Strengthening your financial future
Membership services to help you succeed financially
Sign up for your personal membership plan
Because of Covid and the partial shut-down of the economy, many are struggling to survive. They aren't make making and saving enough money. They are paying too much for taxes. They are struggling to grow and protect the money they have. Most importantly, they aren't getting the support and timely knowledge needed to succeed.
Overwhelmingly people want access to someone who they trust, understands their situation, is quickly accessible, and can help them to make the best financial decisions. They want answers spoken in layman's terms and don't want egotistical experts who speak over their heads in a degrading manner. They want to speak with someone who cares.
MEMBERSHIP PLANS FOR GREATER PEACE OF MIND
We help you to strengthen your financial future. Receive the peace of mind that comes from having a finance and accounting professional available to you year-round to help you minimize your taxes, save and make more money, grow and protect your money, and enhance your credit. Have access to someone you trust, who understands your situation, is accessible, and can help you to make financial decisions.
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.
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- Tax Returns: We submit an accurate tax filing with you that optimizes your return.
- This plan includes Federal 1040 forms and if appropriate schedules A, B and one State Tax return.
- IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
- Tax Support: Call support with tax issues or questions.
- Tax Returns: We submit an accurate tax filing with you that optimizes your return.
These services are typically priced at $1,200.
Membership Price: $50 per month
Initial Setup Fee: $60
BRONZE: Expense Coaching
We provide you expense coaching to help you keep more of your money. This also includes tax return and year-round tax support.
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- Keep Money: We help you to save money by setting up and keeping your budget.
- Manage Money: We discuss and coach you on how you can best organize your home finances.
Education and Tools: We provide education videos and budgeting tools. - Tax Return: We help you to submit your tax return (- see starter plan).
- 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 $1,900.
Membership Price: $70 per month.
Initial Setup Fee: $84
SILVER: Financial Planning and Coaching
We coach and help you to develop and implement a financial plan to grow and protect your money.
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- Grow Your Money: We help you to develop a detailed financial plan to grow your money.
- Protect Your Money: We coach you on how best to protect your money in our rapidly changing world.
- Save Money: We help you to save money by setting up and keeping your budget.
- Make Money: We discuss and coach you on how you can make more money.
- Tax Return and Year-Round Tax Support: We help you to submit your tax return (- see starter plan). We are also available year-round to help you with IRS audits and to answer your tax questions.
These services are typically priced at $3,000.
Members Price: $100 per month
Initial Setup Fee: $120
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.
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- Enhance Your Credit: We provide you 3 months of top credit enhancement services.
- Grow Your Money: We help you to develop a detailed financial plan to grow your money.
- Protect Your Money: We coach you on how best to protect your money in our rapidly changing world.
- Save Money: We help you to save money by setting up and keeping your budget.
- Make Money: We discuss and coach you on how you can make more money.
- Tax Return and Year-Round Tax Support: We help you to submit your tax return (- see starter plan). We are also available year-round to help you with IRS audits and to answer your tax questions.
These services are typically priced at $5,000 - $8,000.
Membership Price: $200 per month
Initial Setup Fee: $240
Plan Comparison Overview
