Tax Client Memberships

Our clients are more important to us than they know.  We’ve developed Memberships to provide a better relationship with your tax pro.  Regular meetings and a direct point of contact for your tax needs.  See below for applicable discounts.

Individuals and Self-Employed

Business Memberships/Bundles 

Tax Planning

We have a few discount codes available to apply for certain situations.  We will review to ensure you have applied them correctly.  To apply a discount code, please enter it in the coupon box when you check out on our website.  Here are the discount codes that are available:

  • MULTIMEMBERSHIPS10: Use this code if you have multiple memberships with us, such as for your familymembers, businesses, or trusts. You will get 10% off on your tax preparation fee for each membership.
  • EXTENSION10: 10% off on your tax preparation fee when you file your returnafter April 18th and by October 15.  We work year round, and often recommend extensions the more complex your returns get.
  • MULTSUBEXTENSIONS20:20% off when you have multi-subscriptions and they will be extension.
  • NOTFORPROFIT25: You will get 25% off on your tax preparation fee.
  • ANNUAL PAY:(not a coupon) a 5% discount if you choose Annual Prepay for the membership.