Our Services

Our services are very simple-they’re based on the number of cases that you, the tax-preparer completes per year. All prices are in USD and quoted annually. We want you to make more income, and we take a portion of it. Fair trade? We think so, and hope you look over a sample ROI yourself.

Starter Service– $450 Yr.

Mid-Size Service– $900 Yr.

Unlimited Service– $1,199 Yr.

For 1 to 5 Cases a Year. Let’s get you more profitable and growing. The first step on the road of greater profitability.

For 6 to 15 Cases a Year. Need to grow beyond this? Upgrade to the Unlimited service.

Unlimited cases! Really! We dare you to push the system to the limits, and profit with all those Augusta cases.




FAQs:

  1. Is there a free trial?
    • YES-All plans include a fully-functional 14 day free trial. We think it’s fair for you to see the service before signing up.
  2. What if I need to upgrade my service?
    • If you’re growing (Good for you!), we charge the difference between the service-plans, prorated. Going from Starter -> Mid sized would be the cost difference ($900-$450=$450 and divided by the number of months of service left). Your original starting service date would be the renewal date in the next year. In the second year, we’ll renew your plan at the higher-level service.
  3. If I cancel on day #15 is there a refund?
    • Sorry, but no, we are a business. Our business, like your firm, is designed to make money. Please use the trial to evaluate the service’s effectiveness for your firm and see it in action.
  4. What is a Case?
    • A case is defined as the creation of a new Augusta tax savings plan. As the tax pro, each of your customers you define an Augusta plan for counts as one case. Business owners with multiple businesses can only use the Augusta rule for one of their businesses, not all. So if a business owner with multiple businesses is your client, just use the Augusta rule one time, counting as one case.
  5. What if I Make a Mistake?
    • No problem, the case in error can be deleted, and once deleted it no longer counts against your overall case count. Typoes gal3ore are 0kee, we’ll just delete the mistakes and start over.