(A) Our VIP SILVER members will receive the following privileges:

$50 discount on any tax or financial consulting services FOUR Phone Consultations (20 minutes each or a total of 80 minutes) during the tax year One in-office consultation scheduled through our appointment desk. FREE W-4 review to be sure your withholding is correct. FREE Amended Individual Tax Return - (1) 1040X Audit Defense in the event you are subject to an audit.  You will have the Peace of Mind of knowing that an IRS Enrolled Agent or CPA will provide Power of Attorney Representation with NO retainer fee (additional fees will apply for face to face conferences with IRS – Discounted rate TBD at time of service). FREE Responses to IRS Letters - Answer all IRS notices and correspondence you receive for tax year  Answer FTB notices and correspondence including Head of Household Audit Letters for FREE FREE Notary Services: Ten notarizations /year for FREE. FREE Copies of current tax return - Two additional copies of tax year tax return for FREE.       Plan-(A) Member Fee $19.95/month Pay NOW $200 One Time (Savings of $39.90)

(B) Our VIP GOLD membership for Financial Planning Candidates includes SILVER Plus:

Meet with a financial planner for a comprehensive financial evaluation and plan. FREE implementation of College Plans / Retirement Plans / Insurance Plans / Estate Plans / Debt Elimination FREE Quarterly TAX and FINANCIAL NEWSLETTER Plan-(B) Member Fee $29.95/month Pay NOW $300 One Time (Savings of $59.90)

(C) Our VIP PLATINUM membership for Small Business Owners includes GOLD Plus:

FOUR in-office consultation scheduled through our appointment desk and TWELVE Phone consultations Installation and training on FREE QUICKBOOKS Software Simple Start 2007. FREE Small Business coaching via teleconferences Plan-(C) Member Fee $49.95/month Pay NOW $500 One Time (Savings of $99.90)

If you choose not to participate in any program, our billable rates for non-members are as follows:

1. All tax planning and financial consulting appointments – start from $250.
2. Phone and in-office consultations - $75 an hour
3. W-4 review $75.00.
4. 1040X – Amended Tax Return - $80
5. Audit rates start at $600 (minimum) and $125 per billable hour
6. IRS notices and correspondence - $69 to $89 per correspondence
7. FTB notices and Head of Household audit letters - $75 per correspondence.
8. Notary services - $10 per signature
9. Additional copies of tax returns - $20 for faxed copies.
10. Financial Planning Evaluation $500
11. QuickBooks consulting $750

Membership fee starts at $19.95/mo payable every 30 days after subscribing.  The W-4 Review, in-office and phone consultations are for the year during which the fee is paid.  The audit representation and letters answered for the taxes prepared by TAX DRx. The total savings for these programs are at least $2,500.00 which is over 500% return on your investment.

I Select Plan-A [  ] SILVER $19.95;     Plan-B [  ] GOLD $29.95;     Plan-C [  ] PLATINUM $49.95

If you prefer paying for this membership program through ACH using your checking account please contact our office @ 877-908-1040