Columbia, South Carolina
hello@pillartax.com
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Where Strategy Becomes Stability.
Boutique Tax Planning

Strategic Tax Planning Built Around You

Helping business owners and high-income professionals keep more of what they earn through proactive planning, personal guidance, and long-term strategy.

Our Approach

At Pillar Tax Planning, we take a proactive, year-round approach to tax strategy. Every recommendation we make is intentional, customized, and designed to reduce tax liability while strengthening your long-term financial position. We don’t believe in last-minute tax filing — we believe in thoughtful planning, strategic decision-making, and guiding our clients through the financial choices that impact their taxes long before year-end.

Built on Relationships. Designed on Strategy.

Thoughtful guidance for clients who want more than tax preparation — they want clarity, partnership, and long-term planning.

Our Why

Pillar Tax Planning was founded on a simple idea: clients deserve more than a once-a-year tax preparer. They deserve a trusted advisor who understands their full financial picture and helps them make strategic decisions year after year.

We take a proactive approach to tax planning, working closely with our clients to identify opportunities, avoid surprises, and create long-term tax strategies. Our clients aren’t looking for the cheapest tax preparer — they’re looking for clarity, strategy, and a professional who sits on the same side of the table as them.

We build long-term relationships with our clients and become a key part of their advisory team — alongside their financial advisor, attorney, and business consultants — to ensure every decision is made with tax strategy in mind.

Because the right tax strategy doesn’t just save money this year — it changes your financial future.

Meet Alli

Alli founded Pillar Tax Planning with a clear vision: to provide proactive, strategic tax planning in a way that is personal, thoughtful, and relationship-driven. After years of working in both tax and financial planning, she saw that many individuals and business owners were making major financial decisions without truly understanding the tax impact. She created Pillar Tax Planning to change that.

Alli works closely with business owners, high-income professionals, and individuals who want more than just tax preparation. She specializes in proactive tax planning, multi-year tax strategies, business entity planning, and helping clients make smarter financial decisions with taxes in mind.

Her approach is simple — be proactive, be intentional, and always plan ahead.

Alli believes the best client relationships are long-term partnerships, where she serves not just as a tax preparer, but as a trusted advisor helping clients navigate important financial decisions throughout their lives and businesses.

Alli Stephen portrait

Choose Your Level of Support

Each engagement is structured to meet clients where they are — from foundational planning to advanced strategic advisory.

Essential Tax Strategy Package

Best For: W-2 earners, simple business owners, or clients testing planning.
$1,500 – $3,000 annually
  • Individual Federal & State Tax Return Preparation
  • 1 Tax planning meeting per year
  • End of year Tax Planning Projection
  • Basic Tax Strategy Discussions

Strategic Tax Advisory Package

Best For: High-income entrepreneurs, real estate investors, multi-entity structures.
$6,000 – $8,000 annually
  • Business & Individual Tax Return Preparation
  • Unlimited Tax Advisory Services & Meetings
  • Quarterly Tax Projections
  • Advanced Tax Strategies + Real Estate Strategies
  • Coordination with Attorney + Financial Advisor

Who We Work With

  • Small business owners
  • High-income individuals
  • Real estate investors
  • Individuals nearing retirement & retirees
  • Professionals with complex income streams
  • Anyone looking for a long-term tax advisor — not just a tax preparer
If you are looking for a long-term relationship and proactive planning, you are in the right place.

Start Planning with Intention

Schedule a consultation to explore the right level of support for your goals, structure, and stage of growth.