• 10, 30 minute consults per year with your designated CPA.
  • 15 financial document examinations
  • 10 collections letters that are drafted and sent by your CPA.
  • Budgeting, forecasting, and bookkeeping are provided for the first 8 hours at $50/hour, and then are charged at a 25% discount rate from the CPA’s standard rate.
  • 5 hours of IRS audit support are included. Additional hours of IRS audit support are billed at $50/hour. 1st year members are allowed 10 hours of IRS audit support at $50/hour. 2nd year members are allowed 15 hours, 3rd year members are allowed 20, and so on…
  • Tax planning is included with consultations.
  • Tax prep is done at $50/hour for the first 5 hours and then billed at the CPA’s standard rate. Please note that tax preparation is when the CPA is physically inputting data into forms with the intention to file them with the IRS. This process takes minimal time as long as proper tax planning has been performed.
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Terms: 1 Week for free then $1,825 / Year
 

Medium-Sized Business Plus Annual – Initial Payment

1 Week for free then $1,825 / Year

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