SILVER: Business Financial Planning and Coaching
Financial planning helps to ensure that you have a smart strategy in place for your success and the success of your business.
- Financial Plan: We help you to develop and implement a financial plan to grow and protect your money.
- 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 $7,000 to $10,000.
Member Discount Price: $230 per month.
Initial Setup Fee: $276
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.
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.