The ValuePoint Methodâ„¢
Most tax services begin after year-end — when many high-impact decisions can no longer be changed. We start earlier.
01 ASSESSMENT SUMMARY
02 PRIORITY RECOMMENDATIONS
03 STRATEGY SESSION
04 IMPLEMENTATION SUPPORT
01
Find the Gaps
Where is money leaking, opportunity being missed, or risk going unmanaged?
02
Unlock the Levers
Tax strategy, entity structure, pricing, credit, and capital access become tools, not afterthoughts.
03
Sequence the Moves
The best plan is not just correct. It is executable in the right order.
Individual Tax Returns
Standard preparation and filing for single filers and married couples. Includes dependents and credits.
From $225 — $275 (with dependents)
Business Formation & Restructuring
LLC setup, entity structure analysis, and capital optimization to ensure long-term operational stability.
From $500 — $1,000+ (restructuring)
General Tax Consultation
A complimentary 30-minute opportunity-mapping assessment to surface immediate risks and opportunities.
$99
Fees are based on forms, complexity, records, and work required — never on the size of your refund or a promised result.
Services & Pricing
Schedule C & Self-Employed
Comprehensive tax preparation for sole proprietors and independent contractors, including complex business structures.
From $500 — $900+ (complex)
Nonprofit Establishment
Full Form 1023 package preparation and professional fees for 501(c)(3) nonprofit organizations.
$2,500 Professional Fee
S-Corporation Services
Expert guidance on S-election, 1120-S returns, and entity restructuring to maximize capital efficiency.
$500 (election) — $1,000+ (late-election)
Strategic Yearly Planning
Comprehensive tax planning engagements for established businesses with revenue exceeding $200K.
Up to $5,000 (established businesses)
Flagship Engagement
The Business Tax Strategy Diagnostic is a 90-minute executive assessment designed to surface high-impact opportunities and immediate risks. This diagnostic fee is credited toward our Full Strategy Engagement package, which includes five customized sessions and a comprehensive written roadmap.
THE ARCHITECT OF OPTIMIZATION
D'Vonta Richard is the Founder and Principal Tax Professional at Optimized Tax Advisory Group, LLC. With over 13 years of experience in business operations and management, he leads OTAG as the capital-optimization firm of APEX Enterprise. His approach is rooted in the ValuePoint Methodâ„¢, a strategic framework designed to map hidden opportunities and sequence moves that transform potential into measurable outcomes.
✦ ACTIVE IRS PTIN HOLDER
Referral Partners
OTAG maintains structured, independent referral relationships with financial-services partners. Clients always contract with and pay OTAG directly, receive one clear total fee before signing, and referral relationships are disclosed. Partner inquiries welcome.