Financial freedom starts with the right plan.
Tax Strategy & Preparation
Tax season shouldn’t be a surprise. We make sure it’s part of a larger strategy.
More than filing—forward-thinking tax strategy.
Tax preparation services are offered through JCJ Wealth & Tax Advisory LLC. Arrowroot Family Office, LLC does not engage in the practice of law or accounting. Clients should consult their own legal or tax professionals for such services.
Individual Tax
$200/mo
Starting at
Comprehensive tax planning and preparation for individuals and families. We integrate your tax strategy with your financial plan—helping you stay organized, minimize surprises, and make confident decisions year-round.
*Must be enrolled in either personal finance or business tax services.
Additional Notes
AFO Wealth Partnership
Select services are powered by our collaboration with AFO Wealth
Third-Party Costs
Prices listed do not include third-party fees for services like legal review, insurance, or agency-based credit repair
Customization
Plans can be tailored to your needs after a discovery call
Frequently Asked Questions
Absolutely. Whether you’re just getting organized or refining a complex plan, we’ll create a roadmap that brings clarity to your financial decisions and helps you move confidently toward your goals.
Yes. We serve individuals, families, and business owners who want to bring structure and strategy to their finances. Our experience spans personal planning, multi-entity tax coordination, and integrated wealth management, helping ensure every part of your financial life works together efficiently.
Yes. Through our family office partnership, we provide portfolio management integrated with tax strategy and long-term planning.
Yes. We work virtually with clients nationwide using secure, tech-enabled systems that make it easy to collaborate wherever you are.
We offer transparent, subscription-style pricing based on your level of planning and oversight needs—so you always know what you’re paying for and why.
Yes. For clients who need focused tax or financial guidance before committing to ongoing services, we offer limited one-time or project-based engagements.
We begin with a discovery call to understand your goals, organize your financial data, and outline your 12-month roadmap. From there, we move step-by-step toward clarity and financial freedom.
All pricing and fees listed are for illustrative purposes only. Actual fees are subject to change based on client complexity, account size, and service scope. Please refer to Arrowroot Family Office, LLC’s Form ADV Part 2A for full fee and compensation disclosures.
Simplify your finances. Amplify your freedom.
JCJ Wealth & Tax Advisory delivers integrated planning that connects your taxes, investments, and life strategy—so you can move forward with clarity and confidence.
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