The Service Provider reserves the right to suspend or terminate services if payments are not made on time.
This Agreement runs from January 1 to December 31, from year to year until the Agreement is terminated. In the event of cancellation before the completion of the membership period, the Client agrees to pay for all services rendered up to the cancellation date at their individual, non-discounted rates. Any payments made toward the agreement will be applied to the outstanding balance, and the Client is responsible for settling any remaining amounts. No refunds are provided for client overpayments. In the case of an overpayment by the client, a credit will be issued to be applied toward any service with IRB Advisors LLC DBA IRB GROW.
On January 1st of each year, the membership with auto renew unless cancelled in writing by the client. The terms of the agreement will reset for the subsequent year. All services rendered during the subsequent years(s) will be subject to the same guidelines. For instance, if the Client cancels during the second year of membership, Client will be responsible for the costs of any services rendered in that second year at their individual rates. Payments made in previous years will not be applied to balances owed for subsequent years.
If the Client is thirty (30) days delinquent in payment, then Client is obligated to pay for the services they received pursuant to Individual Service Fee List, Attachment B to this Agreement for the month that Client is delinquent in payment. In addition, Client will be subject to a late fee of up to ten percent (10%) per annum.
Membership grants access to a list of services detailed in the “Scope of Services” at a discounted rate. Clients may choose which services to utilize at their discretion. Any services not used are considered forfeited and are non-refundable.
Bookkeeping Services Disclosure: Clients manually submitting transactions are responsible for submitting their bookkeeping transactions monthly, due no later than the 5th of the following month.
Transaction limits are not cumulative and do not roll over to subsequent months. If the Client exceeds the number of monthly bookkeeping transactions in their membership, additional fees per transaction will be applied. Those additional fees are outlined in Exhibit B to this Monthly Service Engagement Agreement.
In cases where the Client delays submissions of bookkeeping paperwork, for example, submitting the required paperwork at the end of the year, the monthly transaction limit in their membership still applies. Per transaction fees will be applied plus a penalty of $250 per quarter for late submissions of bookkeeping paperwork, in addition to extra processing time (approximately five weeks).
Bookkeeping Services, Return of Client Data, Proprietary Information, and Record Retention: IRB Grow provides access to Xero accounting software as part of its bookkeeping service, with no additional charges to the Client for this software during the engagement. Upon termination or completion of the engagement, IRB Grow will promptly return or make available to the Client all bookkeeping information and records maintained in Xero in a usable electronic format. The Client must submit a written request for the return of their Xero records within thirty (30) days of the termination or completion of the engagement.
The Xero software membership includes access to three bookkeeping levels: Ledger, Cashbook, and Early. IRB Grow will determine and assign the appropriate level based on the client’s bookkeeping requirements, at its sole discretion. If a client’s needs exceed 20 invoices per month, the client must upgrade to the Xero “Growing” level software, and will be responsible for any additional subscription costs associated with this upgrade, similar to the policy for QuickBooks, set forth below.
IRB Grow will retain its own proprietary information, including but not limited to internal processes, templates, and intellectual property, which will not be disclosed or transferred to the Client. In addition, IRB Grow will maintain all bookkeeping records of the Client as required by applicable law, and such records will be retained for the period specified by federal or state regulations, generally for a minimum of five (5) years, unless a longer retention period is required.
Bookkeeping services may be provided using QuickBooks at the Client’s request. In such cases, the Client is solely responsible for obtaining and maintaining an active QuickBooks subscription, including covering all associated costs and licensing fees. Additionally, the Client must grant IRB Grow access to their QuickBooks account to enable the provision of bookkeeping services. IRB Grow will not be liable for any limitations in service arising from delays or failures in granting such access. Upon termination or completion of the engagement, if the Client is utilizing their own QuickBooks program, IRB Grow will retain its own proprietary information, including but not limited to internal processes, templates, and intellectual property, which will not be disclosed or transferred to the Client.
Payroll Service Disclosure: It is the client’s responsibility to ensure the information provided for processing payroll is accurate and that funds are available in the payroll account to process payroll and payroll taxes. Non-sufficient funds in the payroll account for payroll will be assessed a fee of $125. Non-sufficient funds in the payroll account for payroll taxes will be assessed a fee of $125. Deposits being rejected from an employee’s account will result in a $35 fee.
