Subscribing to our Personal Memberships for Tax and Advisory Services will give you the power to take control of your future. With the help of our advisors you will be able to discover your goals and create an actionable plan to achieve them!
Choose Between Our Basic, Premium, & Premium Plus Plans
Individual Tax Subscription - Basic
Our Basic Subscription package for individuals is perfect for those who want some guidance throughout the year, but aren't ready to dive into a more extensive financial plan. This subscription will give you access to our advisors for basic financial planning, and give you peace of mind when it comes to your tax liability.
$290.00 USD every month +
$500.00 USD setup fee
Individual Tax Subscription - Premium
Our Premium Subscription is our best value package. The services included would cost up to $7,200 if purchased individually. Subscribing to this service will allow us to become your Most Trusted Advisor and help you achieve all of your personal tax and financial goals.