TaxPulse Advance Membership

$35.00 / month

1. 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.

2. 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.

3. Real-Time Alerts and Updates: Members receive timely updates on relevant tax law changes,
IRS announcements, and other critical tax-related news.

4. Tax Return Preparation and Filing: Comprehensive discounts on other related products or
services.

5. Audit Support: Assistance and guidance in the event of an IRS audit, including pre-audit
preparation and documents review.

6. Document Safekeeping: Secure, cloud-based storage for important tax documents, accessible to
the member at any time.

7. Tax Optimization Strategies: Tailored consultation on how to structure finances and
transactions to minimize tax liabilities legally.

8. Educational Content: Access to exclusive webinars, newsletters, and resources that provide
insights and tips on tax savings and financial health.

9. Priority Service: Members receive priority response and service, ensuring their needs are
addressed promptly.
10. Dedicated Account Manager: A personal point of contact for all tax-related matters, providing a
consistent and personalized service experience.

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Description

1. 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.

2. 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.

3. Real-Time Alerts and Updates: Members receive timely updates on relevant tax law changes,
IRS announcements, and other critical tax-related news.

4. Tax Return Preparation and Filing: Comprehensive discounts on other related products or
services.

5. Audit Support: Assistance and guidance in the event of an IRS audit, including pre-audit
preparation and documents review.

6. Document Safekeeping: Secure, cloud-based storage for important tax documents, accessible to
the member at any time.

7. Tax Optimization Strategies: Tailored consultation on how to structure finances and
transactions to minimize tax liabilities legally.

8. Educational Content: Access to exclusive webinars, newsletters, and resources that provide
insights and tips on tax savings and financial health.

9. Priority Service: Members receive priority response and service, ensuring their needs are
addressed promptly.
10. Dedicated Account Manager: A personal point of contact for all tax-related matters, providing a
consistent and personalized service experience.

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