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Services

Personal Success Package Membership
  • Base Membership Price : starts at $50 per month, can be billed quarterly or 5% discount for annual pmt

  • Individual tax return preparation with or without side hustle (Sch C, F, E)

  • 2- One hour meetings during the year besides tax return meeting to go over retirement or tax strategy, college or financial planning, Quick Books training, business development, tax planning or anything else. The time is yours!
Business Success Package Membership
  • Base Membership Price: starts at $100 per month, can be billed quarterly or 5% discount for annual pmt

  • Everything in the individual membership

  • One separate business tax return

  • 3-One hour strategy meetings instead of 2
Business Success "Let's Build the Empire" Package Membership
  • Base Membership Price : starts at $200 per month, can be billed quarterly or 5% discount for annual pmt

  • Everything in the individual membership

  • More than one separate business tax return

  • Unlimited strategy meetings

Included with your investment on ALL membership levels:

  • 5% off college planning service packages

  • Automatic extension filing at due dates if needed
  • Free dependent children tax preparation

  • Secure document portal
  • Notary service

  • Email/Text/Phone advice as needed
  • Unbiased and honest help with your financial issues and questions

  • Education on business & accounting topics you need to succeed financially