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Subscription Plan Basic Premium VIP
Monthly Subscription Fee $39/mo $59/mo $99/mo
Annual Subscription Fee (includes a 15% discount) $399/annual $599/annual $999/annual
Subscription Discount
5%
10%
15%
Tax Planning Advisory 30min 30min 1hr
Financial Planning 30min 30min 1hr
Estate Planning Advisory 30min 30min 1hr
Business Coaching
n/a
30min
1hr
Technology Advisory n/a 30min 1hr
Legal Services
n/a n/a 1hr
IRS/State Notice Protection
n/a
n/a
Free
Expedited Call Back Services
Same day
Within 3 hrs
Within 1 hr
Expedited Tax Returns
7 days
5 days
3 days
Loyalty Credits
1 for 10
1 for 10
1 for 10
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