The Private Suite

The Private Suite includes quarterly tax projections (federal & state), four 60-minute strategy sessions per year, a year-end tax reduction plan, your annual business return (1120S or 1065), your annual personal return when tied to your entity, and priority email access with a 48-hour response guarantee. Everything you need — nothing left out.

No, bookkeeping is not included in The Private Suite. This partnership is focused on high-level tax strategy, compliance, and year-round advisory. If you need bookkeeping, we offer it separately through our Compliance & Clarity Package. Many Private Suite clients pair both services together.

The Private Suite is designed for service-based women business owners generating $250K or more annually and paying $20K+ in taxes. If you've outgrown the "file and forget" approach and you're ready for a year-round financial partner who genuinely knows your numbers and your goals, this is for you.

The Private Suite is priced for businesses generating up to $250,000 in annual revenue. This covers the full scope of quarterly tax projections, quarterly review meetings, strategy sessions, and year-round support outlined in your membership.

As your business grows, so does the complexity of your tax strategy — more income streams, more entity considerations, more deductions to track, and more decisions that carry real tax weight. To make sure you continue receiving the level of attention and trategy your business needs, your investment may be adjusted once your revenue exceeds $250,000, and again at each additional $100,000 in revenue growth (for example, at $350,000, $450,000, and beyond).

WHEN AND HOW THE ADJUSTMENT APPLIES:

For New Members:

If your business is currently generating more than $250,000 in annual revenue, your investment will reflect the appropriate level from the start of your membership. This will be clearly discussed during your discovery call and confirmed in your engagement letter before you commit. There will be no surprise adjustments at your first renewal unless your revenue grows to a new threshold tier.

For Existing Members:

If your revenue grows and crosses the $250,000 threshold (or a subsequent $100,000 milestone) during your membership, we will reach out to discuss the pricing adjustment. This may occur immediately if the change is significant, or at your next membership renewal—whichever we discuss is most fair for your situation. We will always notify you in advance and discuss the adjustment with you directly before any change takes effect.

Here's what that means for you:

✦ You will never be surprised by a pricing change. We will always have a conversation with you first.

✦ Pricing adjustments reflect the additional strategic work required at higher revenue levels, not just a number going up.

✦ Your growth is something to celebrate. If your revenue is increasing, it usually means your business is thriving, and your tax strategy should scale right alongside it.

If you have questions about how this applies to your specific situation, we are always happy to talk it through on a call.

It starts with a free 20-minute discovery call. We'll talk about your business, your current financial situation, and whether The Private Suite is the right fit. If it is, we'll walk you through onboarding, intake form, document upload, and your first strategy session. Book your discovery call using the button anywhere on this page.

Yes, Choose Love Solutions is an online firm that serves clients nationwide. We work virtually with business owners across the country. If you're in North Carolina, we also have deep familiarity with state-specific tax considerations for communities across the region.

Yes, military tax returns are one of our specializations. We understand the unique benefits, deductions, and compliance requirements for active duty service members, veterans, and military families. The Private Suite is available to military-affiliated business owners as well.