Individuals and families.
Wealth Builder Program
To join please select the package that right for you by clicking on the Services
header or clicking on the Price:
Wealth Builder Program packages
|
Services
|
Silver
|
Gold
|
Platinum
|
|
Monthly email newsletter
|
X
|
X
|
X
|
|
Financial plan
|
X
|
X
|
X
|
|
Monthly financial services telephone conference
|
X
|
X
|
X
|
|
Income Tax preparation: Basic1
|
X
|
X
|
X
|
|
Income Tax preparation: Advanced2
|
|
X
|
X
|
|
Income Tax Planning3
|
|
X
|
X
|
|
Income Tax preparation: Executive4
|
|
|
X
|
|
Estate planning strategies
|
|
|
X
|
|
IRS representation5
|
|
|
X
|
|
Telephone consultation
|
|
|
X
|
|
Monthly fees
|
$39.95
|
$59.95
|
$99.95
|
Explanations
|
1
|
Tax schedules - 1040 (A,B); 2441 (E,I,C); R; 8863
|
|
2
|
Tax schedules - single C; single D; single E; 3903; 4562; 4684; 4952; 4797; 6251;
6252
|
|
3
|
Annual projection of Tax liability. Tax reduction strategies.
|
|
4
|
Tax schedule - multiple C; multiple D; multiple E; F; 2106, Schedule G; Schedules
P; Schedule D; all other schedules.
|
|
5
|
Telphone and correspondence resolution - in-person representation based on our professional
hourly rates.
|