Advisory Services Subscription

Do you have tax and financial questions and are not sure where to find answers that you can trust?

We have seperated the advisory portion of the practice, for our non-revolving monthly retainer clients, from the accounting, bookkeeping, tax preparation and tax resolutioin services.  We are now offering four level of Advisory Plans (see table below).

Advisory Services: Subscriptions Plans 

Each subscription service is offered on an annual, auto-renewable basis.  The annual contract automatically renews each year, unless canceled in writing. You can cancel at any time, and only be responsible for the remaining balance until the end of your year, when the contract is set to expire.

Usually, to speak to a CPA (especially during tax season) you can wait for days to receive an answer. Even then, you pay hundreds of dollars when you finally do get an appointment. For less than 50¢ a day, you will have access to a CPA and receive specific advice regarding your questions, all year long.

Sign up today and receive a 2019 list of Non-Cash Donation Valuations. This non-cash donation list shows you how much the IRS will allow for items you usually donate (which is a lot higher than you usually take) to charity. The typical family claims around $500 for non- cash items, while they normally donate around $3,000 worth of goods. That $2,500 increase in deductions can save you as much as $1,100 in taxes each year. Finally, when you start to see the benefits of the service plan you might decide to have me prepare your tax returns again. When you do, I will credit your first year’s tax return preparation fee by the amount of your annual subscription cost. To sign up for the program, simply complete the attached credit/debit card authorization form, or you can call us with the information, and let us know which service plan you are interested in (individual or business). We will process your payments on the last business day of each month.

What are you waiting for?  Sign up today!

To see a list of services offered please download our Services form.

To fill out the authorization form and enroll in this program please download our Credit Card Authorization Form and email it to Robert@azmoneyguy.com or mail to the address located on the top of the form.