Don't Pay A Penny More Than You Owe.
Empowerment Tax Packages

Proactive

$299*

monthly

  • Tax Preparation

  • Audit Protection

  • Unlimited CPA & Accounting Support (via Email)

  • 60-Minute Tax Estimate Meeting

  • Basic Tax Blueprint

(+1-hr Consult)

  • Secure Online Portal

  • Virtual Appointments

  • Electronic Filing

  • Electronic Document Delivery

  • e-Signature

  • Online Scheduling

Professional

$374*

monthly

Everything in the Proactive Package, PLUS...

  • Unlimited CPA & Accounting Support (via Email & Phone)

  • 30-Minute Compliance Session

  • 60-Minute Entity Review

  • Exclusive Access to Webinar Recordings

  • Advanced Tax Blueprint

(+ 2-hr Consult)

  • 199A Optimization

  • 15% Off Bookkeeping Packages

  • 10% Off All Other Services

VIP

$499*

monthly

Everything in the Professional Package, PLUS...

  • VIP Concierge Suite:

- 1-Week Expedited Tax Return

- Appointments in 24 Hours

- Quarterly Business Check-Up

  (Financial Statements & Tax Plan       

  Review/Recommendations)

  • VIP Access to Attorneys

  • Year-End Tax Planning Guide

  • 20% Off Bookkeeping Packages

  • 15% Off All Other Services

*Includes one personal and one business tax preparation. Some restrictions apply.

Most Popular

*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.

Contact us for a complimentary Tax Preparation consultation...

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