Tax Advisory and Filing

Tax Planning and Advisory Services

More than Just Tax Prep

Tax prep is just the beginning. Our advisory services help you plan ahead, reduce liabilities, and make smarter financial moves all year long.

From business structure to real estate strategy to proactive planning. We create a custom road map that supports your long term goals.

What to Expect

1. New Client Intro Call

Your journey starts with a conversation to get to know you, your business, and your goals. We'll discuss where you are and where you want to go, so we can recommend the next best steps for your tax and financial success.

2. Comprehensive Consult

In a 60–90 minute session, we’ll develop your personalized wealth-building and tax-saving plan, complete with actionable strategies, clearly defined goals, and the right structures to support your success. This includes the Mark Kohler Trifecta for optimal alignment of tax, legal, and wealth strategies.

3. Advisory Relationship

Continue working with your tax advisor through monthly or quarterly check-ins to bring your plan to life. You’ll also gain access to our trusted attorneys and partners to help implement your trifecta, protect your assets, and build long-term wealth.

Pricing

Our pricing is designed to reflect the level of expertise, customization, and ongoing support required to help you achieve real financial results.

• Comprehensive Tax Consult: $1,500 (one-time fee)

This is the foundation of our advisory relationship and is required before beginning ongoing services.

• Ongoing Advisory Services: Starting at $750/month

Advisory services are custom-tailored and build upon the strategies developed in your Comprehensive Consult.

Pricing for ongoing advisory services depends on several key factors:

• The scope of work involved (e.g., number of entities, real estate holdings, or income streams)

• The level of support required (from implementation guidance to strategic consulting)

• The frequency of meetings (monthly or quarterly)

Ready to get started on your customized plan?

Sherry Aland PC logo

2524 N. Broadway #597 Edmond, OK 73034

Phone: 405-260-8303

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