Tax Planning

Tax Planning Add-On

Tax planning is not a once-a-year conversation. At Rose Group CPAs, we offer an optional monthly tax planning subscription exclusively to our existing tax clients—because smart planning throughout the year leads to better outcomes in April and beyond.

What Is Tax Planning?

Tax planning means making proactive decisions now to reduce taxes later. It includes everything from timing income and expenses, to structuring your compensation, to evaluating how the latest law changes impact your business and personal financial picture.

When done well, tax planning puts you in control—so you can make informed decisions with no surprises.

How the Subscription Works

This monthly add-on service provides continuous access to tax strategy conversations, built around your goals. It includes:

A tailored planning session at the start of each engagement year
Mid-year and year-end check-ins
Written guidance on opportunities and recommended actions
Priority access for questions about tax impact of major financial decisions
Ongoing monitoring of new tax laws that could affect your situation

All work is fully integrated with your Rose Group tax preparation—we are your tax team, and this service deepens the value we provide.

Monthly Subscription Pricing

Individuals

Business Owners

Your exact fee will be quoted based on the complexity of your financial picture and planning needs.

Getting started requires a one-time $995 planning fee, which covers some of the time spent developing your personalized tax strategy. Once your plan is created, the monthly subscription of $300–$500, depending on your level of support needs, will begin. This ensures your strategy stays up to date and continues working effectively as your financial situation evolves.

Clients can enroll or cancel at any time—no long-term commitment required.

Already a Rose Group tax client? You’re eligible—this service enhances the tax expertise you already receive.

What’s Covered

We tailor tax planning to what matters most for you. Common planning areas include:

Timing income and deductions
Retirement contribution strategies
Entity structure and reasonable compensation
Business expenses, home office, vehicle, and depreciation
Tax-efficient fringe benefits and distributions
Real estate tax strategies, including depreciation and 1031 exchanges
New legislation impact and timely alerts

One-Time Planning Engagements Also Available

For larger events like succession planning or the sale of a business or property, we offer one-time flat-fee planning services. These projects are quoted separately and do not require a subscription.

See our current planning offer related to the new tax law, available for a limited time.

Let’s Talk

If you’re ready to elevate your tax strategy beyond April 15th, contact us to enroll in our monthly tax planning service or schedule a one-time planning engagement.

Useful links

Locations:

North Carolina Offices:

120 Mosaic Boulevard,
Suite 200
Pittsboro, NC 27312
ERO@RoseGroup.cpa
919-913-8081

101 Cosgrove Ave,
Suite 260
Chapel Hill, NC 27514
Admin@RoseGroup.cpa
919-913-8081

Florida Office:

3119-A Crawfordville Highway,
Crawfordville, FL 32327
Info@RoseGroup.cpa
850-759-5080