A Shurek Accounting & Tax company  ·  Wealth Protection DivisionContact
Advanced Tax, Trust & Estate Strategy

Protecting What You've Built
Across Every Generation

For business owners, real estate investors, and affluent families whose wealth is outgrowing their current structure.

Act before the 2026 estate exemption sunset — time-sensitive planning window open now

We help affluent families and business owners reduce transfer tax, preserve control, coordinate trusts and entities, and keep the reporting clean — from strategy through execution.

Who This Is For

Business owners with appreciating companies

Real estate investors with concentrated assets

Affluent families with multi-million-dollar estates

Parents funding irrevocable trusts or family gifting plans

Clients already using multiple entities and paying large annual tax bills

Service Packages
Choose Your Entry Point
Package One
Estate & Wealth Tax Diagnostic
From $6,500
One-time engagement
"Find out whether your current structure is actually protecting wealth — or just creating paperwork."

Includes

  • Discovery call and document intake
  • Review of current entities, trusts, and prior returns
  • Estate exposure assessment
  • High-level transfer-tax risk identification
  • Written memo with recommended next steps
  • One strategy meeting with client and advisor/attorney

Best For

New planning clients Pre-implementation review Estate exposure check
Inquire About This Package
Core Package
Package Two
Legacy Tax Blueprint
From $15,000
Scoped to complexity
"A coordinated tax strategy for families whose wealth is outgrowing their current structure."

Includes

  • Full tax and entity review
  • Estate/gift exposure modeling
  • Trust and ownership structure analysis
  • Income tax impact across 1040, 1041, 709, and entities
  • Coordination calls with estate attorney and advisor team
  • Written planning blueprint
  • Implementation roadmap with sequenced actions
  • Year-one reporting checklist

Best For

Business owners Real estate investors Trust funding Basis-sensitive planning Pre-2026 exemption planning
Inquire About This Package
Package Three
Implementation & Reporting Concierge
From $25,000
+ returns, scoped first year
"We stay involved from strategy through execution so the plan doesn't fall apart between the attorney meeting and tax season."

Includes (Everything in Blueprint, Plus)

  • Implementation sequencing support
  • Coordination with counsel, trustee, insurance, valuation & wealth advisor
  • Review of asset titling and entity ownership changes
  • Estimated tax and cash-flow coordination
  • Planning-driven tax reporting oversight
  • Priority access for implementation questions
  • Year-end review before filings

Returns (Priced Separately)

  • 1040 from $3,500+
  • 1041 from $2,500 each+
  • 709 from $2,500 each+
  • Entity returns scoped separately

Best For

Active implementation Multi-entity clients High-complexity estates
Inquire About This Package
Ongoing Relationship
Package Four — Annual

Private Client Tax
& Trust Retainer

From $1,500 /month
($18,000–$30,000/year, scoped to complexity)

"An ongoing tax-strategy relationship for families and founders with moving parts."

Includes Annually

  • Annual strategy refresh
  • Trustee and distribution planning coordination
  • Gifting strategy and reporting oversight
  • Pre-year-end planning meetings
  • Attorney and advisor coordination
  • Priority support for major transactions
  • Return review and tax projections

For clients with active trusts, entity changes, annual gifting, real estate moves, or liquidity events. This is the right model after any implementation engagement.

Inquire About the Retainer

Return Pricing Reference

Standalone return preparation — also available as part of implementation packages above.

Form
1040
$3,500+
Complex individual returns
Form
1041
$2,500+
Trust & estate, per entity
Form
709
$2,500+
Gift tax, per return
Entity
1065 / 1120-S
Scoped
Partnerships & S-corps

What to Expect in a Consultation

"We don't just prepare returns after the fact. We help clients think through whether their trust and entity structure actually supports long-term tax efficiency, family wealth transfer, and clean reporting — then we coordinate with counsel and oversee the tax side of implementation."
Clarity of Scope
What We Do & Don't Do

What We Do

  • Model tax and transfer-tax impact of planning strategies
  • Coordinate with estate attorneys, wealth advisors, and trustees
  • Oversee tax reporting for trusts, gifts, and entities
  • Quarterback implementation from strategy through execution
  • Review asset titling and entity changes for tax efficiency
  • Provide planning-driven advice before and after transactions

What We Don't Do

  • Draft legal documents or trust instruments
  • Provide legal advice or act as counsel
  • Replace your estate-planning attorney
  • Promise specific tax savings before review
  • Include unlimited attorney coordination in entry-level packages