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Your 2025 tax Proposal is ready

We’re committed to elevating the way we serve our clients, next year and beyond.

Your proposal now includes two options designed to support you at every stage:‍

  • Just the Basics = Essential & Reliable
  • Tax Professional = Reliable, Accurate, Intentional & Priority Service
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Your Financial Life, Elevated

The financial services world is evolving, and so are we.

With rising complexity, smarter tools, and heightened client expectations, we’ve redesigned our service structure to provide year-round advisory support.

We’ve seen firsthand that when we’re involved throughout the year, clients are prepared to make smarter decisions, avoid surprises, and stay aligned with their financial goals.

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Introducing: Tax Professional

Tax Professional is our new standard for delivering year-round tax insight, support, and planning.

This model gives you direct access to a dedicated tax advisor, supported by a team who understands your complete tax picture and is equipped to help you plan ahead with confidence.

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What Your Get with Tax Professional

⦿ Dedicated, direct access to your advisor
⦿ Priority service
⦿ Timely responses
⦿ Human + AI audit risk detection, helping detect potential issues before they become problems
⦿ Best-in-class technology that allows for IRS transcript monitoring, information security, and year-round peace of mind
⦿ Monthly subscription plan that provides continuous, proactive service without the need for yearly renewals
⦿ Rigorous financial review for tax savings opportunities with biannual planning meetings
⦿ Multi-year, multi-scenario tax projections as required

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Why It Matters

Choosing Tax Professional isn’t just about filing taxes, it’s about having a trusted partner in your corner to:
● Proactively review your numbers
● Time deductions and investments to your advantage
● Align tax posture with your broader financial strategy

Because while compliance looks backward, strategy looks forward. When tax strategy is done right, it's about:
● Freeing up capital
● Preserving cash flow
● Positioning you better on an after-tax basis from a risk and return perspective

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FAQ's

Accordion Example

We offer two engagement options: Tax Professional and Just the Basics. Our Tax Professional service is designed for clients who want strategic, proactive planning and access to our advisory team throughout the year. Just the Basics is available for clients who may already work with us in other advisory capacities or are simply looking for tax filing without ongoing support.

Tax Professional allows us to act as true advisors, not just tax preparers. That means we’re looking ahead, planning with your goals in mind, and staying in sync with your financial life all year long.

At this time, yes. However, like many firms, we are gradually shifting toward deeper, ongoing relationships. As the profession evolves, we believe clients benefit most from advisory-based engagements and we’re aligning our services accordingly.

Monthly subscription billing offers manageable, predictable pricing and aligns with our year-round support model. Your financial decisions aren’t tied to tax deadlines, and neither is our service.

Our pricing reflects the rising costs of top-tier talent, advanced technology, and a more comprehensive advisory approach. We remain committed to providing meaningful value and exceptional service, because your financial clarity deserves nothing less.

Tax and accounting services are  offered through HighPoint CPAs, LLC. Investment advisory and wealth  management services are offered through HP Wealth Management, LLC, a  registered investment adviser. Visit brokercheck.finra.org for more information.