondence Strategy
Access to Karbon Client Portal
INVESTOR FRIENDLY CPA® Tax Strategy Hub

1-on-1 Tax Strategy Session with Ashish Acharya, MAcc, CPA, CFP®, PFS, CEO/Founder ($1,497 waived).

Typical Client Profile:

10+ Rental Properties
10+ K-1s
Multiple LLCs
Multiple S-Corporations or Partnerships
Includes All Features and Complexities from Entry-Level and Intermediate Plans

Elite Tax Planning

$16,997+

Ideal For: Sophisticated investors with complex portfolios and custom needs.

Get Started

Services:

Consultations: Customized for Highly Detailed, Complex Planning

Support:

On-Demand Strategy Team Access
Active Collaboration and Calls with Partners, Lenders & Advisors
Complete Strategic Alignment & Execution Support
Access to Karbon Client Portal
INVESTOR FRIENDLY CPA® Tax Strategy Hub

Typical Client Profile:

20+ Rental Properties, Including Hotels or Multi-Unit Buildings
10+ K-1s
Multiple S-Corporations and Partnerships
Advanced Cost Segregation Strategies
Comprehensive Planning for Unique and Complex Investment Portfolios
Includes Everything from All Prior Levels

Add Ons:

$1497

1-on-1 Tax Strategy Session with Ashish Acharya
MAcc, CPA, CFP®, PFS, CEO/Founder

Our Services

Here’s How You Can Connect and Work with IFC

Area of Expertise

Trusted by Clients in All 50 States Nationwide

Our nationwide reach is built on consistent results, expert guidance, and relationships that last. Wherever you are, we’re here to support your goals.

Total Clients

1,000

Tax Saving Strategies

300

Tools to Power Your Tax Strategy

We’ve built an entire library of tax planning tools for real estate investors, business owners, and high-income earners—and now, you can get a sneak peek.‍

This free sample includes select checklists and planning guides designed to help you save more, plan ahead, and make confident decisions throughout the year.‍

Want a preview of what’s inside? Drop your email and we’ll send the sample straight to your inbox.

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