Business Alliance Membership Benefits and Pricing

Provide your customers with additional resources and access to special package pricing when you participate as a member. A great way to set yourself apart from your competitors and help your customers grow their businesses successfully!

Premium Package

  • New Client Fee – Contact us for a custom quote
    • Comprehensive S/U tax review of previous 4 years
  • Monthly Fee
    • Unlimited access to scheduled webinars and seminars
    • 1 personalized seminar per year just for your organization
    • Up to 4 hours advising per month
    • Audit defense (for periods under contract)
    • Monthly internal newsletter
    • Monthly articles for you to distribute to your clients
    • 20% discount

Value Package

  • New Client Fee – Contact us for a custom quote
    • Initial consultation and assessment
  • Monthly Fee
    • Up to 3 hours advising
    • Unlimited access to scheduled webinars
    • Monthly internal newsletter
    • Monthly articles for you to distribute to your clients
    • Up to 8 hours per year for audit defense
    • 20% discount

Group Rate Package (Minimum of 5 clients per group/Maximum of 10)

  • New Client Fee – Contact us for a custom quote
    • Initial consultation
  • Monthly Fee
    • 4 hour group session per month
    • Unlimited access to scheduled webinars
    • Monthly internal newsletter
    • 20% discount

Request a Quote for Business Membership packages

If your tax professional, association, or vendor is not listed, request that they become a participating network or alliance member today.