Personal Success Package
- 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
- 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
- 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 ALL membership levels
- College planning assistance
- Free dependent children tax preparation
- Notary service
- Unbiased and honest help with your financial issues and questions
- Automatic extension filing at due dates if needed
- Secure document portal
- Email/Text/Phone advice as needed
- Education on business & accounting topics you need to succeed financially