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STRATEGIC TAX SERVICES FOR VISIONARY HIGH EARNERS

Whether you’re an entrepreneur, real estate investor, or high-income professional, we specialize in finding errors on your tax return,  uncovering missed tax-saving opportunities, reducing liabilities, and providing the strategic guidance you need to achieve your financial goals with confidence.

Jose Ortiz CPA CTC

TWO WAYS TO SERVE YOU

Choose Where to Start

TAX PLANING & ADVISORY

TAXPREPARATION

Tax Planning & Advisory
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Jose with a client

TAX PLANNING & TAX ADVISORY SERVICES

Proactive Financial Solutions Designed for High Earners

We specialize in simplifying your financial life and maximizing your wealth through strategic, proactive tax solutions tailored to your needs.

We offer two complementary services to meet your unique tax needs:

These services work together or independently to help you stay ahead of your taxes while maximizing your financial efficiency.

Our Core Services Include

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Personal Financial Review

Understand your financial health and uncover growth opportunities.

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On-Demand Consultations

Get personalized advice whenever you need it.

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Tax Deduction Maximization

Reduce your tax liability with expert guidance.

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Access to Our Community Calendar

Stay organized with important tax deadlines, open office hours, and key updates.

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Quarterly Tax Projections

Stay ahead of your tax obligations with proactive planning.

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24/7 Chat Support

Get timely answers through our secure client portal.

Why Partner with The Scale Collective?

01

Maximize Savings

Unlock powerful tax strategies that reduce your liability.

02

Stay Organized

Use our tools and resources to keep on top of deadlines and updates.

03

Focus on Growth

Let us handle the details so you can focus on achieving your goals

Tax Preparation
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TAX  PREPARATION SERVICES

Accurate, Hassle-Free Tax Preparation for High Earners

At The Scale Collective, we take the stress out of tax season by providing expert, efficient tax preparation services tailored to entrepreneurs, real estate investors, and high-income professionals. Our process ensures that your taxes are accurate, compliant, and optimized for savings.

Tax preparation

Tax Preparation Rates

We offer transparent pricing to meet your unique tax needs.

01

Individuals

Starting at

$495

03

Rental Property Owners

Starting at

$695

02

Self-Employed/Independent Contractors

Starting at

$695

04

Business Returns

Starting at

$995

What’s Included

Each Tax Return Includes the Following

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Lifetime Access to Secure Client Portal

Keep your documents organized and secure with unlimited access to your private portal.

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Free Electronic Filing

Enjoy complimentary e-filing of your federal and state tax returns for quick, hassle-free submission.

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Virtual Tax Return Review

Review your tax return on your time—no need to schedule a meeting, making the process easy and convenient.

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State Return Included

Preparation and filing of one state return are included with your service (*additional states may incur an extra fee).

Why Partner with The Scale Collective?

01

Accuracy and Compliance

Rest easy knowing your returns are prepared by experts who understand complex tax laws.

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02

Maximized Savings

We help you identify every deduction and credit you’re legally eligible for.

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03

Stress-Free Process

With virtual reviews and a secure client portal, we make filing your taxes simple and convenient—no meetings required.

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