Premium Plan (Monthly)
$100.00 / Month
50 Spots Available
- All Standard Plan services included
- Dedicated account manager
- Priority phone support
- Priority email support
- Monthly income review
- Monthly estimated tax review
- Payroll for up to 5 employees (additional fees may apply)
- This Plan Includes:
- All Standard Plan services included
- Priority phone (by appointment) and email support
- One monthly advisory session to include tax planning and strategy
- Payroll processing (additional fees may apply)
- Dedicated account manager
