Tax Season Bundle
Limited Spots Available
Tax Season is Here—Don’t Wait Until the Deadline!
- Comprehensive Review – A thorough analysis of your business and personal financial situation.
- 90-Minute Strategy Session– A deep dive into your business to identify opportunities and strategies.
- Tax Savings Plan – A customized list of tax reduction strategies designed to save you at least the cost of this package.
- Professional Tax Return Preparation – Choose the package that fits your needs:
Individual Tax Return (1040)
Includes either a small business (Schedule C) or at least 5 rental properties (Schedule E). Starting at $3,375.
Individual Tax Return (1040) + Business Return
Includes either an S Corporation (1120S) or a Partnership (1065) return. Starting at $4,850.
Not Convinced Yet? Here’s a Little Bonus!
- Priority Access – Skip the wait and move to the front of our Priority Waitlist for annual tax services.
- 2024 Tax Estimate– Get a detailed projection of what you’ll owe in taxes for 2024. This alone costs around $750.
- Tax Return Review – We’ll analyze your past two years’ returns to uncover any missed opportunities and potential savings. Normally, this costs about $1,800.
- Extended Follow-Up Sessions – Receive additional expert guidance to ensure you stay on track throughout the year. This would typically cost around $1,200.
This limited-time offer is available only while spots are open—don’t miss your chance to get expert support and exclusive bonuses!
Our Guarantee
- Refundable Application Fee
- If you decide not to move forward after our first call, you’ll receive a refund.
- If you choose to continue, the fee will be applied to your program cost.
- 110% Money-Back Guarantee
If we can’t identify enough tax savings to cover the cost of your program:
- You may request a full refund within three days of your strategy session—no questions asked.
- Plus, we’ll refund 110% of your purchase price.
- No refunds will be available once we begin preparing your tax return.
Concerns and Solutions Through Real Client Experiences
Taxes are complicated, and I don’t understand them.
Solution: Using our 4-step streamlined process, we will quickly help you understand your current situation, so you don’t feel the stress, anxiety, and fear of the unknown.
I don’t want to answer a bunch of questions.
Solution: We use a smart organizer to narrow down the number of questions to only those that affect you. You no longer have to fill out a 10-page organizer by hand every year. Also, in your 2nd year with us, many of your answers from the 1st year will automatically be added to the organizer, making it even easier.
It is a lot of work to get everything together.
Solution: While we can’t personally visit you and help you find your tax documents, we use technology to make collecting your tax documents as painless as possible. Our smart organizer narrows down the requirements to only those that affect you. Additionally, we are just a message away from getting help. Also, as a virtual firm, you can do everything from your house on your time schedule.
I don’t have time to meet with you.
Solution: Being a fully virtual firm, you won’t waste time traveling to our office to drop off documents or sign your tax return. You can do everything from your home on your own schedule.
I don’t understand taxes.
Solution: You don’t have to be a tax expert. You have us to provide you with the guidance you need to make an impact on your tax situation. We believe in our core value of “Every Day, a Bit Better,” so education is very important to us. While working with us, we will share insights that will help you be more capable of recognizing tax-saving opportunities.
I don’t want to follow your process.
Solution: We understand that everyone has their own way of doing things and that some people don’t need or want a lot of structure in their lives. We respect that. However, our purpose is to help our clients live a life of meaning. To do that, we have processes and systems designed to help them reach that goal. We ask that you respect our process as well. If you find this structure difficult, we may not be the best long-term fit for you.
There is nothing that you can do to reduce my taxes.
Solution: There is a possibility that you’ve already completely optimized your tax situation, and we won’t find any ways to improve it. I’ve yet to see that to be the case, but if it is, then if you don’t want to continue working with us, you can request a refund and earn 10% on your purchase price. That is better than leaving it in the bank.
See How We’ve Helped Others! Read more:
Frequently Asked Questions
- You will receive a tax estimate within 2 business days after we receive all your tax documents;
- You will receive your list of tax reduction strategies with 2 business days after your strategy session;
- Submit your tax documents
- Meet with a team member to review your documents
- Review your tax liability estimate
- Sign your tax return
- Unfortunately, our deadlines for submissions and completion can’t change. The increased fees are to cover the overtime that will result in our completing your tax return in accordance with our preparation schedule.
- Other than the reason mentioned earlier in FAQ #3, the primary reason for any increase will be the complexity of the tax return. Here are some items that add complexity to a tax return.
- Multiple Schedule C businesses
- Additional rental real estate properties over the minimum 5 properties
- Excessive stock or securities sales
- A large number of depreciable assets
- More than one S corporation, C corporation, or partnership tax return
- The cost increases for these services will not be included in the warranty calculations.
- Requirements to include foreign income, foreign business operations, or foreign investments.
- Requirements to include regulatory forms such as Form 3115 (Change in Accounting Methods), Form 8886 (Reportable Transaction Disclosure Statement), etc.
- Inclusion of a Cost Segregation Study.
- Assistance with cleaning up the financial records that are needed to have an accurate tax return.
Take the Guesswork Out of Tax Season—Start Your Path to Profit Today
Tax season doesn’t have to be stressful. With the right strategy, you can eliminate uncertainty, maximize your savings, and confidently take control of your tax liability.
Spots are limited, and prices increase soon—secure your place today and get the clarity you deserve.
