2024 Equitable Wealth Package (Payment Plan)

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By submitting this form and payment, I agree that I am reserving a spot in the Equitable Wealth Package and that this purchase is non-refundable. I understand that I will receive a separate Engagement Letter outlining the full terms of this engagement, and that letter must be signed before any work begins. I understand that the Equitable Wealth package is a year-long commitment and no refunds or payment cancellations will be honored for cancelling early.

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2024 Annual Individual Tax Return Preparation (includes rental property income and Schedule C businesses)

Quarterly Tax Calculations

Assistance with 1099 filings (*an additional fee will apply for more than 10 filings)

Customized Annual Action Plan to help you make progress when it comes to the financial aspects of your business and personal life

Year-Round Support:
- One-on-One Calls with our Team (*see below)
- Unlimited access to ask us questions via the client portal
- Weekly Group Office Hours with our team to get all of your tax + money questions answered
- Dedicated One-on-One Office Hours with our Bookkeeping Team at various times throughout the year
- Monthly Workshops with Q&As on specific topics such as retirement, etc.

Initial response to all income tax notices related to the 2024 tax year through April 15, 2028

Audit Protection Plan (provides a CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)

Discounted Rates on Legal and Compliance Filings

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FOR C CORPS / S CORPS / PARTNERSHIPS: If you are adding on a filing for your C Corporation, S Corporation or Partnership, you must choose the option with the C Corp / S Corp / Partnership add-on. If you have multiple C Corps / S Corps / Partnerships, please choose that option and send us an email at support@megkwheeler.com and we will send you an invoice for the additional entities.

Purchasing your package reserves your spot. Generally within 3-5 business days, you will receive an Engagement Letter to review and sign. This MUST be signed before we begin any work.

If you have any questions, please email support@megkwheeler.com.

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