Premium Package

$250.00 + difficulty

• Advisor visits you to a proposed meeting point.

• Advisor's follow ups in your tax reports.

• Customer additions and changes at no extra cost. 

• Unlimited Advisor and AI tax reviews.

• Tax report finished in 24 hours. 

• Referral to CPA at 10% discount. 

• Includes W-2s, Schedules A, B, C, SE, 1099s, Itemized Deductions, and others.

• For more information, please click-in here.

Essential Package

$150.00 + difficulty

• Advisor meeting through Teams or Zoom application.

• Advisor reports & follow ups for 24 hours. 

• Tax report finalized in 48 hours.

• Includes W-2s, 1099s, standard deductions and State Return.

• For more information, please click-in here.

Referral Package

Schedule cost + bring 2 friends

• Advisor meeting through Teams or Zoom application.

• Tax report finalized after recommended friends have scheduled appointment. 

• For more information, please click-in here.