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Chess

Checkmate!

Let's Talk Strategy and Implementation!

Great choice! We look forward to developing and implementing some master strategies with you for years to come. We will contact you soon to set up your initial consultation and send the Tax Planning questionnaire to your email.

  • Business Tax

  • Individual Tax

  • Retirement 

  • Business Structure

  • Employee Benefits

  • Exit Strategies

  • Implementation

  • Tax Preparation

  • Estate Plan 

  • CPA Services

  • Financial Plan

  • Education Plan

Powell United Strategy Suite

All plans include annual tax preparation, audit representation and CPA services

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Elite

Starts At
$900 Monthly

  • Full Tax / Business / Personal Plan

  • Serviced and implemented on a weekly basis

  • Dedicated personal project manager

Pro

Starts At
$650 Monthly

  • Full Tax / Business / Personal Plan

  • Serviced and implemented on a quarterly basis

  • Ongoing phone and email support

Basic

Starts At
$300 Monthly

  • Full Tax / Business / Personal Plan.

  • Serviced and implemented on an annual basis

  • Ongoing email support

Just a handful of more than 125 strategies we are implementing for our clients...

1031 Exchange

Backdoor Roths

Accountable Plans

Business Entity Election

Donor-Advised Funds

Charitable Remainder Trusts

Charitable LLC

Augusta Rule

Group Health Plans

Health Savings Accounts

Life Insurance Retirement Plans

QBI Maximization

R&D Credit

Real Estate Professional 

Employer Retirement Plans

Wages: Hiring Kids, Spouse, Relatives

Estate Planning

Home Office Deduction

Unreimbursed Partnership Expenses

Income Shifting to Lower Tax Rate Related Party

And many, many more...

At Powell United you are in great hands with experienced Enrolled Agents and licensed insurance agents handling your tax, business, and retirement planning. We possess specialized expertise with over 15 years' experience with a leading insurance company, in-depth knowledge of tax laws, and representing taxpayers and businesses before the IRS, ensuring thorough and effective strategies tailored to your specific needs.

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