Virtual Address Disclosure: Client authorizes IRB Advisors LLC, DBA IRB GROW to serve as their Agent of Representation, an authorized agent to act as their representative for receiving mail at the designated virtual address, opening and reviewing contents of mail including, but not limited to, all city, state, and federal correspondence; to have such documents scanned and digitally stored by IRB Advisors LLC, DBA IRB GROW, and be sent a digital facsimile to an email provided by the client. The Virtual Address service includes the scanning and storage of a maximum of twenty-five (25) documents per month, unless the service is cancelled by Client.
Cancellation includes but is not limited to voluntary cancellation by the Client in the manner set forth below or involuntary cancellation by IRB Advisors LLC, DBA IRB GROW due to Client’s non-payment for services.
Upon cancellation of the Virtual Address Services by Client, IRB Advisors LLC, DBA IRB GROW reserves the right to destroy any and all digital records stored for Client.
To voluntarily cancel the Virtual Address Service, Client must:
Submit written notice to IRB Advisors LLC, DBA IRB GROW, stating the intent to cancel the service at least thirty (30) days prior to cancelation date. Said written notice shall also include:
Submitting written notification of a new legal address for the Client’s business to IRB Advisors LLC, DBA IRB GROW.
Ensure that all corporate documents for the Client’s business reflect the new legal address and are updated with all relevant city, state, and federal agencies.
Finalize and pay any outstanding fees or charges owed to IRB Advisors LLC, DBA IRB GROW.
Payment Return Fees: A payment returned for insufficient funds will be assessed a fee of $50.
Modification of Terms Disclosure: The Provider reserves the right to modify or update the terms of service at its sole discretion. In the event of any such changes, the Provider will deliver no less than thirty (30) days’ prior written notice to the Client. For the avoidance of doubt, such notice shall be deemed sufficient for the changes to take effect as specified in the notice. Continued use of the Provider’s services following the effective date of the updated terms shall constitute the Client’s acceptance of the revised terms.
Client has reviewed and has been explained the terms, conditions and penalties contained in the Bookkeeping Services Disclosure (4(d)), Payroll Service Disclosure (4(e)), and returned payments for insufficient funds fee (4(f)). Client consents to the terms, conditions and penalties set forth in the Bookkeeping Services Disclosure (4(d)), Payroll Service Disclosure (4(e)), Virtual Address Disclosure (4 (f)) and returned payments for insufficient funds fee (4(g)).
Membership features and benefits automatically reset annually on January 1st. These features include, but are not limited to, services for personal tax preparation, business tax preparation, automatic membership extensions, business state license renewals (including Statements of Information), government payment and installment agreements, business formation services, preparation of annual minutes, audit representation and investigation (non-legal), grant deed assistance, ITIN (Individual Taxpayer Identification Number) processing, and trademark-related services. Each year, members are entitled to utilize these features under the terms and conditions of the current membership period. Unused benefits do not carry over into subsequent membership periods, and any renewal of membership will be governed by the guidelines applicable to the new membership year. Members are responsible for ensuring timely renewals to maintain access to these features.
Bonus features included with the initial annual membership are a one-time benefit and do not automatically renew at the end of the initial membership period. Upon renewal of the membership for subsequent periods, access to bonus features will be subject to additional fees as outlined in Exhibits A and B attached hereto. These fees must be paid in full before the bonus features can be utilized in any subsequent membership term. The Member acknowledges and agrees that the availability and pricing of bonus features are subject to change and will be governed by the terms in effect at the time of renewal.
Service Membership Agreement Price Increase Notice: Service Provider shall have the right, in its sole discretion, to increase the fees for the Service Membership. Service Provider shall provide Client with no less than thirty (30) days' prior written notice of any such fee increase before the auto-renewal of any Service Membership Agreement. For the avoidance of doubt, such notice shall be deemed sufficient notice for the purposes of any fee increase taking effect upon the next auto-renewal period.
Client agrees that Service Provider shall not be liable to Client, or any third party, for (1) any liability claims, loss, damages or expense of any kind arising directly or indirectly out of services provided herein for (2) any incidental or consequential damages, however caused, and Client agrees to indemnify and hold Service Provider harmless against such liabilities, claims, losses, damages (consequential or otherwise) or expenses, or actions in respect thereof, asserted or brought against Service Provider by or in right of third parties or for (3) any punitive damages. For purposes of this Agreement, incidental or consequential damages shall include, but not be limited to, loss of anticipated revenues, income, profits or savings; loss of or damage to business reputation or good will; loss of customers; loss of business or financial opportunity; or any other indirect or special damages of any kind categorized as consequential or incidental damages under Wyoming law. Client will give Service Provider prompt written notice of any demand, claim, or suit against Client, and Service Provider shall have the right to compromise or defend the matter to the extent of Service Provider's own interest. Liability is limited to the monthly amount paid by the Client for the current billing period.
