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Advisory Services Subscription

All Base Packages Include: *
  • One (1) federal income tax return
  • One (1) state income tax return

*Modified base packages may exclude the state income tax return - and/or - may include other items
Other Services Available:
  • Income Tax Projections
  • Coaching Calls/Meetings
  • Unlimited Email Support
  • Unlimited Telephone Support
  • Payroll Service
  • Bookkeeping Service
  • 1099/W-2 Preparation & E-File
  • Safe Harbor Financial Statements
Any combination of additional services, listed above, may be added to the base package for an additional fee.
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