
ouR roi gUARANTEE
If we can’t find at least 3x your investment in tax savings, you’ll get 100% of your money back. We only win when you do. Most CPAs charge a flat fee just to complete a task—regardless of whether it actually saves you money. We do things differently.
At The Wealthy Couple CPA, we believe in ROI-based pricing. That means if we can’t identify at least 3x your investment in legitimate tax savings, you’ll receive a 100% refund—no questions asked. We put our money where our mouth is! We want to put more money back in your pocket and if we can’t deliver, we don’t believe it’s right to charge you.
tax planning pricing
TAX plan only
Initial Tax Plan Only
$
6,500
-
Customized Tax Strategy Plan
-
Initial Tax Strategy Meeting
-
Client Portal Access
-
Analysis of prior 3 years' tax returns
-
Individual Tax Return Preparation and Filing
-
Quarterly Strategy Implementation Meeting
-
Semi Annual Tax Projection Report
-
Quarterly Estimated Taxes Assistance
-
Unlimited Tax Expert CPA Email Support
TAX plan + implementation
Initial Tax Plan
$
6,500
+ $850 /Month
+ $850 /Month
-
Customized Tax Strategy Plan
-
Initial Tax Strategy Meeting
-
Client Portal Access
-
Analysis of prior 3 years' tax returns
-
Individual Tax Return Preparation and Filing
-
Quarterly Strategy Implementation Meeting
-
Semi Annual Tax Projection Report
-
Quarterly Estimated Taxes Assistance
-
Unlimited Tax Expert CPA Email Support