ADVISORY RATES

At Richard Colins, we do more than just file tax returns—we empower individuals and businesses to make smart financial decisions with year-round strategic guidance. Whether you're navigating complex regulations or planning for growth, our advisory services are built around clarity, compliance, and confidence. Our Advisory Services offer a hands-on, one-on-one coaching experience designed to help individuals,entrepreneurs and small business owners take control of their finances, optimize tax outcomes, and build a sustainable foundation for growth. Ask about our special advisory packages, contact your tax professional for more details.

Advisory Areas of Expertise:

  • Individual 1040 Tax Advisory

  • Business Advisory

  • Rental Property Advisory

  • Employee Investments & Stock Advisory

  • Business Formation & Entity Structuring

Individual Tax Advisory (Form 1040)

From standard W-2 filings to complex multi-income portfolios, we provide personalized strategies to minimize liabilities and maximize refunds. We help you understand your tax situation—not just once a year, but all year long. Through customized, one-on-one coaching, we guide you in understanding how tax laws apply to your unique income profile and personal financial goals.

Each engagement includes:

  • Tailored Tax Strategy: We evaluate your income sources, deductions, tax-advantaged accounts, and investments—including stock compensation and rental properties—to develop a personalized tax plan that minimizes liability and maximizes returns.

  • One-on-One Coaching & Implementation: Over 4–8 sessions spanning 8–20 weeks, we walk you through the tax strategies that matter most to you, including estimated payments and income projections.

  • In-Depth Training: We cover the fundamentals of tax efficiency, capital gains, qualified deductions and credits, retirement planning, household payroll, and more—all in easy-to-understand, actionable terms.

  • Ongoing Access & Support: You’ll get 24/7 access to relevant resources and documents, plus complimentary membership in our private Telegram/WhatsApp strategy group for updates and exclusive insights.

Business Tax Advisory

Whether you're a solo entrepreneur or managing a growing corporation, we offer deep insights tailored to your entity type—LLCs, S Corps, C Corps, Partnerships, and more. We don’t just advise—we help you implement. From entity setup, compliance to operational strategy and financial forecasting, our mission is to educate, equip, and empower you to run a more profitable, tax-efficient business.

Each advisory engagement is tailored to your unique situation and includes:

  • Customized Planning & Strategy: From choosing the right entity structure to understanding allowable deductions and tax-ready bookkeeping, we work with you to align your business operations with your financial goals.

  • Step-by-Step Implementation: We guide you through practical setup and compliance steps—covering cash flow planning, IRS documentation, budgeting, and real-world tax strategies.

  • One-on-One Coaching: Delivered over 4–8 sessions across 8–20 weeks, our program includes in-depth training, follow-up support, and expert insight into business tax laws and income strategies.

  • Ongoing Support: You’ll receive 24/7 access to relevant content, tax documents, and be enrolled in our private strategy group via Telegram/WhatsApp for regular updates—all included at no extra cost.

Rental Property Tax Advisory

Real estate investments can offer great rewards—and unique tax challenges. We help landlords and property investors navigate deductions, depreciation, and passive income rules to make the most of their rental portfolios.

Employee Investments & Stock Advisory

Have RSUs, stock options, or bonuses to manage? We decode the tax implications of employee equity and investment income, helping you make informed decisions and avoid costly surprises.

Business Formation & Entity Structuring

Starting a business? We help you choose the right structure for your goals—whether it’s an LLC, S Corp, or C Corp. Our formation services include EIN registration, state filings, and a clear roadmap for tax-efficient operations from day one.

LET’S BUILD YOUR FINANCIAL FUTURE
Tax season might come once a year—but smart tax planning is year-round. Let our experienced advisors guide you through every stage of your personal or business journey.

Ready to get started? Schedule a Consultation today.