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PLANS & PRICING

Choose Your Pricing Plan

Find one that works for you

  • Personal Finance Rev

    300$
     
    Basic Personal Consultancy
    Valid for one month
    • Personal Finance Review of current and future standing
  • Micro Biz Membership

    500$
    Every month
    Comprehensive Business and Personal Financial Planning
    Valid for 3 months+ 7 day free trial
    • Review your busines financials
    • Reveiw your personal financials
    • Create a plan on how it all works together
  • PKG A: Screen Share

    0$
     
    Consultation Tax Preparation - Screen Share
    Valid for 7 days
    • Upto 2 hours with your private registered tax professional
    • Review the current tax return you are working on
    • Price for service is offered after review of your situation
  • PKG B: Self Emp.

    0$
     
    Free initial Consult. Working & need to pay your own taxes.
    Valid for 7 days
    • Previous tax year review
    • Current tax year review and advise
    • Federal, State and Local
    • Free initial consultation of your current situation
  • PKG C: Corps-Inc/LLC

    0$
     
    Filing Corporate 1120 Tax Returns. No Pass thru like S-Corp.
    Valid for 7 days
    • Review of total assets
    • Review total income
    • Review Gross receipts
    • Reveiw Cost of Goods Sold (COGS)
    • Review Dividends earned
    • Review Royalties earned
    • Reveiw Capital Gains
    • Reveiw Tax Deductions
    • Review Business Tax Credits
    • Free initial consultation of your current situation
  • PKG D: S-Corp

    0$
     
    Pass-thru business that tricle profits and losses to owners
    Valid for 7 days
    • Review elected S-Corp status federal and state
    • Review Profit/Loss statement
    • Review Balance Sheet
    • Review accounting method
    • Review Independent Contractor payments
    • Review last filed Income Tax Return
    • File Federal, State, and Local Income Tax Returns
    • Free initial consultation of your current situation
  • PKG E: Not 4 Profit

    0$
     
    IRS Tax designation: 501 series - c3, c4, c5, c6, 527
    Valid for 7 days
    • Charity Org, / Political Org. / Chamber's of Commerce
    • Review of 1023 previously submited
    • Review of Bylaws
    • Review of Organization / Incorporation Documents
    • Reveiw of current Board of Directors
    • Review of Revenues and Donations
    • Review of Expenses
    • Review of Board Minutes
    • Complete Federal 990 NFP Income Tax Returns
    • Complete State and Local NFP Income Tax Returns
    • Free initial consultation of your current situation
  • PKG F: NFP Creation

    0$
     
    Create a Not For Profit = Form 1023
    Valid for 7 days
    • Form 1023 application submission
    • Bylaws
    • Form 2848 Power of Attorney
    • Form 8821 Tax Info Authorization
    • Articles of Organization, amendments if any
    • Schedule B nondiscrimation if needed
    • Form 5768 Election to influence legislation (if filing)
    • Any Explanations
    • Financial Data
    • Printed Materials
    • Publications
    • Free initial consultation of your current situation
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