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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