Use of our personal concierge services |
5 hrs per month |
Document Services |
Up to 50 source documents |
Government notice protection |
Free |
Expedited services: call back from CPA |
Within 30 minutes |
Expedited tax preparation |
Within 3 days |
Entity Formation Documents |
Free |
Annual tax planning |
2hrs |
Annual financial planning |
2hrs |
Annual estate planning |
2hrs |
Annual business planning |
2hrs |
Member discount |
8% |
Document delivery service |
Free |
Loyalty Credits |
1 for 10 |
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