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Packages

VIP Package

01

When is the VIP Option a Good Fit?

If you answer "Yes" to ANY of the following situations, the VIP Option may be a good fit for you:
 

~You are currently self-employed

~You want to start or partner in a business soon

~You own (or are a partner in) multiple real estate holdings

~You value expert advice to help with tax management and planning is key to your business

~You want a partner to help you reach your goals faster

02

How It Works

~We allocate dedicated resources to provide strategic planning. Your "reporting" to the IRS and State (if applicable) becomes automated.
 

~We meet regularly with quarterly reviews of your business or financial position, to ensure you are paying the absolute least amount of tax possible.
 

~We create an action plan to increase your personal and/pr business cash flow so you can rest easy knowing your cash is optimized.
 

~We help you intelligently grow your personal and/or business balance sheet so you are as prepared for the future as you can be.
 

~We provide monthly accounting reconciliation for you to keep track of your cash flow as well as making informed decisions that impact your business. 

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~If necessary, we will provide

           ~sales tax reporting

              ~payroll preparation and payroll tax reporting,

           ~estimate taxes filings for your business.  

           ~any additional federal and state reporting as needed

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03

Pricing

Our pricing is simple and designed to align with your needs

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VIP Option Pricing*

Businesses: $3,500+

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