Create Your Own Covid Stimulus Plan
- Get a No-Fee Tax Refund Advance
- Receive the Biggest Tax Refund Possible
- Breath Easier with Year-Round Tax Customer Service Access
Why Us?
- Tax Refund Advance
- Biggest Allowable Return
- Year-Round Tax Support
- Accurate Return
Convenience
- Virtual Meeting
- Securely Upload Documents
- Drop Off / Mail Documents
- Safe In-Person Meeting
Tax refund advance
You could get up to $1,000 by applying for a 0% interest, no fee loan when you file with us.
Year-round availability
You don't just submit your taxes through us and we disappear. This year is one of most complicated. By joining a membership program you have a professional available to you year-round to help with IRS audits and to answer your tax questions
Convenience
We have made it easier than ever work with a tax pro. We make it easy for you to upload your documents and meet with your friendly tax professional online. You can also visit us at our office.
Maximized allowable returns
We are tax pros. We have 15-years experience and don't stop until you get every dollar you deserve.
Best referral incentive
We offer an incredible referral program. Get $75 for each new customer you refer who files their tax return with us. Plus, your friends will get $50 off their tax prep fees.
Accuracy
You don't want problems with the IRS. We double check our work and use top of the line tax software for professions to ensure that everything is accurate based on the information you have provided.
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.
- 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.
These services are typically priced at $1,200.
Membership Price: $50 per month
Initial Setup Fee: $60
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 tax return and year-round tax support.
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- 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: We help you to submit your tax return
- 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. 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. 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