DON'T JUST FILE.
FORGE A PATH.
Stop looking back at the trail you've already walked. Trailhead Tax provides the proactive guidance you need to reach the peak.
The Methodology
Traditional vs Trailhead
Most firms work for the IRS. We have always worked for you.
Traditional Firms
- Transactional filing once a year
- Opaque hourly billing
- Reactive damage control
- Standard reporting
- Unpredictable invoices
The Trailhead Way
- Year-round strategy sessions
- Transparent monthly rates
- Forward-looking tax projections
- Priority advisor access
- Strategic trail maps
01. Establishing Basecamp
Every peak is conquered through thorough prep. We map your starting coordinates, examine previous returns, and secure a locked-in base strategy.
How the trailhead flow works
We don't believe in chaotic tax seasons or surprising invoices. Choose a view below to explore either your new client route or our filing process.
CREATING YOUR BASE
Secure Portal Setup
Receive a direct secure invitation to your integrated client portal. Accessible from any device to keep your conversations encrypted.
MAPPING THE TRAIL
Historical Discovery
Securely drop your prior 2 years of filings. Clay Welch, MST, EA, reviews them for missed write-offs, structures, and legacy liabilities.
STRATEGY CALIBRATION
Navigation Briefing
We host a 30-minute map session to dissect opportunities, align on corporate entities, and build a lock-step tax prevention plan.
PREDICTABLE RETENTION
Subscription Launch
Select an aligned monthly or quarterly advisory retainer. No unexpected billings or shock invoices when filings are drafted.
02. Navigating the Ridge
Ascending the steep slopes requires precision. We structure tax-efficient entities, establish smart write-off loops, and navigate around liability crevasses.
Membership Plans
Transparent Value.
Starting prices reflect base complexity. Your specific rate is set by your return and shown in your Ignition proposal.
Base
/ mo · varies by complexity
Core tax preparation for straightforward returns done right, filed on time, every year.
- Federal 1040 + state filing
- TaxDome client portal + e-signature
- Compliance calendar
Ascent
/ mo · varies by complexity
For clients who want to understand where they're headed, not just where they've been.
- Everything in Base
- IRS & state Power of Attorney
- Return review meeting
- Written tax summary
- Tax planning session (1/year)
- Year-round advisory (1 hr/month)
- IRS notice response — up to 3 hrs/year
- 72-hour response guarantee
Summit
/ mo · varies by complexity
For clients who want to know their future tax liability and actively work to reduce it.
- Everything in Ascent
- Video return walkthrough
- In-depth Tax Action Plan
- Unlimited planning sessions
- All IRS & state notices fully handled
- Audit representation — 10 hrs/year
- 24-hour response guarantee
Business Tax pricing
Base — $250/ mo · varies by complexity
S-Corp or partnership return plus your personal 1040, filed together, done right.
- S-Corp (1120S) or partnership (1065) filing
- Personal 1040 + state return included
- TaxDome client portal + e-signature
- Compliance calendar
Ascent — $325/ mo · varies by complexity
Advisory access, planning sessions, and representation for business owners who want to stay ahead.
- Everything in Base
- IRS & state Power of Attorney
- Reasonable compensation analysis
- Return review meeting
- Written tax summary
- Tax planning session (1/year)
- Year-round advisory (1 hr/month)
- IRS notice response — up to 3 hrs/year
- 72-hour response guarantee
Summit — $550/ mo · varies by complexity
Full tax planning and full representation for complex business situations.
- Everything in Ascent
- Video return walkthrough
- In-depth Tax Action Plan
- Unlimited planning sessions
- All IRS & state notices fully handled
- Audit representation — 10 hrs/year
- 24-hour response guarantee
Bookkeeping pricing
Base — $500/ mo · scales with volume
Clean books, delivered monthly. P&L and balance sheet, quarterly review call.
- Monthly close by the 15th
- P&L + Balance Sheet
- Up to 100 transactions / 3 accounts
- Quarterly review (30 min)
- 72-hour response SLA
Ascent — $650/ mo · scales with volume
More volume, faster close, monthly check-ins, and a tax-ready package at year-end.
- Everything in Base
- Monthly close by the 10th
- P&L + Balance Sheet + Cash Flow
- Up to 250 transactions / 6 accounts
- Monthly review (30 min)
- Tax-ready trial balance at year-end
- 48-hour response SLA
Summit — $950/ mo · scales with volume
Unlimited scope, full advisory, custom dashboard, 1099 filing, and a year-end handoff meeting.
- Everything in Ascent
- Monthly close by the 5th
- Up to 500 transactions / unlimited accounts
- Custom reporting dashboard
- Monthly advisory call (60 min)
- Tax-ready package + handoff meeting
- 1099 tracking + filing
- 24-hour response SLA
Return Complexity Add-ons
These stack on top of any tier, equally across Base, Ascent, and Summit.
All prices are starting rates. Your specific rate is shown in your Ignition proposal. Book a call to discuss your situation.
03. The Summit View
Absolute strategy alignment. You reach the peak with clean, predictable quarterly models, automated advisory touchpoints, and total tax peace of mind.
SET YOUR
COURSE.
Tax seasons don't have to be vertical climbs through unknown blizzards. Get linked in with active oversight from our Folsom advisors.
Secure Direct Line
(916) 941-5286Encrypted Inbox
clay@mytrailhead.taxBook Your Discovery Call
We look ahead to structure efficient corporate holdings and high-net-worth assets before filing day ever hits. Expect zero unexpected fees and immediate answers.