BRONZE: Business Tax Planning and Coaching

We help you to develop a tax plan.  This involves identifying and implementing various strategies to minimize your tax liabilities. As a small business, this can mean providing more money for expenses, investment, or growth.

    • Tax Plan: We help you to develop a tax plan.
    • Tax Return: We help you to submit your tax return.
    • IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
    • Year-Round Tax Support:  We are available year-round to help you with IRS audits and to answer your tax questions.

These services are typically priced at $3,000.

Membership Price: $120 per month.
Initial Setup Fee: $144

1 - Signup information

2.  Membership Agreement

Please click on button below to review and agree to membership agreement.  We will also send you a copy of the agreement with digital signatures.

Membership Agreement

3.  Payment

Please click on desired payment method to make payment.  The first month includes the setup and first month subscription.  Subsequent months only include monthly membership fee.