Standard Plan (Yearly)
$825.00 / Year
100 Spots Available
- All Basic Plan services included
- Live chat support (coming soon)
- One monthly strategy session
- Quarterly income review
- Quarterly estimated tax calculations
- This Plan Includes:
- All Basic Plan services included
- Basic phone support by appointment
- Client portal
- Monthly review of one set of financial statements provided by customer
- Quarterly session with an accounting and tax professional
