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Membership Plans

Our membership plans were established for our clients who desire to spread the expected annual cost of our services into budget-able monthly payments.  In return we offer them a loyalty service discount for most services we perform for them.

For Individuals, Sole-Proprietors, and the Shareholder Owners of our Business Plan Members:

Individual Membership Plans  Standard  Small Business  Corporate/LLC Manager  Military, Law Enforcement & First Responders
 Monthly Plan Cost:  $9.95  $19.95  $29.95  $8.95
 Direct Access to Advisor:        
 - Email & Text
 X  X  X  X
 - Video Conferencing
   X  X  
 - Remote Tech Support
   X  X  
 Related Tax Plan Mgmt w/Business:   X 
 Loyalty Service Discount:  5%  8%  10%  10%
 Annual Tax Preparation Credit:      $80  $150  $250  $100
 For Detailed Plan Information: (Details) (Details) (Details) (Details)
   Purchase  Purchase  Purchase  Purchase


For Businesses that are Incorporated, Chartered or otherwise Organized:

 Business Membership Plans  Standard
 Enhanced  Premium  Comprehensive Payroll Add-On
 Monthly Plan Cost:  $29.95  $39.95  $59.95  $79.95  See Payroll Rates
 - Each Active Employee
 n/a n/a n/a n/a $2/mth 
 Direct Access to Advisor:          
 - Email & Text
 X  X  X  X  X
 - Video Conferencing
 X  X  X  X  X
 - Remote Tech Support
   X  X  X  X
 Accounting Service Support:          
 - QuickBooks Online
 X  X  X  X  X
 - Wave Accounting (Online)
 X  X  X  X  
 - Xero Accounting (Online)
 X  X  X  X  
 - Others (Client-side Desktop)
     X  X  
 Prepaid Service Hours:   0  0  3  6  
 Loyalty Service Discount:  10%  10%  15%  20% 5%
 Annual Tax Preparation Credit:  $200  $300  $350  $350  n/a
 For Detailed Plan Information: (Details) (Details) (Details) (Details) (Details)
   Purchase  Purchase  Purchase  Purchase Add