TaxPulse membership
Get ready for tax season with ease!
Year-round tax support from our Dallas experts, in one simple monthly plan.
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Why choose our membership?
Real-time alerts and updates
Real-Time Alerts and Updates Members receive timely updates on relevant tax law changes, IRS announcements, and other critical tax-related news.
Monthly tax health checkups:
Regular reviews of the member's financial situation to ensure tax efficiency and compliance, and to identify potential savings or planning opportunities.
Unlimited tax consultations
Members have access to unlimited consultations with tax professionals, allowing them to get answers and advice on tax-related queries at any time.
Investment tax analysis:
Tailored advice on how to structure finances and transactions to minimize tax liabilities legally.
Monthly tax health checkups:
Review and advice on the tax implications of various investment strategies and portfolios.
Audit support
Assistance and guidance in the event of an IRS audit, including pre-audit preparation and documents review.
Basic
Unlimited Tax Consultations: Members have access to unlimited consultations with tax professionals, allowing them to get answers and advice on tax-related queries at any time.
Monthly Tax Health Checkups: Regular reviews of the member’s financial situation to ensure tax efficiency and compliance, and to identify potential savings or planning opportunities.
Real-Time Alerts and Updates: Members receive timely updates on relevant tax law changes, IRS announcements, and other critical tax-related news.
Tax Return Preparation and Filing: Comprehensive discounts on other related products or services.
Audit Support: Assistance and guidance in the event of an IRS audit, including pre-audit preparation and documents review.
Pro
Unlimited Tax Consultations: Members have access to unlimited consultations with tax professionals, allowing them to get answers and advice on tax-related queries at any time.
Monthly Tax Health Checkups: Regular reviews of the member’s financial situation to ensure tax efficiency and compliance, and to identify potential savings or planning opportunities.
Year-Round Tax Planning: Strategic planning to optimize tax liabilities and maximize returns, including guidance on investments, retirement planning, and other financial decisions with tax implications.
Real-Time Alerts and Updates: Members receive timely updates on relevant tax law changes, IRS announcements, and other critical tax-related news.
Tax Return Preparation and Filing: Comprehensive discounts on other related products or services.
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Tax Return Preparation and Filing: Comprehensive service for the preparation and filing of annual tax returns, including federal and state.
Audit Support: Assistance and guidance in the event of an IRS audit, including pre-audit preparation and representation during the audit process.
Document Safekeeping: Secure, cloud-based storage for important tax documents, accessible to the member at any time.
Tax Optimization Strategies: Tailored advice on how to structure finances and transactions to minimize tax liabilities legally.
Investment Tax Analysis: Review and advice on the tax implications of various investment strategies and portfolios.
Educational Content: Access to exclusive webinars, newsletters, and resources that provide insights and tips on tax savings and financial health.
Priority Service: Members receive priority response and service, ensuring their needs are addressed promptly.
Dedicated Account Manager: A personal point of contact for all tax-related matters, providing a consistent and personalized service experience.
Exclusive add-ons
“TaxPulse Pro Membership” would be ideal for individuals and small business owners who require ongoing tax support, wish to stay financially organized and proactive, and seek to optimize their tax situations throughout the year, not just at tax time.
Advance
Unlimited Tax Consultations: Members have access to unlimited consultations with tax professionals, allowing them to get answers and advice on tax-related queries at any time.
Monthly Tax Health Checkups: Regular reviews of the member’s financial situation to ensure tax efficiency and compliance, and to identify potential savings or planning opportunities.
Real-Time Alerts and Updates: Members receive timely updates on relevant tax law changes, IRS announcements, and other critical tax-related news.
Tax Return Preparation and Filing: Comprehensive discounts on other related products or services.
Audit Support: Assistance and guidance in the event of an IRS audit, including pre-audit preparation and documents review.
Show 5 more featuresShow less
Document Safekeeping: Secure, cloud-based storage for important tax documents, accessible to the member at any time.
Tax Optimization Strategies: Tailored consultation on how to structure finances and transactions to minimize tax liabilities legally.
Educational Content: Access to exclusive webinars, newsletters, and resources that provide insights and tips on tax savings and financial health.
Priority Service: Members receive priority response and service, ensuring their needs are addressed promptly.
Dedicated Account Manager: A personal point of contact for all tax-related matters, providing a consistent and personalized service experience.