Each party shall indemnify, defend and hold harmless the other, its employees, principals (partners, shareholders or other holders of an ownership interest, as the case may be) and agent, from and against any third party claims, demands, losses, damages or expenses relating to bodily injury or death of any person or damage to real and/or tangible personal property directly caused solely by the negligence or willful conduct of the indemnifying party, its personnel or agents in connection with the performance of the Services hereunder. To the extent that such claim arises from the concurrent conduct of Client, Service Provider and/or any third party, it is expressly agreed that Service Provider’s liability shall be limited by the terms and provisions of Section 5 above and that, with respect to any remaining obligations to pay any third party claims, demands, losses, damages or expenses that are not limited by the terms of Section 5 above each party’s obligations of indemnity under this Section 6 shall be effective only to the extent of each party’s pro rata share of liability. To receive the foregoing indemnities, the party seeking indemnification must promptly notify the other in writing of a claim or suit and provide reasonable cooperation (at the indemnifying party’s expense) and full authority to defend or settle the claim or suit. The indemnifying party shall have no obligation to indemnify the indemnified party under any settlement made without the indemnifying party’s written consent.
(a) In General
(i) During the course of performing the Services under this Agreement, Client may receive, or otherwise become aware of, certain proprietary information from Service Provider that is meant to remain strictly confidential.
(ii) No waiver of the rights, duties, and obligations imposed by this Section 7 shall be effective without the prior written consent of IRB Grow.
(iii) The provisions of this Section 7 protecting Confidential Information shall both apply during the Term of this Agreement and survive the termination of this Agreement and shall remain in full force and effect until the information disclosed during the course of performing this Agreement is no longer properly classified as “Confidential Information,” as that term is defined herein.
(iv) Upon the termination of this Agreement, or at the request of the Service Provider, Client shall promptly return or destroy in a certifiable manner any and all Confidential Information, including copies thereof and any notes, analyses, compilations, studies, interpretations, or other documents that are related in any manner whatsoever to the Confidential Information.
(v) Client agrees that any violation, or threatened violation, of the provisions in this Section 7 may cause irreparable injury to the Service Provider, and Service Provider is entitled to seek injunctive relief and any other legal courses of action to protect and preserve their interests and rights in their Confidential Information.
(b) Definition of Confidential Information
“Confidential Information” means any information that is disclosed by the Service Provider, either directly or indirectly, to Client in writing, orally, by inspection of tangible objects—such as documents, prototypes, software, databases, samples, plants, and equipment—or via any other manner or media, and that would be considered confidential by a reasonable person. This “Confidential Information” may include, but is not limited to, the following: all data, products, computer programs, models, modeling methodology, algorithms, innovations, concepts, machinery, processes, specifications, programming techniques, formulas, source code, user and other manuals, business trade secrets, intellectual property, trademarks, copyrighted materials, financial reports, marketing plans, business and operating methods, proposed products and services, price lists and policies, client lists, and other proprietary information, as well as any copies, summaries, outlines, notes, or other representations in any media of the foregoing.
The term “Confidential Information” shall specifically include any “Work Product” as defined in 7(b)(i) below.
“Confidential Information” shall also include any information of which unauthorized use or disclosure could be detrimental to the interests of the Service Provider.(i) Definition of Work Product."Work Product" means any and all deliverables, materials, information, data, reports, analyses, designs, specifications, software, code, documentation, and other tangible or intangible items created, developed, produced, or prepared by the Service Provider (or its employees, agents, or subcontractors) in the course of performing services for the Client under this Agreement.
Work Product includes, but is not limited to:
1. Written or electronic documents and files
2. Intellectual property and proprietary information
3. Custom software or algorithms
4. Databases and data sets
5. Visual designs, graphics, and multimedia content
6. Technical specifications and architectural designs
7. Research findings and analytical results
8. Methodologies, processes, and workflows
9. Presentations and training materials
10. Any other output resulting from the services provided
Work Product shall be considered the property of the Service Provider upon creation, unless otherwise specified in this Agreement. The Service Provider retains the ownership rights to the Work Product unless explicitly stated herein.
