Executive · starting at $2,800/mo
CFO-level tax and financial coordination for complex situations.
Executive brings a monthly CFO-level cadence to multi-entity households and businesses, trust and estate matters, and pre-transaction planning — with consolidated reporting, board-ready deliverables, and coordination across your other advisors. Scope is defined precisely in your engagement letter.
Talk about ExecutiveWho Executive is for
Built for you if…
Multi-entity
You own or control several entities that need consolidated tax and financial coordination.
Trust & estate
You have a trust or estate requiring Form 1041 filings.
High-AGI complexity
Your personal and business affairs are intertwined and high-stakes.
Pre-transaction
A sale, merger, acquisition, or other major event is on the horizon.
Advisor coordination
You want your CPA coordinating with your attorney, wealth advisor, or banker.
What’s included
CFO-level cadence.
Monthly coordination, consolidated reporting, board-ready output, and the fastest response standard.
CFO-level call
A monthly strategic coordination call.
Consolidated review
Multi-entity consolidation, up to four entities.
Board-ready deck
Reporting you can take to a board or lender.
Returns + up to 2× 1041
Entity & individual returns, up to two Form 1041s.
Advisor coordination
With your attorney / wealth advisor, on authorization.
Response standard
Same-day, best-effort responsiveness.
Delivered through the secure client portal. Billed monthly on autopay. Response standard is same-day, best effort — not a guarantee.
Standard scope & boundaries
Defined where others are vague.
Up to four entities and two Form 1041s are the standard public scope of Executive — subject to CPA review.
Entities consolidated
Multi-entity consolidation is standard up to four entities. Additional entities are handled with a named add-on.
Form 1041 filings
Up to two trust/estate returns are standard. A third or more is added with a named add-on.
Up to four entities and up to two Form 1041s are the standard public scope of Executive, subject to CPA review. If your situation exceeds this, additional entities or 1041s are added as named services — your engagement letter states your exact scope.
Scope discipline
Even at the top tier, scope is bounded.
Executive is broad, not unlimited. Anything beyond standard scope is a named add-on.
Not part of Executive
- Entities beyond four, or Form 1041s beyond two
- Bookkeeping / data entry — always a separate service
- Books cleanup or catch-up
- Investment advice or asset management (TFS is not an RIA)
- Guaranteed tax savings, guaranteed outcomes, or “unlimited” anything
Where that work lives instead
- Additional entity / additional 1041 → named add-ons
- Bookkeeping, cleanup, payroll, sales tax → named add-ons
- Pre-transaction deep-dives → pre-transaction planning add-on
- IRS/state notice handling & representation → named add-ons
Add-on services are invoked only when your situation exceeds the scope of your package — never bundled into it. Final scope and pricing depend on your facts and a signed engagement letter.
A distinctive Executive inclusion
Advisor coordination, with your authorization.
A clear definition of what coordination is — and the lines it never crosses.
Advisor coordination is…
- TFS coordinating with your attorney, wealth advisor, or banker — with your written authorization
- Aligning tax positions with estate, legal, and financing decisions
- Being the tax point of contact across your advisory team
Advisor coordination is not…
- Investment advice or asset management (TFS is not an RIA)
- Legal advice or acting as your attorney
- Coordination without your authorization on file
Relationship pricing
Executive pricing.
CFO-level monthly coordination, multi-entity consolidation, board-ready reporting, advisor coordination.
Year 1 · acquisition pricing
Year 1 reflects the work of onboarding a complex engagement — mapping entities, establishing cadence, and standing up reporting. Your starting price is set in the engagement letter after CPA review.
At renewal · right-sizing
Each year we review your actual scope and right-size toward the renewal target — up if complexity grows, down if it eases. You’re never locked into a tier you’ve outgrown in either direction.
Final scope and pricing depend on your facts and a signed engagement letter. Year-1 and renewal pricing are set after CPA review; figures shown are starting points.
Fit conversation
Let’s talk about Executive.
Executive engagements are scoped through conversation. Schedule a fit conversation and TFS will map your entities, trust/estate involvement, timing, and coordination needs — then define exact scope and pricing in your engagement letter, after CPA review.