ProposalForge — Advisory Platform

M-Preparing for Tax Season Low

$750–$2,000

Minimum fee floor: $750

Structured preparing for tax season playbook derived from the Practice Forward service menu and pricing artifacts.

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M-New Client Advisory Onboarding Medium

$2,100–$3,500

Minimum fee floor: $2,100

Structured new client advisory onboarding playbook derived from the Practice Forward service menu and pricing artifacts.

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M-1040 with Schedule C/E/F Onboarding Medium

$2,775–$4,200

Minimum fee floor: $2,775

Structured 1040 with schedule c/e/f onboarding playbook derived from the Practice Forward service menu and pricing artif...

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M-Business Client Onboarding Medium

$3,075–$4,800

Minimum fee floor: $3,075

Structured business client onboarding playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Entity Structure Planning Medium

$2,500–$5,000

Minimum fee floor: $2,500

Evaluate whether the client should operate as a sole proprietor, partnership, LLC, or S-corporation and implement the ap...

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A-Cash Flow Planning Low

$1,500–$3,000

Minimum fee floor: $1,500

Develop a tax-aware cash flow strategy ensuring sufficient reserves for tax payments and operational expenses.

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A-Corporation / LLC Income Strategy Medium

$2,500–$6,000

Minimum fee floor: $2,500

Optimize income allocation between salary and distributions to reduce overall tax liability.

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A-Fringe Benefit Optimization Medium

$2,000–$4,500

Minimum fee floor: $2,000

Evaluate tax-efficient benefit structures including health reimbursement arrangements and retirement plans.

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ADD-Buy / Build / Lease Analysis Medium

$1,500–$3,500

Minimum fee floor: $1,500

Analyze financial and tax implications of purchasing, building, or leasing business assets.

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A-Retirement Contribution Strategy Medium

$2,000–$5,000

Minimum fee floor: $2,000

Implement tax-efficient retirement strategies using SEP-IRA, Solo 401(k), or defined benefit plans.

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ADD-Business Succession Planning High

$4,000–$12,000

Minimum fee floor: $4,000

Develop a strategy for transferring ownership while minimizing tax impact and preserving business value.

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A-Rental Property Tax Optimization Medium

$2,000–$5,000

Minimum fee floor: $2,000

Optimize rental property tax treatment including depreciation and passive activity strategies.

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A-Business Health Analysis Low

$1,500–$4,000

Minimum fee floor: $1,500

Evaluate business financial metrics and operational efficiency to identify opportunities for improvement.

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A-Annual Tax Planning Low

$1,200–$4,000

Minimum fee floor: $1,200

Conduct proactive tax planning to reduce liabilities before year end.

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A-Basics of Tax Efficiency Low

$900–$2,200

Minimum fee floor: $900

Structured basics of tax efficiency playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Income Sources Analysis Low

$900–$2,400

Minimum fee floor: $900

Structured income sources analysis playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Tax-Privileged Accounts Strategy Medium

$1,200–$3,200

Minimum fee floor: $1,200

Structured tax-privileged accounts strategy playbook derived from the Practice Forward service menu and pricing artifact...

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A-Deductions and Credits Optimization Low

$900–$2,600

Minimum fee floor: $900

Structured deductions and credits optimization playbook derived from the Practice Forward service menu and pricing artif...

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A-Independent Contractor / Employee Analysis Medium

$1,200–$3,000

Minimum fee floor: $1,200

Structured independent contractor / employee analysis playbook derived from the Practice Forward service menu and pricin...

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A-Business Start-Up Planning Medium

$1,050–$3,200

Minimum fee floor: $1,050

Structured business start-up planning playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Education Savings and Income Shifting Medium

$1,200–$3,600

Minimum fee floor: $1,200

Structured education savings and income shifting playbook derived from the Practice Forward service menu and pricing art...

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A-Equity / Post-Tax Net Worth Planning Medium

$1,800–$4,200

Minimum fee floor: $1,800

Structured equity / post-tax net worth planning playbook derived from the Practice Forward service menu and pricing arti...

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A-Estate Planning Coordination High

$4,200–$10,000

Minimum fee floor: $4,200

Structured estate planning coordination playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Social Security Planning Low

$900–$2,400

Minimum fee floor: $900

Structured social security planning playbook derived from the Practice Forward service menu and pricing artifacts.

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ADD-Selling a Business High

$3,000–$9,000

Minimum fee floor: $3,000

Structured selling a business playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Niche Strategy Coaching and Implementation Medium

$1,500–$4,500

Minimum fee floor: $1,500

Structured niche strategy coaching and implementation playbook derived from the Practice Forward service menu and pricin...

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A-Cash Flow Planning Using Your Corporation / LLC Medium

$1,500–$3,500

Minimum fee floor: $1,500

Structured cash flow planning using your corporation / llc playbook derived from the Practice Forward service menu and p...

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A-QBI Optimization Medium

$1,500–$3,800

Minimum fee floor: $1,500

Structured qbi optimization playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Family Payroll and Income Shifting Medium

$1,200–$3,200

Minimum fee floor: $1,200

Structured family payroll and income shifting playbook derived from the Practice Forward service menu and pricing artifa...

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A-Accountable Plan Reimbursement Strategy Medium

$1,200–$3,000

Minimum fee floor: $1,200

Structured accountable plan reimbursement strategy playbook derived from the Practice Forward service menu and pricing a...

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A-Health Reimbursement Arrangement Design Medium

$1,500–$3,600

Minimum fee floor: $1,500

Structured health reimbursement arrangement design playbook derived from the Practice Forward service menu and pricing a...

