top of page

  • Money Moves That Matter Workshop Series

    100$
     
    Ready to transform your finances from the ground up? Grab the All-Access Pass and get full entry into all five weeks of the Money Moves That Matter Summer Workshop Series — at a discounted rate!
    Valid for one month
    • Money Moves That Matter Week 1
    • Money Moves That Matter Week 2
    • Money Moves That Matter Week 3
    • Money Moves That Matter Week 4
    • Money Moves That Matter Week 5

  • Primary Plan

    150$
    Every month
    +$150 Start up Fee
    The Primary Plan includes professional and accurate preparation and filing of your federal and state tax returns. Don't fret filing season and pay for your return prep over time.
    Valid for 3 months
    • Pay for your return preparation over time
    • Basic post-filing support

  • Plus Plan

    300$
    Every month
    +$300 Start up Fee
    The Plus Plan is built for clients who not only need accurate tax filing, but also support with past tax issues. We’ll help you file this year’s return and resolve what’s behind you.
    Valid for 3 months
    • Primary plan, plus tax resolution support
    • Best for clients with back taxes

  • Prime Plan

    250$
    Every month
    +$300 Start up Fee
    Proactive strategy meets precision filing. The Prime Plan combines two essential services—smart tax planning and accurate tax preparation. We help you make strategic decisions before filing time.
    Valid for 6 months
    • Proactive approach to taxes
    • Best for high-earners and self-employed

  • Premier Plan (Tax Trilogy)

    350$
    Every month
    +$500 Start up Fee
    Tax Service Trilogy Bundle is an all-in-one solution for comprehensive tax care. Designed for individuals who want peace of mind year-round, this bundle combines the three core pillars of tax success.
    Valid for 6 months
    • Save more with bundled pricing
    • Priority Support at every stage
    • Year-round tax guidance - not just at filing time
bottom of page