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Membership Features

Unlock the full potential of your financial journey with our membership. It's not just about tax preparation; it's a lifelong commitment to your success. Discover the benefits and support that come with being a member, and experience how we can help you thrive financially. Join us today and take the first step towards a brighter financial future!

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Year-Round Tax & Bookkeping Support

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Personalized Tax Strategies

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Priority Access to Tax Professionals

Mother with her Baby

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Comprehensive Audit Support

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Exclusive Member-Only Resources

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Flexible Payment Option

Membership Plans & Pricing

CHOOSE YOUR MEMBERSHIP PACKAGE

"Membership Matters: Elevate Your Tax Experience!"

  • Best Value

    Basic Membership Package

    99$
    Every month
    +$99 (Retainer) or (PIF $1,099 yr)
    Individuals, freelancers, gig workers, and small side businesses with relatively straightforward tax needs.
    Valid for 12 months
    • Basic Bookkeeping: Monthly transaction categorization
    • Quarterly financial reports
    • Access to monthly Q&A webinars and tax workshop
    • Limited email support and AI chatbot for quick questions.
    • Entry Level gamification rewards and points system.

  • Advanced Membership Package

    249$
    Every month
    +$650 (Retainer) or (PIF $2,699 yr)
    Small businesses, sole proprietors, and individual with multiple income streams.
    Valid for 12 months
    • All Basic features plus:
    • Advanced Bookkeeping: Monthly financial reports
    • Expense tracking, and reconciliation services
    • Access to advanced tax content and quarterly stategies
    • Enhanced gamification with premium rewards.

  • Elite Membership

    599$
    Every month
    +$850 (Retainer) or (PIF $6,599 yr)
    Ideal for Hight-income earners, individuals with multiple income streams (stock options, complex investments, crypto
    Valid for 12 months
    • All Pro features plus:
    • Comprehensive Bookkeeping
    • Monthly income and expense tracking, payroll integration
    • Year End financial statements
    • Quarterly 1-on-1 online tax and financial strategy consult.
    • Full audit support and representation
    • VIP support and dedicated account manager
    • Customized tax-savings reports, financial health assessments
    • Personalized Insights
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