HOW IT WORKS
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Select your plan.
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Complete the questionnaire.
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Check your email for Welcome email.
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Boom, done.
Bronze Plan
$129/mo
Includes:
- 2 W2’s
- 1 brokerage statement
- Business income and expenses plus any applicable 1099’s
- 1 State
- Access to private podcast
- Access to live monthly group chats
- Access to library of previous educational group chats
- Quarterly tax calculations
Gold Plan
$149/mo
Includes:
- 2 W2’s
- 2 brokerage statements
- Business income and expenses plus any applicable 1099’s
- 1 State
- Access to private podcast
- Access to live monthly group chats
- Access to library of previous educational group chats
- Quarterly tax calculations
- You own your own home
- 1 rental property
Platinum Plan
$199/mo
Includes:
- 2 W2’s
- 3+ brokerage accounts
- Business income and expenses plus any applicable 1099’s
- 2 state filings
- Access to private podcast
- Access to live monthly group chats
- Access to library of previous educational group chats
- Quarterly tax calculations
- You own your own home
- 2+ rental properties
- Taxpayer and Spouse both own their own Sch C Businesses
