Gold Package

We are launching a new MultiState membership program in 2022.  You will be asked if you wish to enroll or simply opt-out. It has been our pleasure to make the team experience as easy as possible. This new membership will include but is not be limited to…

• Estimating Tax Consulting
• Profit & Loss Statements
• Real Estate Transactional Forms
• Divorce / Alimony
• Written Letters to Mtg Co./Attorneys
• And Overall Phone Time

• Letter Audit
• Copies
• Withholding / Conversions
• Help with W4’s
• Letter Answering (Fed – State – Local)

With the Changing Times…

With the changing times, our calls have doubled, if not tripled with concerns from the pandemic, taxation and difficulty with reaching state and federal agencies. Option 1 is to enroll at an affordable rate of $9.99/month. You will not be charged any additional fees for the year. Option 2 is to decline and opt out. If this option is chosen, expect to be billed for additional items.

You will be able to discuss the MultiState membership Gold Package with either your tax preparer or the receptionists when you are here. This will not include your yearly tax preparation fee.