2025 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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2025 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)

Year-Round Support:
- One-on-One Calls with our Team (*excluding blackout dates)
- 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 2025 tax year through April 15, 2029

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

New Client Only Bonus: 2024 return included for FREE if purchased by December 31st

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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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