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Memberships

Tax Audit Protection

Protect your tax return this year and for the next 2 years to come for just $249 with Tax Audit Protection.

 

Protection membership includes:

- Single 30 Minute Consultation

- Explain your options 

- Transcript pull

- Discounted prices on Tax Audit Defense and Resolution Services

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Protection membership excludes:

- IRS Call

- Representation Services

- Computations

- Document Preparation  

- Engagement Triggers

Accountant on Demand

Accountant on Demand is an affordable option for the DIY Small Business Owner w/o an Accountant. For just $299 a month, you can call your AOD to assist with your accounting and tax questions. Not all businesses are a good fit for the program. Please complete the application below.

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AOD Membership includes:

- Monthly 30-minute, one-on-one consultation

- Access to after-hours consultations

- Assist in setting monthly business goals

- 2 "quick questions" via email per month

- Discount on other services

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AOD Membership Excludes:

- Review/Preparation of books and records

- Calls to outside parties to include the IRS

- Shared Membership access

Tax Lookout Program

Are you someone who seems to always end up on the IRS's radar and can't get ahead of rat race? This service is for you! Stay ahead of the IRS by having your transcripts monitored and pulled monthly. You will know the instance the IRS does anything on your account, before you even receive the correspondence in the mail.

Tax Lookout includes:

- Monthly transcript pull

- Monitor for any new action taken on your IRS account

- Immediate notification of action taken on your IRS account

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Protection membership excludes:

- Representation Services

- IRS Calls

- Computations

- Document Preparation  

- Engagement Triggers

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