(c) Terms of Confidentiality
The Parties agree that:
(i) Confidential Information shall remain at all times the sole property of the person or entity that originally disclosed it. The disclosure of Confidential Information to Client by Service Provider shall in no way be construed as a forfeiture of any legal rights or interests related to the Confidential Information. Client shall have no property right, proprietary rights, or other rights in any Confidential Information that it receives from Service Provider during the course of this Agreement;
(ii) Confidential Information is critical to the success of Service Provider’s business and must therefore be kept in the strictest of confidences. Client shall use all reasonable efforts to protect Service Provider’s Confidential Information from unauthorized reproduction, distribution, disclosure, use, or publication;
(iii) Client shall neither (A) disclose the Confidential Information to any third party nor (B) use the Confidential Information, or any part thereof, except in the authorized performance of the Services;
(iv) Client shall not make nor permit the making of, except in the authorized performance of the Services, any copies, abstracts, or summaries of any Confidential Information;
(v) Client shall not use any of Service Provider’s Confidential Information as a basis upon which to develop, or have a third party develop, a competing or similar product; and
(vi) Client shall not reverse engineer, disassemble, or decompile any prototypes, software, or other tangible objects which embody Confidential Information.
(a) Penalties and Membership Obligations: The Client acknowledges and agrees that the membership may be subject to penalties, including but not limited to fees, charges, or other financial consequences, in the event of non-compliance with the terms outlined in this agreement. Such penalties may include, but are not limited to, late payment fees, early termination fees, or charges related to the misuse of membership benefits, failure to sufficient funds in the Client’s account to process payroll and/or to pay payroll taxes, exceeding the limit of employees provided for in this Agreement, and fees for exceeding the number of allotted of transactions set forth in the monthly membership chosen by Client. The Client agrees to review and adhere to all applicable terms and conditions to avoid incurring penalties. Details of specific penalties are outlined in the attached fee schedule or as otherwise communicated in writing by the organization.
(b) Nonrestrictive Relationship. Service Provider may provide the same or similar services to other clients and Client may utilize other information technology service providers that are competitive with Service Provider; provided, however, that each party acknowledges that their obligations to the other with respect to each other’s Confidential Information as set forth in Section 7. shall apply to other relationship referred to in this Section 8(a).
(c) Waiver. The rights and remedies provided to each of the parties herein shall be cumulative and in addition to any other rights and remedies provided by law or otherwise. Any failure in the exercise by either party of its right to terminate this Agreement or to enforce any provision of this Agreement for default or violation by the other party shall not prejudice such party’s rights of termination or enforcement for any further or other’s default or violation or be deemed a waiver or forfeiture of those rights.
(d) Force Majeure. Neither party will be liable to the other for failure to perform its obligations hereunder if and to the extent that such failure to perform results from causes beyond its control, including and without limitation: strikes, lockouts, or other industrial disturbances; civil disturbances; fires; acts of God; acts of a public enemy; compliance with any regulations, order, or requirement of any governmental body or agency; or inability to obtain transportation or necessary materials in the open market.
(e) Notices. All notices required under or regarding this Agreement will be in writing and will be considered if delivered personally, mailed via registered or certified mail (return receipt requested and postage prepaid), given by facsimile (confirmed by certification of receipt) or sent by courier (confirmed by receipt) addressed to the following designated parties:IRB Advisors DBA IRB GROW: 2301 Zafra Ct. Las Vegas, Nevada 89102Attention: Account ReceivablesClient: (business and address)Attention: (name of corporate representative)
(f) Severability. If any term or provision of this Agreement is held to be illegal or unenforceable, the validity or enforceability of the remainder of this Agreement will not be affected.
(g) Captions. The section headings in this Agreement are intended solely for convenience of reference and shall be given no effect in the construction or interpretation of this Agreement
(h) Entire Agreement. This Agreement and exhibit(s) incorporated herein constitute the entire agreement between the parties and supersede any prior or contemporaneous communications, representations or agreements between the parties, whether oral or written, regarding the subject matter of this Agreement.
(i) Amendments. This Agreement may be supplemented, amended, or modified only by the mutual agreement of the Parties. No supplement, amendment, or modification of this Agreement shall be binding unless it is in writing and signed by the Parties.
(j) Applicable Law. The forum for any dispute or litigation arising out of this Agreement shall be in the State of Wyoming or in the Federal District Court located in the District of Wyoming, unless otherwise expressly waived in writing by the Parties.
