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Program Options

Choose the option that is right for you.

Level 1 -- Tax Preparedness

** We will help you gather all the necessary documents to make tax reporting smoother and receive your tax refund faster! **

Benefits include:

Document checklist and reminder phone calls to assist in preparing your simple or complex situation, including a Schedule C, so you have the most complete individual or business tax return possible.
You will be added to our Monthly Digital Magazine list.
Monthly Fee of $199.00

Level 2 -- Tax Planning

** We will introduce you to new strategies and concepts, such as the Rule of 72 and Inverse Rule of 72, a complete understanding of utilizing compound interest, and how to apply them to your specific tax situation. **

Benefits include:

Same as Level ONE, PLUS reminders throughout the year of changes that may affect/ apply to your personal/ business situation.

Added to our Bi-Monthly Digital Local Area Events list.
Invitations to our Monthly Seminars AND a BOGO ticket for a friend or guest.
Monthly Fee of $489.00

Level 3 -- Tax Advisory

** This option includes a face-to-face and holistic financial overview that covers various in-depth factors of your tax situation. We will demonstrate advanced techniques that are appropriate for you to maximize your financial goals and assist in implementing the techniques. **

Benefits include:

Same as LEVEL ONE & TWO, PLUS the opportunity to have 2, 45-minute strategy sessions with our Tax Advisory Team to optimize your plan of action.

Added to our Quarterly Print Magazine list.
ALL-ACCESS PASS to Monthly Seminars and other INVITATION-ONLY Events.
Monthly Fee of $779.00

Program Options

Tax Preparedness
Tax Planning
Tax Advisory