VIP & Upsell Packages

Some clients need more than tax filing. They want strategy, access, and ongoing guidance as their income grows.

At Elite Tax Solver, our VIP & Elite Tax Packages are designed for clients who value:

• Proactive planning
• Personalized strategy
• Priority service
• Long-term clarity
   

These services are intentionally limited and reserved for clients who want a higher level of support and involvement.

VIP & Elite packages are ideal for:

• High-income earners
• Business owners with growing revenue
• Investors with ongoing complexity
• Clients who want year-round tax guidance
• Individuals who prefer a concierge-level experience
   

If you are looking for basic tax filing only, one of our standard tax services may be a better fit.

A bundled solution for business owners who want filing plus strategy.

Best for:

• Established business owners
• Clients who want more than basic compliance
• Businesses with consistent revenue
   

May include:

• Business tax return
• Personal tax return
• Tax strategy session
• Priority handling
   

Pricing: $2,500 – $4,500

Our highest level of service, offering proactive, year-round tax support.

Best for:

• High-income individuals
• Business owners with increasing complexity
• Clients who want ongoing strategic guidance
   

Includes:

• Annual tax planning session
• Mid-year strategy review
• Ongoing strategic guidance
• Priority access and support
   

Pricing: $5,000 – $7,500 per year

These packages are designed to:

• Reduce surprises at tax time
• Identify opportunities throughout the year
• Provide clarity as income changes
• Save time by handling decisions proactively
   

Instead of reacting at filing time, clients benefit from planning ahead.

✔ High-touch, limited-client model
✔ Flat-fee pricing
✔ Strategy-first approach
✔ Priority access
✔ Professional, discreet experience

We intentionally cap the number of VIP clients we work with each year to maintain quality and responsiveness.

Are these packages required to work with Elite Tax Solver?
No. These are optional services for clients who want a higher level of support.

Can I upgrade to a VIP package later?
Yes. Many clients begin with tax preparation or a strategy session and upgrade as their needs grow.

Do these packages replace tax filing services?
Elite packages often include tax filing, but final scope is confirmed during review.

Do you work with clients nationwide?
Yes. VIP services are available to clients across the United States.

To apply for a VIP or Elite package, start with a Free Initial Tax Consultation.
Once reviewed, we’ll determine the best package for your needs and confirm next steps.

👉 Book a Free Initial Tax Consultation