(k) No Assignment. Client shall not assign, whether in writing or orally, or encumber its rights or obligations under this Agreement or permit the same to be transferred, assigned or encumbered by operation of law or otherwise, without the prior written consent of Service Provider.
(l) Client’s Business Downturn. In the event that a business downturn beyond Client’s control significantly reduces the size or scope of Client’s operations and the volume of Services required by Client, with the result that Client will be unable to meet its revenue and/or volume commitments under this Agreement (notwithstanding Client’s best efforts to avoid such a shortfall), Service Provider and Client will cooperate in efforts to develop a mutually agreeable Service alternative that addresses the concerns of both parties and complies with all applicable legal and regulatory requirements and restrictions. By way of example and not limitation, such Service alternative may include changes in discounts, credits, revenue and/or volume commitments, the multi-year service period, and other provisions. This provision shall not apply during the first twelve (12) months of any services under the terms of this Agreement and, after the first 12 months, may only be used one (1) time by Client during any remaining or subsequent term of this Agreement and it cannot be used unless Client’s account is current (i.e. no balance older than 30 days). Client must give Service Provider immediate written notice of the conditions it believes will require the application of this provision. This provision does not constitute a waiver of any charges incurred by Client prior to the time the parties mutually agree to amend or replace the agreement. If, after negotiating in good faith, the parties do not mutually agree on an alternative proposal, all terms and conditions of the Agreement shall remain in full force and effect.
(m) Ambiguities. Each party has participated fully in the review and revision of this Agreement. Any rule of construction to the effect that ambiguities are to be resolved against the drafting Party shall not apply in interpreting this Agreement.
(n) Legal & Attorney’s Fees. In any dispute involving the Parties, whether or not resulting in litigation, the prevailing party shall be entitled to recover from the other party all reasonable costs, including without limitation, reasonable attorney fees, legal fees, filing fees, court fees, and expert witness expenses.
(o) Capacity to Sign. All Parties represent and warrant that they possess all necessary capacity and authority to sign and enter into this Agreement.
(p) Incorporation of Attachments or Exhibits. All appendices or exhibits to this Agreement are incorporated by reference into this Agreement.
(q) Compliance with Law. Service Provider and Client shall comply with all federal, state, and local statutes, ordinances, and regulations, and all applicable principles of ethics, as the statutes, ordinances, regulations, and ethical principles may be adopted or amended from time to time. Any violation of applicable statutes, ordinances, rules, regulations, or ethical principles shall constitute a default under this Agreement.
GET STARTED LEVEL (LEVEL/TIER 1)
Get Started in Business and Tax Strategies $2,500.00
One Hour Business Deductions & Tax Strategy Analysis & Consult $500.00
Assigned ESM ($250 per month) $3,000 per year
Personal Tax Filing with Strategy (1) $500.00 - $1,200
Business Tax Filing with Strategy Analysis with earnings up to $999,999 $2,000.00
Automatic Extensions (up to 2) $200.00
Business State License Renewal with Agent of Service (1) $250.00
Monthly Government Payments & Installment Agreements (up to 2) $900.00
Business Formation (1) w/BOI $2,500.00
Annual Minute/Resolution (3 pages or more) (1) $500.00
Audit Representation & Investigation (Personal) (Non-Legal)(1) $500.00
Audit Representation & Investigation (Business) (Non-Legal)(1) $1,000.00
Grant Deed (1) $600.00
ITIN Application/Renewal (1) w/CAA $500.00
Bonuses for Get Started Level (Level/Tier 1)
Includes 2 Aspire Gold Event Tickets $500.00
