🎖️ Proudly Specializing in Military Returns · Nationwide · (910) 302-8429
🎖️ Proudly Specializing in Military Returns · Nationwide · (910) 302-8429
By Application · Limited Client Partnerships
THE PRIVATE SUITE™
Year-Round Tax Strategy & Advisory for Established Business Owners
Your business has grown. Your tax strategy should grow with it.
The Private Suite™ · Investment
$18,900 /annual
Payment Plans Available
✦ Quarterly tax projections — federal & state
✦ 4 strategy sessions per year (60 min each)
✦ Annual business return — included
✦ Annual personal return — included
✦ Responses generally provided within two business days
Who It Is For
Built for Business Owners
Who Have Outgrown Once-a-Year
Tax Service
The Private Suite™ is designed for established business owners whose income and financial complexity have outgrown traditional once-a-year tax service.
Particularly those who:
Earn significant business income
Are making increasingly complex financial decisions
Need their tax and business decisions considered together
Want an ongoing relationship with their tax advisory team
Want proactive tax guidance
Want projections rather than surprises
Value professional guidance and implementation
Why Timing Matters
Before the decision is often when tax strategy matters most.
Before you:
Purchase
Expand
Hire
Change Compensation
Add an owner
Restructure
Sell
Invest
Retire
We want to understand what's happening. Because once a transaction is complete or a deadline has passed, some planning options may no longer be available.
What We See
What We Often Notice When Established Business Owners
Come to Us
As businesses grow, tax decisions often become more complex. We commonly see situations where the business has grown faster than the tax strategy supporting it.
That's exactly the gap The Private Suite™ closes.
01
Estimated payments that haven't kept pace with income.
02
An entity structure chosen years ago and never revisited.
03
Retirement decisions and tax decisions happening in two separate conversations.
04
A big purchase made in December because someone said it was "deductible."
Everything included
Six Pillars of The Private Suite™
A focused combination of tax planning, compliance, projections, and year-round advisory designed around the needs of established business owners.
Quarterly Tax Projections
Federal and state tax projections prepared quarterly using the information available to us, giving you greater visibility into your potential tax liability and time to plan before upcoming deadlines.
4 Strategy Sessions Per Year
60-minute quarterly sessions where we review your numbers, make proactive moves, and plan your next 90 days together. No more winging it.
Year-End Tax Reduction Plan
A customized year-end tax planning review designed to identify applicable planning opportunities and deductions based on your circumstances.
Annual Business Return
Professionally prepared, reviewed, and filed based on the information provided and applicable filing requirements.
Annual Personal Return
Your business and individual tax matters considered together for more coordinated planning and compliance.
Responses Within 2 Days
Questions don't wait until April. Responses generally provided within two business days, because your financial decisions can't wait either.
The Transformation
What Changes When you Step Into The Private Suite™
Before The Private Suite™…
— Finding out what you owe in April — always a surprise
— Only hearing from your accountant once a year
— Paying $20K+ in taxes with no plan to reduce it
— Missing legal deductions because no one told you
— Making business decisions without financial clarity
— Dreading tax season every single year
— Feeling like you should have this figured out by now
✦ After The Private Suite ™
✦ Receiving quarterly tax projections so you can better understand what may be ahead.
✦ Year-round access to a tax advisory relationship—not just tax-season preparation.
✦ Year-end planning designed to identify available opportunities before key deadlines pass.
✦ Every planning conversation happening before the decision, not after
✦ Greater tax clarity when making significant business decisions.
✦ Entering tax season with more preparation and fewer last-minute tax decisions.
✦ More clarity. More preparation. More room to lead your business.
how it works
Your Step-by-Step Action Plan
From your first conversation to your first quarter of real clarity, here's exactly what the partnership looks like.
01
Book Your Discovery Call
A free 20-minute conversation where we learn about your business, your goals, and whether The Private Suite™ is the right fit for where you are right now.
02
Complete Your Intake Form
Tell us about your business structure, revenue, and financial situation. This is how we make sure every recommendation and every strategy is built specifically for you.
03
Upload Your Documents
Securely share requested tax returns, financial statements, and supporting records through your private portal. We review the information and identify the areas that require further discussion or planning.
04
Book Your First Strategy Session
Your first 60-minute quarterly session where we review your tax projection, identify planning opportunities, and map your 90-day financial priorities together.
05
Receive Your Quarterly Projections
Every 90 days, a clear federal and state projection lands in your portal. You always know your number and always have time to act before it's too late.
06
Continue Planning Throughout the Year
As your business changes, we revisit your projections, discuss relevant tax considerations, and help you plan ahead rather than waiting until tax season to address important decisions.
your investment
Simple. Transparent. Worth It.
Your agreed Private Suite services are included in your annual investment, with scope and pricing clearly defined in advance.
ANNUAL
$18,900
billed once per year
Payment Plans available
Includes everything listed. No hidden fees. No extra charges for your returns. One investment, complete partnership.
The Private Suite™ starts at $18,900 annually. Final investment is based on the scope and complexity of the engagement, including business structure, revenue, filing requirements, and advisory needs. Your investment is confirmed before services begin.
Free · 3 Minutes · Instant Results
How Proactive Is Your Current Tax Strategy?
Answer a few questions to identify areas of your tax planning that may deserve a closer look.
questions
Everything You Want to Know
What exactly is included in 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 responses generally provided within two business days. Everything you need, nothing left out.
Does The Private Suite™ include bookkeeping?
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.
Who is The Private™ Suite designed for?
The Private Suite is designed for service-based 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 tax advisory partner who genuinely knows your numbers and your goals, this is for you.
How is the investment determined?
The Private Suite™ starts at $18,900 annually. Final investment is based on the scope and complexity of your engagement, including business structure, revenue, filing requirements, and advisory needs. Your investment and included services are clearly defined before the engagement begins.
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.
How do I get started?
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.
✦ By Application · 15 Client Partnerships at a Time
Your Business Has Grown.
Your Tax Strategy
Should Grow With It.
If you're ready for a more proactive relationship with your tax professional, let's start with a conversation about your business, your current tax situation, and what you need going forward.
To Take the first step toward more proactive tax support.
Choose Love Solutions®
Proactive tax strategy. Accurate compliance. Experienced guidance.
Helping established business owners plan ahead and make informed tax decisions.
Serving clients nationwide.
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