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Slash your tax bill
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Master the tax code
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Own tax season with confidence
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Take actions to guard and grow your wealth
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Count on a relentless team that fights for your financial wellbeing
Maximum Savings Demand a Proactive Plan
Proactive tax planning with a Revo advisor could keep tens or hundreds of thousands of dollars in your pocket. No exaggeration. How? Start planning before you make major financial moves.
Choose between two tax planning packages
You need a custom plan and a relentless partner that helps you claw back, retain, and grow your wealth through taxes.
At Revo, we craft custom tax strategies that not only comply with tax laws but also squeeze financial advantages out of the tax code, so you can boldly retake what’s rightfully yours.
Negotiate to buy or sell a business
Snag a vacation home or rental property
Launch a business or side hustle
Switch up your business incorporation
Map out a succession plan
Make a significant investment
Experience a significant windfall
Make a big donation
Realize a capital gain
Lite
Tax Plan Package
A streamlined approach to tax savings
$4,995
One-time payment
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Intake Questionnaire
You’ll complete an online document so your Revo team can get to know you and your situation.
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Previous Year's Tax Return Review
We’ll review your federal and state returns from last year, if we didn’t prepare them.
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Current Situation Analysis
We'll understand your current financial, business, and investment situation and how that impacts your tax opportunities.
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90-minute Presentation of Your Plan
• 1-hour live presentation, customized based on your intake answers
• 30-minute Q&A
• Recorded so you can watch again anytime in the future
• 30-minute Q&A
• Recorded so you can watch again anytime in the future
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Documents and Recordings
• Printable presentation tailored to you, including checklists and accountability metrics
• The recording of your presentation meeting
• The recording of your presentation meeting
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Revo Team Access
Your Revo team will be available for follow-up questions. This access is not unlimited.
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Network Introductions
We can connect you with trusted partners, if needed.
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Accountability Meeting
Because a plan on paper doesn’t do anything, someone from your team will check in to make sure you are putting your plan in place.
Qualifications may vary. Not all taxpayers will be eligible for this pricing.
Comprehensive
Tax Plan Package
Tax strategies that cover every angle
$9,995
One-time payment
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1-hour, Live Intake Meeting
Either virtually or in-person, your Revo team will use this meeting to dig deep and gather every detail.
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Previous Year's Tax Return Review
We’ll review your federal and state returns from last year, if we didn’t prepare them.
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Current Situation Analysis
We'll understand your current financial, business, and investment situation and how that impacts your tax opportunities.
✓
Document Review
Your team will review current pay stubs, financial, and investment details.
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Baseline Tax Scenario
We’ll establish a baseline tax scenario to show what your tax outcome looks like without any planning.
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Specific Tax Scenarios
Your team will develop scenarios based on the interests you expressed in the intake meeting. We run those side by side with your baseline so you can see the impact of strategic tax moves.
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Revo Tax Partner
(optional +$1,500)
(optional +$1,500)
Want one of Revo’s two partners (Mike Pine or Kevin Schneider) directly involved in your tax planning? If they’re available, you can add one of them to your planning team.
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2-hour Presentation of Your Plan
• 1-hour live presentation, customized based on your intake answers
• 30-minute Q&A
• 30-minute live adjustments
• Recorded so you can watch again anytime in the future
• 30-minute Q&A
• 30-minute live adjustments
• Recorded so you can watch again anytime in the future
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Documents and Recordings
• Your custom, printable presentation, including baseline and specific tax scenario calculations, checklists and accountability metrics
• The recording of your presentation meeting
• The recording of your presentation meeting
✓
Revo Team Access
Your Revo team will be available for follow-up questions. This access is not unlimited.
✓
Network Introductions
We can connect you with trusted partners, if needed.
✓
Accountability Meeting
Because a plan on paper doesn’t do anything, someone from your team will check in to make sure you are putting your plan in place.
Qualifications may vary. Not all taxpayers will be eligible for this pricing.
Existing Revo clients
Once you have a Revo Tax Plan, what's next?
As a returning Revo client, you have the option to maintain your current tax plan to incorporate financial or tax law changes. We perform this by calculating the future tax projection and running a detailed scenario analysis to explore potential outcomes based on changes in your financial situation or tax law.
Pricing for these services is customized to your specific needs and will be quoted on a flat fee basis. This ensures a transparent, straightforward approach tailored to your unique circumstances, so you can make informed decisions without hidden costs.
Lite
comprehensive
Tax plan features
$4,995
$9,995
Intake process
Questionnaire
1-hour meeting
Analysis of your prior year tax returns
Analysis of your current year tax situation
Documented, printable tax plan
Live presentation of your tax plan
90-minute meeting
2-hour meeting
Recording of your plan presentation
Introductions to trusted partners
Future access to your team for questions
limited
Accountability meeting
Analysis of your specific financial documents
Baseline Tax Scenario: Calculation of what you will owe with no planning
Specific Tax Scenarios: Calculation of what you could save using multiple tax strategies
Add a Revo tax partner to your planning stage
+ $1,500
Hear straight from the tax victors
“We appreciate the team's professionalism in making complex tax planning simple and keeping us on track with detailed project management. Their counsel and execution ensure we maximize value while adhering to legal guidelines.”
Edward Jirikils
Owner, Outdoor Adventure Rental, LLC
Mike Pine and his team have been my trusted tax partners for 12 years, offering "big firm" expertise with the personal touch of a small firm. They're thorough, timely, and accommodating, making tax prep effortless. Highly recommend!
Mark Rogers
CFO, Lux Ice
Take control, one strategic step at a time
Book a consultation
Book a 15-minute consult to confirm that we can help you keep your money.
Execute your personal strategy
Work with your Revo team to create a plan specific to your situation and goals.
Secure your
financial future
financial future
Watch your wealth grow when you keep more of your own money.
Start your rebellion against the status quo approach to taxes.
Start your rebellion against the status quo approach to taxes
Hire Revo so you can
It's time to boldly retake what's rightfully yours.
Tax mitigation, not evasion.
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