Federal DirectTax & Business Services
This Isn't for Everyone
Our private advisory program is limited to a select number of clients. We focus on depth, not volume — ensuring you receive the attention your financial situation demands.
Business owners with $500K+ revenue
High-income W-2 earners ($250K+)
Real estate investors with multiple properties
Professionals with complex equity/stock compensation
Multi-entity business structures
Clients seeking long-term tax advisory relationships
Advisory Tiers
Tailored to your level of complexity and need.
Elite Advisory
Starting at $10,000
Comprehensive tax strategy for high-income earners.
Complete tax profile & entity analysis
Multi-year tax strategy roadmap
S-Corp & entity optimization
Quarterly advisory sessions
Priority access to Jerald D'Souza, EA
MOST POPULAR
Premium Advisory
Starting at $15,000
Advanced planning for complex financial situations.
Everything in Elite
Investment tax planning
Real estate tax strategy
Retirement optimization
Monthly advisory sessions
Direct cell access
Private Client
Starting at $25,000
Full-service tax advisory for maximum wealth protection.
Everything in Premium
Estate & succession planning
Multi-entity coordination
On-demand advisory access
Annual strategy retreat
Family office coordination
All advisory engagements begin with a confidential consultation. Pricing is finalized based on scope.
Your Information Is Protected
All communications are confidential. Documents are exchanged through our secure client portal. Your financial privacy is our top priority.
5-Star Rated IRS Enrolled Agent