1 on 1 Real Estate Consultation $500.00
Professional Referrals Resource List Priceless
Plus 10% Preferred IRB Pricing for Other Services Priceless
RESULTS IN BUSINESS LEVEL (LEVEL/TIER 2)
Get Started in Business and Tax Strategies $2,500.00
Results in Business & Tax Strategies $5,000.00
One Hour Personal Assets Structure Strategy Analysis & Consult $500
One Hour Business Deductions & Tax Strategy Analysis & Consult $500
Assigned ESM ($250 per month) $3,000 per year
Personal Tax Filing with Strategy (1) $500.00 - $1,200
Business Tax Filing with Strategy Analysis (up to 2) (earnings up to $999,999) $4,000.00
Automatic Extensions (up to 3) $300.00
Business State License Renewal with Agent of Service (up to 2) $500.00
Government Payments & Installment Agreements (up to 3) $1,350.00
Business Formation (1) w/BOI $2,500.00
Annual Minute/Resolution (3 pages or more) (up to 2) $1,000.00
Audit Representation & Investigation (Personal) (Non-Legal)(1) $500.00
Audit Representation & Investigation (Business) (Non-Legal)(up to 2) $2,000.00
Grant Deed (up to 2) $1,200.00
Bookkeeping up to 300 Transactions per month ($500 per month) $6,000.00 per year
(Class Tracking if applicable)
Payroll (Up to 5 Employees) ($300 per month) $3,600.00 per year
ITIN Application/Renewal (up to 2) w/CAA $1,000.00
Bonuses for Results Level (Level/Tier 2)
Includes 2 Aspire Gold Masterclass Event Tickets $500.00
Includes 2 Aspire 4 More Tickets $500.00
Includes 2 Money Is Masterclass Event Tickets $300.00
Professionals Referrals Resource List Priceless
1 on 1 Real Estate Mastery Consultation $500.00
One on One Operations, Process and Systems Consultation $1000
Plus 20% Preferred IRB Pricing Other Services
Opportunity in Business Level (Level/Tier 3)
Get Started in Business and Tax Strategies $2,500.00
Results in Business Tax Strategies $5,000.00
Opportunity Tax Strategies $7,500.00
Quarterly One Hour Personal & Business Structure & Tax Analysis & Consult $4000.00
Assigned ESM ($250 per month) $3,000 per year
Personal Tax Filing with Strategy (up to 2) $1,000.00 - $2,400.00
Business Tax Filing with Strategy Analysis (up to 2) (earnings up to $999,999) $6,000.00
Automatic Extensions (up to 5) $500.00
Business State License Renewal with Agent of Service (up to 3) $750.00
Government Payments & Installment Agreements (up to 5) $2,250.00
Business Formation (up to 2) with BOI $5,000.00
Annual Minute/Resolution (3 pages or more) (up to 3) $1,500.00
Audit Representation & Investigation (Personal) (Non-Legal) (up to 2) $1,000.00
Audit Representation & Investigation (Business) (Non-Legal) (up to 3) $3,000.00
Grant Deed (up to 3) $1,800.00
Bookkeeping up to 500 transactions per month ($750 per month) $9,000.00 per year (Class Tracking if applicable)
Payroll (up to 10 Employees) ($400 per month) $4,800.00 per year
ITIN Application/Renewal (up to 3) w/CAA $1,500.00
Trademark Filing (1) $2,500.00
Bonuses for Optimizing Business Level (Level/Tier 3)
Includes 2 Aspire Gold Masterclass Event Tickets $500.00
Includes 2 Aspire 4 More Tickets $500.00
Includes 2 Money Is Masterclass Event Tickets $600.00
Includes 2 Empire Masterclass Event Tickets $1,000.00
Professional Referrals Resource List Priceless
1 on 1 Real Estate Mastery Consultation $500.00
One on One Operations, Process and Systems Consultation $1,000
Plus 30% Preferred IRB Prices Other Services Priceless
WINNERS CLUB LEVEL (LEVEL/TIER 4)
Get Started in Business and Tax Strategies $2,500.00
Results in Business Tax Strategies $5,000.00
Opportunity Tax Strategies $7,500.00
Custom Tax Planning and Advanced Tax & Structures Strategies $10,000.00
Quarterly One Hour Personal & Business Structure & Tax Analysis & Consult $4000.00
Private Chat Group & Contact with Alexandra Rodriguez $12,000.00
Assigned ESM ($250 per month) $3,000 per year
Personal Tax Filing with Strategy (up to 2) $1000.00 - $2,400
Business Tax Filing with Strategy Analysis (earnings over one million) (TBD) TBD
Automatic Extensions (TBD) TBD
Business State License Renewal with Agent of Service (up to 5) $1,250.00
Government Payments & Installment Agreements (TBD) $TBD
Business Formation (up to 3) w/BOI $7,500.00
