Annual Membership
Comprehensive, year-round support to keep your business finances in perfect order.
Looking for your go-to Tax Expert?
If you’re seeking reliable, ongoing support for your business finances, I offer two tailored annual packages designed to meet your needs. Whether you require comprehensive tax planning, regular financial reviews, or continuous guidance throughout the year, my packages provide the peace of mind that comes with having a dedicated tax expert by your side. All-in-one flat rate pricing with perks. Let me help you navigate the complexities of taxes and business finances, so you can focus on what you do best—running your business.
Simple Pricing
Individual & SMLLC/Sole Proprietor Tax Membership
- Individual Income Tax Preparation, Federal & State*
- Unlimited access via email, text, and WhatsApp
- Year-End Tax Planning Web Conference
- Quarterly Estimated Tax updates (as needed)
- IRS/State Notice & Audit Support
- Member discounted pricing on any other services (15% off)
$95/MO
Partnership & Corporation Tax Membership
- Includes everything in the Individual Tax Membership and ...
- Business Tax Return Perparation, Federal & State*
- Online Bookkeeping Setup & Training ($275 value)
- One flexible service hour per Quarter (perfect for Bookkeeping cleanup or Tax Law research)
- No added charge for Pass Through Entity (PTET) Elections & Filings
$175/MO
The annual memberships do not include Power of Attorney, which can be added and tailored to client needs for a white glove service experience.
*This includes most preparations in full, but there may be added charges for additional states and certain forms, primarily where non-resident or foreign income/members are involved.