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Resources 

PODCAST

KIDS CREDIT CARDS 

XERO

BOOKS

APP

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BECOME A MEMBER AND HAVE UNLIMITED ACCESS 

Individuals 

Monthly Rate $39 

Annual Paid in Full $449

Benefits

-Tax Planning and advice 

-Mid Year tax check up 

- Response to IRS/ State Inquiries 

- Copies of proir tax returns 

- Data submission / support 

- Parent or Child's tax return ( up to $300 value) 

VALUED AT OVER $1,300 

(3 month waiting period for benefits)

Business

Monthy Rate $129

Annual Paid in Full $1,449

Benefits 

- Registrations 

- Annual Report filing with State 

- Response to Inquiries 

- Creation of LLC* 

- S-Corporation Election *

- Accountable Plan 

- Statutory Agent 

- Amendments to filings 

- Parent or Child's return (up to $300) 

VALUED AT OVER $4,000

(3 month waiting period for benefits)

Complete Concierge

Monthly Rate $149

Annual Paid in Full $1,600

Benefits 

- Includes both Buisness and Individual services. This is the complete package for any business owner looking for any easy way to save. 

VALUED AT OVER $5,300

(3 month waiting period for benefits)

*All filing fees through a third party for any kind of outside entity, the entity is not covered in the initial price and will be billed separatly