Tax Planning That Pays for Itself
Choose the level of partnership that fits your situation. Our clients have historically seen 3–15x return on their investment.*
Four Steps to Lower Taxes
From your first Tax Score™ to ongoing savings — here's the simple path forward.
Take Your Tax Score™
Answer a quick 5-minute assessment. We'll calculate your optimization score across deductions, deferrals, and entity structure.
Book Your Strategy Call
After your Tax Score™, book a free strategy session with James Aquila, EA. We'll review your results and discuss what's possible.
Get Your Custom Plan
Receive a written strategy tailored to your situation — specific deductions, entity changes, and timing moves with projected savings.
Start Saving
We implement your plan together. Most clients see measurable tax reduction within the first quarter of working with us.
Choose Your Plan
Every plan includes a personalized Tax Score™ assessment
Tax Strategy Blueprint
Your roadmap to smarter taxes
A comprehensive one-time assessment and strategy plan. Perfect for W-2 employees and small business owners who want clarity on where they're overpaying.
- Personalized Tax Score™ assessment (out of 100)
- Full 3 D's analysis — Deduct, Defer, Divide
- Written strategy report with action steps
- 60-minute strategy session with James Aquila, EA
- 30-day follow-up Q&A access
Annual Tax Planning Partnership
Proactive planning, year-round
An ongoing advisory relationship that combines tax preparation with strategic planning. Your dedicated team keeps you optimized all year — not just at filing time.
- Everything in Tax Strategy Blueprint
- Tax preparation & filing included
- Quarterly strategy reviews (4x/year)
- Entity structure optimization
- Year-round advisor access via portal
- Annual Tax Score™ re-assessment
Elite Advisory
White-glove, total optimization
Our highest-touch service for complex situations — multiple entities, high income, real estate portfolios, or exit planning. James Aquila personally leads your strategy.
- Everything in Annual Partnership
- Monthly advisory calls with James
- Advanced strategies: Real Estate, Oil & Gas, Charitable
- Exit & succession planning
- Audit defense & IRS representation
- Multi-entity & family tax coordination
- Priority response (24–48 hours)
Compare Plans at a Glance
See exactly what's included in each tier
| Feature | $1,997 Blueprint | $4,997/yr Partnership ★ | $9,997+/yr Elite |
|---|---|---|---|
| Personalized Tax Score™ | |||
| Full 3 D's Analysis | |||
| Written Strategy Report | |||
| Strategy Session with James | 1 session | 4x/year | Monthly |
| Follow-up Q&A Access | 30 days | Year-round | Priority 24–48hr |
| Tax Preparation & Filing | |||
| Entity Structure Optimization | |||
| Client Portal Access | |||
| Annual Tax Score™ Re-assessment | |||
| Advanced Strategies (Real Estate, Oil & Gas, Charitable) | |||
| Exit & Succession Planning | |||
| Audit Defense & IRS Representation | |||
| Multi-Entity & Family Coordination |
What Our Clients Say
Real results from real people — verified reviews
"James and his team are up to date with all the new tax codes and give sound advice on how to reduce your liability. Very professional and we couldn't be happier with our refund."
"If my husband and I used a basic tax filing site such as TurboTax, we would've been stuck paying thousands. But with James we got a great return! He explained everything to us along the way so we understood the entire process."
"Awesome service! My return was well above what H&R Block and TurboTax had quoted. Highly recommended!"
Why Clients Choose Aquila
Transparent, results-driven tax planning since 2013
No-Surprise Pricing
The price you see is the price you pay. No hidden fees, no hourly billing.
ROI-Focused
If we don't believe we can identify meaningful savings for you, we'll tell you upfront — before you pay anything.
Year-Round Support
Partnership and Elite clients get ongoing access — not just at tax time.
Dedicated Team
You work with the same team every time. No call centers, no rotating staff.
Frequently Asked Questions
Straight answers to the questions we hear most
*ROI figures and savings ranges are based on historical client outcomes and are provided for illustrative purposes only. Actual results vary based on individual circumstances, income levels, and applicable tax laws. Service plans do not include state filing fees or third-party costs where applicable. Pricing is subject to change. Consult with our team to determine which plan is appropriate for your situation.
The information on this page is for educational and informational purposes only and does not constitute tax, legal, or financial advice. Tax laws are complex, subject to change, and vary by jurisdiction. Strategies discussed may not be suitable for every taxpayer. Consult a qualified tax professional for advice specific to your situation.