SAM | PREP
for the cpa
SAM | PRO
for the professional
Subscription Plan Basic
Subscription Plan | Basic |
Monthly Subscription fee | $39/mo |
Annual Subscription fee (includes a 15% discount) | $399/annual |
Subscription discount | 5% |
Tax planning advisory | 30min |
Financial planning | 30min |
Estate planning advisory | 30min |
Business Coaching | n/a |
Technolgy Advisory | n/a |
Legal Services | n/a |
VIP Document Collection Service | n/a |
IRS/State notice protection | n/a |
Expedited call back services | Same day |
Expedited tax returns | 7 days |
Loyalty Credits | 1 for 10 |
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