Membership Package

Platinum

Reserved treatment for those paying more in taxes

^$ 15000 _Year

Comprehensive Client Portal Access
Personalized Tax Expert Support
Year-Round Tax Consultation
Quarterly Tax Filings
Individual Tax Preparation
Business Tax Filing Services
Custom Tax Optimization Strategies
Full-Service Bookkeeping Solutions
Specialized Advanced Tax Planning
Wealth-Building Investment Strategies

Gold

Pays for itself—average tax savings of $35,000

^$ 10000 _Year

Easy Client Portal Access
Dedicated Tax Professional Assistance
Continuous Tax Advice Throughout the Year
Quarterly Tax Filing Service
Personal Tax Preparation Support
Business Tax Filing Assistance
Professional Bookkeeping Service
S-Corp Payroll Configuration
Tailored Tax Planning Strategies

Silver

Making less than $100,000

^$ 5000 _year

Convenient Client Portal Access
Dedicated Tax Specialist Support
Consistent Tax Guidance All Year
Quarterly Tax Compliance Assistance
Personal Tax Preparation
Business Tax Filing Support
Basic Bookkeeping Service
Audit Defense and Protection