Expert Tax Planning
Reach Your Financial Peak with Proactive Tax Planning
At Matterhorn Tax Planning, we do more than record history on April 15th. We engineer forward-looking tax strategies to minimize your liabilities, protect your assets, and maximize your wealth.
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Are You Leaving Money on the Table?
Most tax professionals are historians—they look backward at the end of the year and tell you what you owe. By then, it is too late to make a difference. At Matterhorn Tax Planning, we act as your financial navigators. We work with you year-round to structure your business, investments, and personal finances so you pay the absolute legal minimum in taxes.
Comprehensive Tax & Wealth Strategies
Business Tax Planning
From entity structuring to advanced deduction strategies, we help business owners improve cash flow and keep more of their hard-earned revenue.
High-Net-Worth Tax Strategy
Protect your legacy. We utilize advanced strategies including trusts, charitable giving, and investment tax optimization to preserve your wealth for the next generation.
Real Estate Tax Optimization
Maximize ROI on your real estate portfolio through cost segregation, 1031 exchanges, and passive loss utilization.
IRS Resolution & Audit Defense
Facing an audit or back taxes? We stand between you and the IRS, providing expert representation to resolve disputes favorably and efficiently.
A Higher Standard of Financial Guidance
Navigating the tax code requires precision, experience, and a clear view of the landscape ahead.
Forward-Looking Approach
We plan for tomorrow’s tax brackets, not just today’s.
Tailored Solutions
No cookie-cutter advice. Every strategy is custom-built for your specific financial elevation.
Certified Expertise
Our team of Tax Experts stays ahead of ever-changing tax legislation.
Tax Membership Services
MEMBERSHIP PRICING
$29/month
- Personal budget planning meeting
- Personal tax return preparation
- Quarterly Tax Planning
- Look back 3 years of tax returns
| Services | Non Members | Members |
|---|---|---|
| Tax Returns (W2) 1040 tax returns that do not require a schedule C or E with expenses | $149 | $99 |
| Amended Tax Returns | $50 | $30 |
| Self Employment Tax Returns | $199 | $175 |
| Budget Planning We will help you establish a workable budget to keep your finances in line. Intake appointment to gather information. Second meeting to establish budget to client. | $15/month 2-month minimum | included |
| Double Check/look back We will take a look at previous years returns prepared by other agencies or self prepared ( We will go back a maximum of three years including current year to see if any credits or deductions were missed) | $50.00 | included |
| Quarterly Tax Planning We will assist you in reviewing your self employment business income and expected income to plan what your estimated quarterly payments should be to IRS and applicable states | $50/quarter | included |
| Bookkeeping Both members and non members will have a $100 start up bookkeeping fee | $200/month | $100/month |
| Offer In Compromise (Starting at) | $259 Additional monthly fees apply based on amount due and length of time for negotiation with the IRS This includes the IRS application fee. Prices will be determined when meeting with Tax Professional | $209 Nothing is guaranteed by IRS. We will assist in helping you resolve large tax balances with the IRS. |
| Corporate Returns | $250 | $200 |
| Rental Income Schedule E | $250 | $200 |
Ready to Take Control of Your Tax Burden?
Don’t wait until tax season to start planning. The best tax-saving opportunities require action before December 31st. Let’s build a roadmap to your financial summit.