Skip to main content
Personal Success Package
- Base Membership Price: starts at $100 per month
- Individual tax return preparation with or without side hustle (Sch C, E, F)
- Two 1-hour strategy meetings per year (besides tax return meeting) to go over tax strategy, college or financial planning, retirement, QuickBooks training, business development, or anything else. The time is yours!
- Automatic extension filing at due dates as needed
- Free dependent children tax preparation
- Notary service (locals only)
Business Success Package
- Base Membership Price: starts at $200 per month
- Includes everything in the Personal Success Package
- One separate business tax return
- Quarterly 1-hour strategy meetings instead of only two per year
Business Success "Let's Build the Empire" Package
- Price depends on services needed (amount of tax returns, payroll help, bookkeeping help, etc.). Talk to me, and we will work something out.
- Includes everything in the Personal Success Package
- Multiple business tax returns
- Monthly or quarterly 1-hour strategy meetings (depends on client needs)
