Your Financial Life.
One Trusted Team.
Managing your taxes, investments, bookkeeping, retirement planning, and business finances shouldn't require multiple advisors. Our membership plans combine proactive tax planning, comprehensive financial guidance, investment management, and ongoing support into one relationship—giving you confidence every step of the way.
Apply for MembershipWhy Our Membership Model?
- ✔ One dedicated advisory team for your financial needs
- ✔ Proactive tax planning—not just tax preparation
- ✔ Transparent monthly pricing with no surprise bills
- ✔ Secure year-round client communication
- ✔ Financial planning and wealth-building strategies tailored to your goals
- ✔ Scalable memberships designed to grow with your life and business
Membership Plans
Choose the level of financial guidance that best fits your needs. Every membership includes proactive support, secure communication, and expert advice designed to help you make smarter financial decisions throughout the year.
Core Tax & Advice
Best for:
W-2 employees, retirees, freelancers, and independent consultants.
- ✔ Individual Tax Return (1040)
- ✔ Secure Client Portal
- ✔ Unlimited Tax Questions
- ✔ Annual Financial Roadmap
- ✔ October/November Tax Review
- ✔ No Hourly Billing
Wealth Builder
Best for:
Professionals, physicians, growing families, and investors.
- ✔ Everything in Core Tax & Advice
- ✔ Investment Management (Up to $500k)
- ✔ CFP® Financial Planning
- ✔ Two Tax Projections Per Year
- ✔ Estate Planning Included
- ✔ Annual Strategy Meeting
Advanced Wealth
Best for:
Business owners, S-Corporations, partnerships, and high-net-worth families.
- ✔ Everything in Wealth Builder
- ✔ Business Tax Returns
- ✔ Monthly Bookkeeping
- ✔ QuickBooks Reconciliation
- ✔ General Excise Tax Filings
- ✔ Quarterly Planning Meetings
Compare Membership Plans
Every membership is designed to provide proactive financial guidance throughout the year. Compare what's included in each plan and choose the level of support that's right for you.
| Feature | Core Tax & Advice | Wealth Builder | Advanced Wealth | Enterprise Advisory |
|---|---|---|---|---|
| Monthly Investment | $250 | $550 | $1,250 | Custom |
| Annual Value | $3,000 | $6,600 | $15,000 | Custom Proposal |
| Individual Tax Return (1040) | ✔ | ✔ | ✔ | ✔ |
| Business Tax Returns | — | — | ✔ | ✔ |
| Tax Planning | Annual Review | 2 Projections | Entity Optimization | Unlimited Planning |
| Financial Planning | Financial Roadmap | CFP® Planning | Net Worth Strategy | Private Wealth Office |
| Investment Management | — | Up to $500k | Integrated | Unlimited |
| Monthly Bookkeeping | — | — | ✔ | ✔ |
| QuickBooks Reconciliation | — | — | ✔ | ✔ |
| State / Local Filings | — | — | GET Filings | All Required Filings |
| Estate Planning | Beneficiary Audit | EncorEstate | Entity Structuring | Legacy Planning |
| Client Meetings | 100% Secure Portal | 1 Annual Review | Quarterly Reviews | Monthly Strategy Meetings |
| Dedicated Relationship Manager | — | — | — | ✔ |
| Fractional CFO Services | — | — | — | ✔ |
| Priority Response Time | 48 Hours | 24 Hours | Priority | VIP Priority |
Optional Add-On Services
Enhance your membership with specialized financial services tailored to your personal or business needs.
| Service | Description | Starting Price |
|---|---|---|
| Payroll Management | Payroll processing, employee reporting, and payroll tax filing. | $150 / Month |
| Sales Tax Filing | Preparation and filing of state sales tax returns. | $100 / Month |
| QuickBooks Setup | Complete QuickBooks Online setup and chart of accounts. | $350 One-Time |
| QuickBooks Cleanup | Cleanup and correction of existing bookkeeping records. | Custom Quote |
| Catch-Up Bookkeeping | Bring overdue bookkeeping records up to date. | Custom Quote |
| Business Formation | LLC, Corporation, Partnership registration and setup. | $500 One-Time |
| IRS Notice Resolution | Professional response and representation for IRS notices. | Custom Quote |
| Budgeting & Forecasting | Cash flow forecasting and business budgeting. | $300 / Month |
| Financial Statements | Monthly or quarterly professionally prepared reports. | $250 / Month |
| Fractional CFO Services | Executive financial leadership and strategic business guidance. | Starting at $500 / Month |
Our Enterprise Advisory clients can combine any of the above services with a fully customized engagement designed specifically for their business or personal financial needs.
Our Membership Process
Getting started is simple. Our streamlined onboarding process ensures we understand your financial goals before providing proactive tax, financial, and wealth planning guidance.
Apply
Complete our secure membership inquiry so we can understand your financial situation and determine the best membership for your needs.
Discovery Meeting
We'll review your current tax position, financial goals, business structure, and any existing challenges to build a clear strategy.
Build Your Strategy
Your advisor creates a customized roadmap that integrates tax planning, financial planning, investments, and business advisory into one plan.
Year-Round Guidance
Receive proactive advice, regular reviews, secure communication, and ongoing support to help you make confident financial decisions all year long.
Why Choose Amazing Financial Solutions?
We believe financial success comes from proactive planning—not reactive decisions. Our integrated membership model combines tax expertise, financial planning, and strategic guidance under one trusted advisory relationship.
Year-Round Advisory
We don't disappear after tax season. Receive proactive support, planning, and guidance throughout the entire year.
One Trusted Team
Instead of coordinating multiple professionals, work with one dedicated advisory team for taxes, planning, bookkeeping, and wealth management.
Transparent Membership Pricing
No surprise invoices or hourly billing. Your membership includes ongoing access to professional guidance and strategic advice.
Personalized Financial Strategies
Every recommendation is tailored to your goals, helping you reduce taxes, build wealth, and make informed financial decisions.
Secure Digital Experience
Manage documents, communicate securely, and collaborate with your advisory team using our protected client portal.
Built for Long-Term Success
Our memberships grow with you—from individual tax planning to advanced business advisory and wealth management.