Don't Pay A Penny More Than You Owe.
Empowerment Tax Packages
Proactive
$299*
monthly
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Tax Preparation
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Audit Protection
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Unlimited CPA & Accounting Support (via Email)
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60-Minute Tax Estimate Meeting
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Basic Tax Blueprint
(+1-hr Consult)
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Secure Online Portal
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Virtual Appointments
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Electronic Filing
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Electronic Document Delivery
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e-Signature
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Online Scheduling
Professional
$374*
monthly
Everything in the Proactive Package, PLUS...
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Unlimited CPA & Accounting Support (via Email & Phone)
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30-Minute Compliance Session
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60-Minute Entity Review
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Exclusive Access to Webinar Recordings
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Advanced Tax Blueprint
(+ 2-hr Consult)
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199A Optimization
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15% Off Bookkeeping Packages
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10% Off All Other Services
VIP
$499*
monthly
Everything in the Professional Package, PLUS...
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VIP Concierge Suite:
- 1-Week Expedited Tax Return
- Appointments in 24 Hours
- Quarterly Business Check-Up
(Financial Statements & Tax Plan
Review/Recommendations)
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VIP Access to Attorneys
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Year-End Tax Planning Guide
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20% Off Bookkeeping Packages
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15% Off All Other Services
*Includes one personal and one business tax preparation. Some restrictions apply.
*Includes one personal and one business audit protection coverage. Some restrictions apply.
*60-minute meeting with one of our tax professionals to assist you with determining your taxes due/refund for the current year.
*30-minute meeting with one of our tax professionals to assist you with improving your record keeping.
*Tax Planning blueprint based upon your unique facts & circumstances to help you save money on taxes. 1-hour consult with one of our tax attorneys to assist you with implementation of suggested ideas on the blueprint.
*Tax Planning blueprint based upon your unique facts & circumstances to help you save money on taxes. Two hours of consult time with one of our tax attorneys to assist you with implementation of suggested ideas on the blueprint.
*One of our tax professionals will run your numbers to help you determine the best way to optimize this 20% deduction on your pass-through or sole proprietorship income to help you save the most on taxes.
*60-minute meeting with an attorney to review your entity's history and internal documents to ensure the entity is up to date and your asset protection is strong.
*Clients must have submitted accurate books and records to us.
*Some restrictions apply. Click HERE for more details.