GOLD: Business Monthly Coaching 

In addition to the services below, we virtually meet with you monthly to help you to develop and implement your financial plans, tax plans, to address any tax questions you have, and to help you succeed.

    • 15% Discount: You receive 15% off of our accounting and payroll services.
    • Financial Plan:  We coach and assist you in developing a financial plan.
    • Tax Plan: We work with 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 $10,000 - $15,000

Membership Price: $550 per month
Initial Setup Fee: $600

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.