- 15, 30 minute consults per year that can be used for a variety of accounting topics, including tax planning, Quickbooks questions, cost mitigation strategies, and more. 20 financial document examinations.
- 15 collections letters that are drafted and sent by your CPA.
- Budgeting, forecasting, and bookkeeping are provided for the first 12 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 15 hours of IRS audit support at $50/hour. 2nd year members are allowed 20 hours, 3rd year members are allowed 25, and so on…
- Tax prep is done at $50/hour for the first 8 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. We highly encourage you to utilize some consults for solely for tax planning.