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Membership Signup (CMP)

Corporate/LLC Manager Plan

This plan is designed for the small business owner who is incorporated and manages a corporation, LLC or similar entity. The plan comes with access to your advisor via text, email and online video conferences.  In addition, if you require assistance with any of our systems, need QuickBooks support or even basic technical support, this plan includes access to our remote online support option.  (Note: A plan is required for the company as well, see our Business plans)

Service Discount Level: 10%
  • As a member of this plan, this individual will receive a 10% discount on all services performed for the tax year covered by the membership so long as the membership plan remains active at the time the service is invoiced.
Annual Tax Preparation Credit:  $250
  • As a member of this plan, the member will receive an $250 credit towards their individual federal income tax filing prepared for the tax year covered by the membership.  If the membership is no longer active at the time of invoice, or if the membership was only active for a part of the tax year, then the credit will be prorated based on the number of months the membership plan was active in the corresponding tax year. This credit does not expire if not used in the following year when the filings would be due.  Unused credits will be applied to the invoice for the preparation services of the covered tax year when the services are actually performed for the client.  This is a non-refundable credit and carries no cash value.
Plan Monthly Cost: $29.95