2026 EWP

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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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2026 Annual Individual Tax Return Preparation

Quarterly Tax Calculations

Assistance with 1099 filings

Year-Round Support:
- Unlimited questions via the client portal
- Regular Money Club Office Hours
- 2 One-on-One Emergency Calls and 1 Year-End Call with our Team (*excluding blackout dates)
- Topic-Specific Workshops
- Year-End Financial Planning Workshop

Initial response to all income tax notices related to the 2026 tax year through April 15, 2030

Audit Protection Plan

Feature in our Community Directory

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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; there are NO REFUNDS once you have reserved your spot. You will receive an Engagement Letter to review and sign after purchase (please allow 5-7 business days). This MUST be signed before we begin any work.

By agreeing to the payment plan, you are agreeing to make ALL payments. This is NOT a membership.

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

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