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A-Owner Compensation Strategy Medium

$1,500–$3,800

Minimum fee floor: $1,500

Structured owner compensation strategy playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Profit Distribution Strategy Medium

$1,200–$3,200

Minimum fee floor: $1,200

Structured profit distribution strategy playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Estimated Tax Payment Strategy Low

$900–$2,400

Minimum fee floor: $900

Structured estimated tax payment strategy playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Tax Projection Planning Low

$1,200–$3,000

Minimum fee floor: $1,200

Structured tax projection planning playbook derived from the Practice Forward service menu and pricing artifacts.

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ADD-Business Exit Readiness High

$2,500–$7,000

Minimum fee floor: $2,500

Structured business exit readiness playbook derived from the Practice Forward service menu and pricing artifacts.

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ADD-Exit Value Improvement Planning High

$2,200–$6,500

Minimum fee floor: $2,200

Structured exit value improvement planning playbook derived from the Practice Forward service menu and pricing artifacts...

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A-Profitability Improvement Roadmap Medium

$1,500–$4,200

Minimum fee floor: $1,500

Structured profitability improvement roadmap playbook derived from the Practice Forward service menu and pricing artifac...

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A-Real Estate Acquisition Planning Medium

$1,500–$4,200

Minimum fee floor: $1,500

Structured real estate acquisition planning playbook derived from the Practice Forward service menu and pricing artifact...

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A-Depreciation and Cost Recovery Strategy Medium

$1,200–$3,600

Minimum fee floor: $1,200

Structured depreciation and cost recovery strategy playbook derived from the Practice Forward service menu and pricing a...

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A-Passive Activity Loss Strategy Medium

$1,200–$3,200

Minimum fee floor: $1,200

Structured passive activity loss strategy playbook derived from the Practice Forward service menu and pricing artifacts.

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A-Quarterly Accounting Check-In Strategy Low

$900–$2,200

Minimum fee floor: $900

Structured quarterly accounting check-in strategy playbook derived from the Practice Forward service menu and pricing ar...

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A-Annual Tax Meeting Advisory Low

$900–$2,400

Minimum fee floor: $900

Structured annual tax meeting advisory playbook derived from the Practice Forward service menu and pricing artifacts.

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ADD-Business Operations and Documentation Medium

$1,350–$3,200

Minimum fee floor: $1,350

Structured business operations and documentation playbook derived from the Practice Forward service menu and pricing art...

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M-Accounting System Configuration Medium

$1,950–$4,200

Minimum fee floor: $1,950

Structured accounting system configuration playbook derived from the Practice Forward service menu and pricing artifacts...

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ADD-Corporate Record Book Governance Low

$750–$1,800

Minimum fee floor: $750

Structured corporate record book governance playbook derived from the Practice Forward service menu and pricing artifact...

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ADD-Board Meeting Governance Advisory Low

$750–$2,200

Minimum fee floor: $750

Structured board meeting governance advisory playbook derived from the Practice Forward service menu and pricing artifac...

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M-Accounting Workflow Modernization Medium

$1,500–$4,200

Minimum fee floor: $1,500

Structured accounting workflow modernization playbook derived from the Practice Forward service menu and pricing artifac...

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M-Accounting System Training Advisory Low

$900–$2,400

Minimum fee floor: $900

Structured accounting system training advisory playbook derived from the Practice Forward service menu and pricing artif...

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M-Bookkeeping Cleanup and Reconciliation Low

$1,200–$3,000

Minimum fee floor: $1,200

Structured bookkeeping cleanup and reconciliation playbook derived from the Practice Forward service menu and pricing ar...

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M-Transaction Volume Scaling Strategy Medium

$1,500–$4,200

Minimum fee floor: $1,500

Structured transaction volume scaling strategy playbook derived from the Practice Forward service menu and pricing artif...

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M-Sales and Use Tax Planning Medium

$1,500–$3,600

Minimum fee floor: $1,500

Structured sales and use tax planning playbook derived from the Practice Forward service menu and pricing artifacts.

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M-Foreign Bank Account Compliance Planning Medium

$1,200–$3,200

Minimum fee floor: $1,200

Structured foreign bank account compliance planning playbook derived from the Practice Forward service menu and pricing...

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M-1099 Contractor Compliance Strategy Low

$750–$2,200

Minimum fee floor: $750

Structured 1099 contractor compliance strategy playbook derived from the Practice Forward service menu and pricing artif...

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M-Personal Property Tax Planning Low

$750–$2,200

Minimum fee floor: $750

Structured personal property tax planning playbook derived from the Practice Forward service menu and pricing artifacts.

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M-Payroll System Strategy Medium

$1,200–$3,200

Minimum fee floor: $1,200

Structured payroll system strategy playbook derived from the Practice Forward service menu and pricing artifacts.

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M-Payroll Notice Response Planning Low

$750–$1,800

Minimum fee floor: $750

Structured payroll notice response planning playbook derived from the Practice Forward service menu and pricing artifact...

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M-Accounts Payable Process Optimization Medium

$1,500–$3,600

Minimum fee floor: $1,500

Structured accounts payable process optimization playbook derived from the Practice Forward service menu and pricing art...

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M-Accounts Receivable Process Optimization Medium

$1,500–$3,600

Minimum fee floor: $1,500

Structured accounts receivable process optimization playbook derived from the Practice Forward service menu and pricing...

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M-Compilation Readiness Planning Low

$750–$2,200

Minimum fee floor: $750

Structured compilation readiness planning playbook derived from the Practice Forward service menu and pricing artifacts.

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