ORACLE GUIDANCE
Oracle Guidance Packages
Three levels of Oracle guidance — designed to meet you where you are and grow
with you as your business grows.
SILVER
Foundation &
Compliance
For business entrepreneurs
who need professional tax preparation
and basic financial compliance —
done right, without shortcuts.
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INCLUDES
Annual tax return preparation (individual or business)
Year-round tax questions via email
Basic tax planning review
IRS notice response support
Quarterly check-in (1 session)
Digital document management
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IDEAL FOR
Sole proprietors, new
business owners, and
individuals with
straightforward tax
situations who want professional-grade
compliance.
MOST POPULAR
GOLD
Strategy and
Optimization
For growing businesses
that need more than
filing — they need
Oracle-guided strategy
that reduces tax liability
and builds financial
clarity throughout the year.
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INCLUDES
Everything in Silver
Quarterly tax strategy sessions (4 per year)
Proactive tax planning and projections
Business entity structure review
Payroll tax compliance oversight
Financial statement review
Priority response (48-hour guarantee)
Year-round bookkeeping oversight
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IDEAL FOR
Business entrepreneurs
with $100K–$1M in annual
revenue who are ready to
stop reacting to taxes and
start planning strategically.
PLATINUM
Executive Oracle Advisory
For established
businesses that need
fractional CFO-level
thinking, executive
financial strategy, and
comprehensive Oracle
guidance across all
financial decisions.
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INCLUDES
Everything in Gold
Monthly executive strategy sessions
Fractional CFO advisory
Multi-entity tax strategy
Investor and lender presentation support
Cash flow and financial modeling
Business growth and exit planning
Direct access to Julian Guzmán
Same-day priority response
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IDEAL FOR
Business entrepreneurs
with $1M+ in revenue,
multi-entity structures, or
those preparing for significant growth,
investment, or exit.
All packages begin with a free 30-minute Clarity Session to ensure the right fit.
Pricing is customized based on your specific business situation. Book a session to discuss.
Not Sure Which Package Is Right for You?
Every client relationship begins with a Clarity Session — a focused conversation to understand your situation,
your goals, and the right level of engagement. No pressure. No commitment. Just clarity