STARTER: Tax Return and Year-Round Tax Support
Receive the peace of mind that comes from having a tax professional available to you year-round to submit your taxes, help you with IRS audits, and answer any tax questions you have. These services are typically priced at $1,200.
Membership Price: $50 per month
Initial Setup Fee: $60
After signing up, we will send you an agreement and monthly payment subscription link.
Starter: Business Tax Return & Year-Round Support
Have a tax professional available year-around to help your business submit your taxes quarterly and at year-end, assist your business with IRS audits, and answer any tax questions you have. These services are typically priced at $1,900.
Membership Price: $70 per month.
Initial Setup Fee: $84
After signing up, we will send you an agreement and monthly payment subscription link.
BRONZE: Budgeting and Expense Coaching
We coach and help you to set and keep a budget, determine how to make more money, and how to save more money for the future.
This also includes all of the services of starter plan. This is typically priced at $1,900.
Membership Price: $70 per month.
Initial Setup Fee: $84
After signing up, we will send you an agreement and monthly payment subscription link.
SILVER: Financial Planning and Coaching
We coach and help you to develop and implement a financial plan to grow and protect your money.
This includes all of the services in the starter and bronze plans. This is typically priced at $3,000.
Members Price: $100 per month
Initial Setup Fee: $120
After signing up, we will send you an agreement and monthly payment subscription link.
GOLD: Credit Enhancement and Coaching
We provide you three months of top credit enhancement services and all of the other services to help you succeed.
This includes all of the services in the starter, bronze, and silver plans.
These is typically priced between $5,000 - $8,000.
Membership Price: $200 per month
Initial Setup Fee: $240
After signing up, we will send you an agreement and monthly payment subscription link.
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.
This includes all business starter services. This is typically priced at $3,000.
Membership Price: $120 per month.
Initial Setup Fee: $144
After signing up, we will send you an agreement and monthly payment subscription link.
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.
This includes all the starter and bronze plan services. These are typically priced at $7,000 to $10,000.
Member Discount Price: $230 per month.
Initial Setup Fee: $276
After signing up, we will send you an agreement and monthly payment subscription link.
GOLD: Business Monthly Coaching
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.
Additionally, you receive 15% off on our accounting and payroll services.
This includes all of the business starter, bronze, and silver services. This is typically priced between $10,000 - $15,000
Membership Price: $550 per month
Initial Setup Fee: $600
After signing up, we will send you an agreement and monthly payment subscription link.