Membership Tier
Individual Membership
$ 1,000 .00
/ year- Annual Tax Preparation and Filing: We take the hassle out of your annual tax obligations.
- Email / Phone / Video Tax Consultation: Get your tax-related queries addressed by your preferred method of communication.
- Audit Protection: If the IRS comes knocking, we've got your back.
- Quarterly Financial Check-Ups: A quarterly review to keep you on track.
- Exclusive Webinars and Financial Literacy Content: Learn from experts to manage your wealth better.
- Annual Tax Strategy Session: Optimize your taxes with a dedicated one-on-one session.
Gig Membership
$ 1,800 .00
/ year- All Features of Individual Membership: You get everything included in the individual plan.
- Estimated Tax Processing: We’ll make sure your estimated tax payments are timely filed.
- Quarterly Business Strategy Session: A dedicated advisor helps to steer your business.
Business Membership
$ 2,300 .00
/ year- All Features of Gig Membership: You get everything included in the Gig plan.
- Bi-Monthly Business Strategy Session: A dedicated advisor helps to steer your business.
- Federal & State Corporate Tax Filing: Including Delaware Franchise Tax Filing.
- Bookkeeping Review: Verifying transactions are properly classified and organized.
Advisory Plans
Advisory-Only Plan
$ 875 .00
/ month- Email / Phone / Video Tax Consultation: Get your tax-related queries addressed by your preferred method of communication.
Advisory and Bookkeeping Plan
$ 1,750 .00
/ month- All Features of Advisory-Only Plan: Plus comprehensive bookkeeping services.
Enhanced Business Features
Cash Flow Forecasting
Plan ahead with accurate financial projections.
Strategic Planning and Coaching
Step-by-step guidance for long-term growth.
Virtual CFO
Expertise to guide your financial strategy without the full-time commitment.
Budget Creation
Keep your finances in check.
Cash Flow Management
Ensure that money is flowing where it should be.
Bookkeeping Packages
TaxSurety Basic
$ 499 .00
/ month- For pre-revenue companies just getting started
- Up to $15,000 in monthly expenses
TaxSurety Essential
$ 699 .00
/ month- For companies with streamlined needs
- Up to $15,000 in monthly expenses
TaxSurety Advantage
Custom Pricing
- Customized plan to meet your unique business needs
Unveil a new level of financial and business management by becoming a TaxSurety Premium Member today.
Athlete Packages: Infinite Wealth and Infinite Possibilities
Infinite Wealth for NIL Athletes
$ 8,500 .00
/ month- Comprehensive Financial Management: Specifically tailored for NIL athletes.
Infinite Wealth for Professional Athletes
$ 14,500 .00
/ month- Wealth Management Services: Because you're a pro, and your financial plans should be too.
Infinite Possibilities for NIL Athletes
$ 16,500 .00
/ month- A more extensive plan than Infinite Wealth, includes career and brand management.
Infinite Possibilities for Professional Athletes
$ 22,500 .00
/ month- Advanced wealth and brand management services.
Elevate your business with branding, marketing, and design services. Your TXS Soar Advisor leads these services, designed for businesses aiming to reach new heights.
