Professional

$320.00

Our Professional Tax Membership is the most comprehensive and exclusive service offering, designed for individuals, business owners, and high-net-worth clients seeking expert, personalized support for both their personal and business tax needs. In addition to all the services offered in the Plus Membership, the Professional Membership adds priority-level assistance, business tax strategies, and ongoing updates that keep you ahead of the curve.

Our Professional Tax Membership is the most comprehensive and exclusive service offering, designed for individuals, business owners, and high-net-worth clients seeking expert, personalized support for both their personal and business tax needs. In addition to all the services offered in the Plus Membership, the Professional Membership adds priority-level assistance, business tax strategies, and ongoing updates that keep you ahead of the curve.

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

Why Choose the Professional Membership?

  • Complete Tax Support for Individuals and Businesses: This membership combines all the personal tax services you need with a robust suite of business tax solutions for owners and entrepreneurs.

  • Priority Access & Personalized Service: Enjoy priority scheduling and faster response times, along with personalized, one-on-one support for your tax and financial matters.

  • Exclusive Live Updates & Expert Guidance: With live streaming updates, monthly webinars, and ongoing education, you’ll be kept informed and equipped to take advantage of every tax opportunity.

  • Business Compliance & Tax Strategy: Our business services, including LLC filings, BOI reports, and tax restructuring advice, ensure that your business remains compliant and optimized for tax efficiency.

  • Advanced Audit Protection & Tax Law Insights: With the RC RAAP (Audit Assurance Policy) and LIVE streaming tax law updates, you’re always prepared for whatever comes your way—whether it’s an audit or a major law change.

The Professional Membership is perfect for individuals with complex tax situations, entrepreneurs looking to optimize their business’s tax structure, and clients who need premium, year-round support and guidance. Whether you're a high-net-worth individual, a growing business, or someone seeking extensive support and personalized tax planning, the Professional Membership delivers everything you need.