Executive
Our Executive Tax Membership is the ultimate solution for high-net-worth individuals, business owners, and professionals seeking comprehensive, elite-level tax and financial services. In addition to the robust services provided in the Professional Membership, the Executive Membership offers priority, highly personalized support, specialized tax strategies, business growth advice, and advanced financial planning. This level of membership is ideal for clients who demand the highest level of service, expert advice, and advanced solutions for both their personal and business financial needs. Here’s a detailed overview of what’s included:
Our Executive Tax Membership is the ultimate solution for high-net-worth individuals, business owners, and professionals seeking comprehensive, elite-level tax and financial services. In addition to the robust services provided in the Professional Membership, the Executive Membership offers priority, highly personalized support, specialized tax strategies, business growth advice, and advanced financial planning. This level of membership is ideal for clients who demand the highest level of service, expert advice, and advanced solutions for both their personal and business financial needs. Here’s a detailed overview of what’s included:
Our Executive Tax Membership is the ultimate solution for high-net-worth individuals, business owners, and professionals seeking comprehensive, elite-level tax and financial services. In addition to the robust services provided in the Professional Membership, the Executive Membership offers priority, highly personalized support, specialized tax strategies, business growth advice, and advanced financial planning. This level of membership is ideal for clients who demand the highest level of service, expert advice, and advanced solutions for both their personal and business financial needs. Here’s a detailed overview of what’s included:
1040 Tax Return Filing - see Tax Return Forms Defined
IRS Compliant & Secure E-Signatures
Basic Yearly Estimated Tax Calculation
Tax Professional Prepared
RC Guarantee Policy - see Disclaimer
Tax Deductions & Credit Optimization
W4 Job Withholding Adjustments
IRS/State Installment Request
Newsletters of Tax Updates
RC RAAP - Audit Assurance Policy - see Disclaimer
Exclusive Taxpayers’ Community
Live Professional Tax Return Sessions
Review of Last 2 Year Tax Returns
Dependents 1040 Tax Returns - Unlimited
Extension Filing - Safe Harbor
New Clients Setup Special Pricing
FBAR Foreign Bank Account Report
Pre-Marital & Post Marital Tax Analysis
Priority Services
LIVE Monthly Streaming Tax Law Updates, & More
One State LLC Filing Requirements
Business BOI Report
Business Tax Structure/Re-Structure Intro
Estimated Tax Projections
1099 Filing to Contractors - Up to 5
IRS Audit Assistance
Live Personal Q&A (see Terms of Service)
Up to 2 General Overview of Tax Strategies
Bookkeeping Basic Introduction
QuickBooks Support - Live Support
W2 Tax Deferred Analysis & Strategy
Why Choose the Executive Membership?
Comprehensive, Elite-Level Service: The Executive Membership provides personalized tax planning for individuals and businesses, delivering tax-saving strategies, financial growth advice, and tailored solutions for complex tax situations.
Priority, High-Touch Support: With priority access to tax experts, live Q&A sessions, and faster response times, you get the attention you deserve.
Advanced Business Tax Strategies: From LLC structuring to 1099 filings and business tax projections, this membership ensures your business stays compliant, efficient, and profitable.
Ongoing Education & Tax Law Updates: Stay up-to-date on the latest tax laws with LIVE monthly streaming updates and other educational resources to help you make informed financial decisions.
Full Financial & Tax Integration: From bookkeeping and QuickBooks support to W2 strategies and tax deferral planning, the Executive Membership covers all aspects of your financial life, both personally and professionally.
The Executive Membership is the ideal choice for clients with complex financial situations, including high-net-worth individuals, business owners, and those seeking exceptional tax strategies, advanced financial planning, and elite-level support. If you're ready to take your tax and financial planning to the next level, this membership is for you.