More Than Tax Filing

Strategic Tax Planning & Advisory for Sonoma & Napa County

Tax strategy, investment-focused planning, and proactive advisory services for business owners, rental property investors, and individuals seeking more than tax filing.

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(707) 255-8353

Tax Strategy That Works Year-Round

At Green Valley Tax, we help Sonoma and Napa County clients reduce taxes, protect wealth, and make confident financial decisions throughout the year — not just during filing season.

Our advisory services focus on proactive tax planning, rental and business optimization, and long-term strategy tailored to your goals.

Because every client’s situation is unique, pricing is based on complexity, planning needs, and the level of advisory support requested. You’ll always receive clear scope and pricing before work begins.

Tax Strategy & Advisory Services

Choose the level of advisory support that fits your needs — from a one-time strategy review to ongoing, concierge-level planning.

Tax Strategy Deep Dive™

(One-Time Advisory Engagement)

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A separate, paid advisory review of your prior tax returns (typically the last three years, and longer when appropriate). We identify missed opportunities, evaluate business and rental tax efficiency, and create your personalized Tax Strategy Profile and action plan.

Investment begins at $950
Most clients invest $950–$2,500 depending on complexity.

VIP Tax Strategy Program™ (Most Popular)

Year-Round Advisory Membership

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A paid advisory membership that provides proactive planning, quarterly strategy reviews, and ongoing guidance throughout the year. Ideal for business owners, rental property investors, and clients who want strategic support beyond filing season.

Membership begins at $395/month (annual commitment)
Most VIP members invest $395–$995/month based on complexity and planning needs.

Legacy Elite Advisory™

Concierge & Legacy Planning

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Our highest level of support for complex rental portfolios, advanced wealth planning, and legacy-focused tax strategy. Legacy Elite is reserved for clients seeking concierge-level advisory and coordination.

Offered by application. Investment begins at $1,750/month
Most clients invest $1,750–$5,000+/month based on scope and complexity.

Legacy Elite is designed for clients who value discretion, high-touch advisory, and a proactive strategy aligned with long-term wealth and family legacy goals.

Clear Pricing. No Surprises.

Advisory services are priced based on complexity, scope, and planning needs. We always confirm pricing and scope before work begins.

Serving Sonoma & Napa County

We proudly work with business owners, rental property investors, and families throughout Sonoma County, Napa County, and the greater North Bay area.

Our local insight combined with proactive tax strategy allows clients to plan confidently and make smarter financial decisions year-round.

Tax Preparation & Filing Services

Tax preparation and filing services are quoted separately and tailored to the complexity of your reporting requirements, such as the number of entities involved, jurisdictions, and the scope of required forms and schedules. Advisory and tax strategy services are offered independently from tax preparation so we can focus on proactive, high-value planning throughout the year—rather than limiting our work to compliance alone. This structure ensures clarity in pricing and allows clients to engage us for forward-looking guidance, optimization, and decision support without it being bundled into routine filing services.

Learn About Tax Preparation

An Enrolled Agent on Your Side

With the highest IRS credential, Enrolled Agent Lillian Meyers offers expert representation for all tax matters. She’s equipped to handle complex issues with the IRS, Franchise Tax Board, and other agencies, helping clients navigate penalties, liens, and levies efficiently and cost-effectively.

Ready for a Smarter Tax Strategy?

Start with a Tax Strategy Deep Dive™ and discover opportunities most taxpayers miss.

Call Us (707)-255-835

We’d love to hear from you!
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