Pricing & Packages
At Brook & West, we understand that every client has unique needs. Whether you’re an individual or a business, we offer flexible pricing and packages to ensure you get the best value and service. Explore our comprehensive packages designed to meet the needs of startups, small businesses, medium businesses, large businesses, and enterprises
Size Definitions
Startups: New businesses with up to $500,000 in annual revenue and fewer than 5 employees.
Small Businesses: Businesses with $500,000 to $2 million in annual revenue or 5-50 employees.
Medium Businesses: Businesses with $2 million to $10 million in annual revenue or 50-250 employees.
Large Businesses: Businesses with $10 million to $50 million in annual revenue or 250-1,000 employees.
Enterprise: Businesses with over $50 million in annual revenue or more than 1,000 employees.
Individual Tax Advisory Services
Enhanced
Three 1-hour sessions for detailed tax planning and scenario analysis. Includes email support for three months.
Elite
Quarterly 1-hour consultations for a year. Includes ongoing support and access to tax planning tools.
Start-up Business Tax Advisory Services
Foundation
One 1-hour consultation focused on early-stage tax strategies and compliance.
Enhanced
Three 1-hour sessions to address multi-state tax strategies and deductions. Includes email support for six months.
Small Business Tax Advisory Services
Foundation
One 1-hour consultation to optimize tax strategies for small businesses.
Growth
Includes a 1-hour consultation and two follow-up sessions (30 minutes each).
Enhanced
Quarterly 1-hour consultations for six months. Includes scenario analysis and credit optimization.
Elite
Up to 12 consultations per year (1 per month) with ongoing support and quarterly tax reviews.
Medium Business Tax Advisory Services
Enhanced
Quarterly 2-hour sessions for comprehensive tax planning. Includes year-long email support.
Elite
Up to 12 consultations per year with a dedicated advisor and customized reporting.
Large Business Tax Advisory Services
Foundation
One 2-hour session focused on large-scale tax strategies and compliance.
Growth
Every two months (6x per year) 1.5-hour consultations to refine multi-state or international tax strategies.
Enhanced
Quarterly 2-hour sessions with a focus on advanced tax credits and operational efficiencies.
Elite
Up to 12 consultations per year with access to enterprise-level advisory tools.
Enterprise Business Tax Advisory Services
Foundation
One 2.5-hour consultation for in-depth review of global tax strategies.
Enhanced
Every two months (6x per year) 2.5-hour strategic sessions with tailored advisory solutions.
Elite
Up to 12 consultations per year (1 per month), quarterly 3-hour strategy reviews, and access to a dedicated advisory team.
Additional Services
We offer additional services to complement our Tax Strategy offerings. These services are tailored to meet the unique needs of individuals and businesses, ensuring maximum value and efficiency. Pricing varies based on the size of the business or individual requirements.
- Detailed Scenario Analysis: Starting at $200 per scenario. Get projections and insights on how various financial decisions impact your tax obligations.
- Tax Credit Optimization: Starting at $300. In-depth review of eligible tax credits and deductions to maximize savings.
- Follow-Up Sessions: Starting at $250 per hour. Schedule additional consultations to address evolving financial goals.