Annual Minute/Resolution (3 pages or more) (up to 5) $2,500.00
Audit Representation & Investigation (Personal) (Non-Legal)(up to 2) $2,500.00
Audit Representation & Investigation (Business) (Non-Legal)(TBD) TBD
Grant Deed (up to 5) $3,000.00
Bookkeeping 1000 transactions per month ($1000 per month) $12,000.00 per year (Class Tracking if applicable)
Payroll (up to 50 Employees) ($600 per month) $7,200.00 per year
ITIN Application/Renewal (up to 5) w/CAA $2,500.00
Trademark Filing (up to 2) $5,000.00
Audit Representation with Tax Attorney (Appeals Court) up to $10,000.00 covered
Bonuses for Winners Club Level (Level/Tier 4)
Includes 2 Aspire Gold Masterclass Event Tickets $500.00
Includes 2 Aspire 4 More Tickets $500.00
Includes 2 Money Is Masterclass Event Tickets $600.00
Includes 2 Empire Masterclass Event Tickets $1,000.00
Professional Referrals Resource List Priceless
1 on 1 Real Estate Mastery Consultation $500.00
Custom Tax Planning & Advance Tax Structure Strategies $10,000
One on One Operations, Process and Systems Consultation $1,000
Investment Opportunities Priceless
Plus 40% Preferred IRB Pricing Other Services Priceless
INDIVIDUAL SERVICE FEE
Get Started in Business and Tax Strategies $2,500.00
Results in Business & Tax Strategies $5,000.00
Opportunity in Business & Tax Strategies $7,500.00
Custom Tax Planning and Advanced Tax & Structures Strategies $10,000.00
One Hour Personal Assets Structure Strategy Analysis $500.00
One Hour Business Deductions, Tax Strategy Analysis & Consult $500.00
Quarterly 1-Hr Personal & Business Structure, Deductions, Tax $4,000.00
Strategy Analysis & Consult
Private Chat Group & Contact with Alexandra Rodriguez $12,000.00
Assigned ESM ($250 per month) $3,000.00 per year
Personal Tax Filing with Strategy (1) $500 - $1,200
Business Tax Filing with Strategy Analysis with earnings up to $999,999 (1) $2,000.00
(Balance Sheet Included)
Business Tax Filing with Strategy Analysis (earnings over one million) (1) $3,000.00
(Balance Sheet Included)
Automatic Extensions (1) $100.00
Business State License Renewal with Agent of Service (1) $250.00
Government Payments & Installment Agreements (1) $450.00
Business Formation w/BOI (1) $2,500.00
Annual Minute/Resolution (1) $500.00
Audit Representation & Investigation Personal (Non-Legal) $500.00
Audit Representation & Investigation Business (Non-Legal) $1,000.00
Grant Deed (1) $600.00
Bookkeeping 100T up to 100 Transactions per month
(Class Tracking not included) ($300 per month) $3,600 (yr)
Over 100 transactions per month $1.00 per transaction
Bookkeeping 300T up to 300 Transactions per month
(Class Tracking if applicable) ($500 per month) $6,000.00 (yr)
Over 300 transactions per month $1.00 per transaction
Bookkeeping 500T up to 500 Transactions per month
(Class Tracking if applicable) ($750 per month) $9,000.00 (yr)
Over 500 transactions per month $1.00 per transaction
Bookkeeping 1000T up to 1000 Transactions per month
(Class Tracking if applicable) ($1,000 per month) $12,000.00 (yr)
Over 1000 transactions per month $1.00 per transaction
Payroll (1 Employee) ($100 per month) $1,200.00 (yr)
Payroll (2 Employees) ($200 per month) $2,400.00 (yr)
Payroll (up to 5 Employees) ($300 per month) $3,000.00 (yr)
Payroll (up to 10 Employees) ($400 per month) $4,200.00 (yr)
Payroll (up to 50 Employees) ($600 per month) $6,000.00 (yr)
ITIN Application/Renewal (1) w/CAA $500.00
Trademark Filing (1) $2,500.00
Audit Representation with Tax Attorney (Appeals Court) up to $10,000.00 Covered $10,000.00 $500.00
Custom Tax Planning & Advance Tax Structure Strategies $10,000
One on One Operations, Process and Systems Consultation $1,000
Investment Opportunities Priceless
Plus 40% Preferred IRB Pricing Other Services Priceless
Prices on Bonus Services
Aspire Gold Masterclass Event 1 Ticket $250.00
Money is Masterclass Event 1 Ticket $300.00
Empire Masterclass Event 1 Ticket $500.00
Professionals Referral Resource List $1,000.00
1 on 1 Real Estate Mastery Consultation (30 minutes) $500.00
One on One Operations, Process and Systems Consultation $750.00
Investment Opportunities $5,000.00