Tax Advisory Services - Uhart Tax & Financial

Strategic Access to Year-Round Tax Optimization

You're not just getting a tax return—you're getting ongoing access to strategic tax optimization that builds wealth and minimizes your lifetime tax burden.


Most people lose $3,000-8,000 annually through reactive tax decisions and poor timing, but don't realize these "invisible" losses because the IRS doesn't send a bill for missed opportunities.


At Uhart Tax & Financial, we transform clients from reactive tax filing to strategic tax planning partnerships. Through strategic access to year-round tax planning, we transform your major financial decisions from tax liabilities into wealth-building opportunities.

The True Cost of Reactive Planning

Investment sales without planning: Typically costs $2,000-5,000 in unnecessary taxes

Home sales without proper timing: Frequently trigger $3,000-8,000 in avoidable taxes

Retirement withdrawals made reactively: Cost families an average of $15,000+ over their lifetime


Just one well-timed decision typically saves more than your entire annual investment in strategic access.

Why Strategic Access Matters

Stop the Bleeding on Basic Mistakes

Prevent costly errors through ongoing professional guidance and proactive monitoring of your tax situation.

Build Wealth Through Optimization

Year-round strategic guidance that prevents costly mistakes and identifies opportunities throughout the year.

Accelerate Your Financial Goals

Advanced tax strategies and frequent professional touchpoints for complex financial situations.

Maximize Your Legacy

Unlimited access to complete tax advisory collaboration for substantial wealth or highly complex situations.

Essential Access
$1,450
Stop the bleeding on basic tax mistakes
  • Weekly tax tips, monthly newsletters, quarterly estimated tax payment reminders
  • Secure client portal 24/7 access
  • Professional tax preparation with optimization review
  • One comprehensive strategic planning session
  • Tax savings report with actionable recommendations
  • Two-year tax comparison analysis
  • W-4 withholding optimization support
  • One hour of IRS notice assistance if needed
  • Direct email and phone access to client success team
  • 1-year commitment required
Self-employed/Rental add-on: +$500 each
Strategic Access
$2,950
Start building wealth through year-round tax optimization
  • Everything in Essential Access, plus:
  • Two strategic planning sessions (timing optimized for your situation)
  • Mid-year tax projection and course correction
  • Enhanced tax savings scenario modeling
  • Priority 2-day response time for urgent questions
  • Three hours of audit support included
  • 15% discount on specialized advisory services
  • 1-year commitment required
Self-employed/Rental add-on: +$500 each
Comprehensive Access
$4,450
Accelerate your financial goals with advanced tax strategies
  • Everything in Strategic Access, plus:
  • Three planning sessions (quarterly check-ins plus annual strategy)
  • Comprehensive 1-year and 5-year financial roadmap
  • Advanced scenario modeling for major decisions
  • Basic estate planning and beneficiary optimization review
  • Priority 1-day response time for all inquiries
  • Ten hours of audit support and representation included
  • 20% discount on all specialized advisory services
  • 1-year commitment required
Self-employed/Rental add-on: +$500 each
Premier Advisory Access
Starting at $6,450
Maximize your legacy with unlimited tax partnership
  • Everything in Comprehensive Access, plus:
  • Four quarterly planning sessions with unlimited access between meetings
  • ALL specialized advisory services included (no additional fees)
  • Complete estate and retirement optimization strategies
  • Same-day priority response to all communications
  • Twenty hours of audit support and full IRS representation
  • Self-employed and rental property services included
  • 1-year commitment required
Additional properties: 50% off standard rates ($250 each)

Specialized Strategic Services

Retirement Distribution & Roth Conversion Strategy

Strategic evaluation of Roth conversion opportunities and retirement withdrawal strategies.

$750+

Withholding Analysis & Optimization

Detailed review and optimization of payroll withholding to avoid penalties and optimize cash flow.

$400

Investment Sale Timing Strategy

Strategic analysis of investment timing and tax-loss harvesting opportunities.

$750+

Home Sale Tax Optimization

Pre-sale planning and post-sale optimization for real estate transactions.

$750

Self-Employed & Gig Economy Strategy

Comprehensive tax strategies for business owners and independent contractors.

$750+

Financial Education for Young Adults

Sessions covering first jobs, taxes, retirement planning, employee benefits, and setting up for financial success.

$250

Widow/Loss of Loved One Tax Guidance

Compassionate guidance through the financial complexities following the loss of a spouse or family member.

$500

Estate Planning Tax Review

Tax-focused review of estate planning strategies and wealth transfer optimization.

$650+

Note: All specialized advisory services included in Premier Advisory Access tier • 20% discount for Comprehensive Access tier • 15% discount for Strategic Access tier • Standard rates for Essential Access

Ready to Transform Your Tax Strategy?

Whether you're facing a major financial decision or simply want to optimize your tax strategy, we're here to help you make informed choices that benefit your long-term financial health.

Schedule Your Consultation Today

During our initial conversation, we'll discuss your specific situation, explain how our strategic access process works, and help you choose the access level that best fits your needs.


Investment in Excellence: Our clients typically save far more in taxes than they invest in our services—not to mention the peace of mind that comes from knowing you're making the right financial decisions.


Schedule Your Consultation