Meet with us!
Meet with us!
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Choose your meeting!
Choose your meeting!
Consulting
Consulting
- Consulting Meetings
- Tax Planning & Q's
- Financial Planning
- Business Planning
- Specific Business or personal Financial Needs
Live-Stream
Live-Stream
- Financial Plan Livestream
- Money Muscle Builders
- Office Hours: FREE Financial Support.
- Recorded for public posting.
- Prioritized by client level
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Whether it be for "Taxes, Investments, Mortgage, Real Estate or Insurance:
we offer a free introduction if you do not know or have not yet met Mark.
This is so you can inquire about costs, processes, gathering information, etc... or just get to know us a little bit and ask questions so you can determine whether we are a good fit.
Please understand:
This is not a consulting meeting for financial or tax advice of any kind.
This is for you to determine who we are, how we operate, costs, fees, etc..
This is NOT an open meeting for salespeople wanting to sell to us
and will be met with a certain "no thank you" for those not respecting this request.
we offer a free introduction if you do not know or have not yet met Mark.
This is so you can inquire about costs, processes, gathering information, etc... or just get to know us a little bit and ask questions so you can determine whether we are a good fit.
Please understand:
This is not a consulting meeting for financial or tax advice of any kind.
This is for you to determine who we are, how we operate, costs, fees, etc..
This is NOT an open meeting for salespeople wanting to sell to us
and will be met with a certain "no thank you" for those not respecting this request.
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Fee is based on time and is calculated as part of total tax return fee
Review of completed Tax Return, Prior to Final Submission.
Docs must be delivered for tax preparation 3 BUSINESS DAYS prior to meeting.
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
Docs must be delivered for tax preparation 3 BUSINESS DAYS prior to meeting.
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
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B. Tax Planning Meeting
B. Tax Planning Meeting
Maximize or Estimate Taxes for next year,
Best done between Oct 15 Thru Dec 15
Fees are based on our regular consulting fees (click here)
This is a consulting meeting, but ear-marked as "Tax Planning."
Best done between Oct 15 Thru Dec 15
Fees are based on our regular consulting fees (click here)
This is a consulting meeting, but ear-marked as "Tax Planning."
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C. Tax Questions & IRS Letter Review
C. Tax Questions & IRS Letter Review
Respond to Tax Questions or IRS Letters
(Additional to our standard tax preparation fees)
FREE if Our mistake:
If you get a letter due to an input mistake on our part,
we will respond to the letter at no cost to you.
This does NOT mean we will PAY for any legitimate or required fee or penalty
that is or would have been owed by you. We just won't charge you for our time :-)
Standard Consulting Fees if NOT our mistake
All IRS resolutions caused by lack of information provided, IRS mismatches
or IRS needs or querries which go beyond accurately prepared tax returns.
FREE even if not our fault - OFFICE HOURS
If you want simple answers or advice on such matters,
you can make request during our "consulting hours."
Review of IRS (or state) letter re: tax return.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
NOTE:
Tax Preparation includes, the "Preparation" of taxes.
Responses to IRS audits, letters, consulting, resolutions, etc.. are additional
work that is not charged during tax return preparation.
Our reasoning is that if we charged "everyone" for needs required just by few, we would need to charge more for everyone instead of just the few who need the extra time and consulting. This keeps our fees more "custom," based on each person's needs.
We DO NOT charge for "audit protection"
because "audit protection" add-on's are a profit center for tax preparers which are
commonly performed by 3rd party entities, outside the tax preparer's own business
and we cannot control the quality level of those who render those services.
So, IRS consulting services for letters, audits, resolutions, etc...
are delivered as additional services at our standard consulting rate.
(Additional to our standard tax preparation fees)
FREE if Our mistake:
If you get a letter due to an input mistake on our part,
we will respond to the letter at no cost to you.
This does NOT mean we will PAY for any legitimate or required fee or penalty
that is or would have been owed by you. We just won't charge you for our time :-)
Standard Consulting Fees if NOT our mistake
All IRS resolutions caused by lack of information provided, IRS mismatches
or IRS needs or querries which go beyond accurately prepared tax returns.
FREE even if not our fault - OFFICE HOURS
If you want simple answers or advice on such matters,
you can make request during our "consulting hours."
Review of IRS (or state) letter re: tax return.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
NOTE:
Tax Preparation includes, the "Preparation" of taxes.
Responses to IRS audits, letters, consulting, resolutions, etc.. are additional
work that is not charged during tax return preparation.
Our reasoning is that if we charged "everyone" for needs required just by few, we would need to charge more for everyone instead of just the few who need the extra time and consulting. This keeps our fees more "custom," based on each person's needs.
We DO NOT charge for "audit protection"
because "audit protection" add-on's are a profit center for tax preparers which are
commonly performed by 3rd party entities, outside the tax preparer's own business
and we cannot control the quality level of those who render those services.
So, IRS consulting services for letters, audits, resolutions, etc...
are delivered as additional services at our standard consulting rate.
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Fee based on time and extent of need
Review of IRS (or state) letter re: tax return.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
FEE for IRS Letter Review:
1. If it's an error on our part, our time will be covered, FREE OF CHARGE
2. If it's NOT our error, our time will be charged at our standard consulting fee.
3. If you would like "Free Service" for these additional support needs
" we will try to review it during our "Public Office Hours,"
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
FEE for IRS Letter Review:
1. If it's an error on our part, our time will be covered, FREE OF CHARGE
2. If it's NOT our error, our time will be charged at our standard consulting fee.
3. If you would like "Free Service" for these additional support needs
" we will try to review it during our "Public Office Hours,"
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$200 new clients,
$165 for Gold Members,
$115 for Platinum Members.
$165 for Gold Members,
$115 for Platinum Members.
This includes any/all of the following topics: Investment Planning, Tax Planning, IRS Letters, Business Formation, Real Estate, Mortgage, Insurance and most all other personal and business Financial Topics
Click on our pricing page to determine membership levels.
Click on our pricing page to determine membership levels.
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$400 new clients,
$325 for Gold Members,
$225 for Platinum Members.
$325 for Gold Members,
$225 for Platinum Members.
Same as above (25 Minute Financial Consultation, just longer).
If you are not sure whether you need a 25 or 50 minute meeting, just book a 50 minute meeting and cancel the second half at no charge after 25 minutes.
Click on our pricing page to determine membership levels.
If you are not sure whether you need a 25 or 50 minute meeting, just book a 50 minute meeting and cancel the second half at no charge after 25 minutes.
Click on our pricing page to determine membership levels.
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We offer Consultations on these topics based on
our normal consultation fees - see above #'s 4 & 5
However, should you become an investment client, these specific consultation fees will be used toward our onboarding fee, which is $500 to set up and transfer your account. The fee is $250 per each additional account past the first one, if done at the same time.
our normal consultation fees - see above #'s 4 & 5
However, should you become an investment client, these specific consultation fees will be used toward our onboarding fee, which is $500 to set up and transfer your account. The fee is $250 per each additional account past the first one, if done at the same time.
Mark Harvey will fully review and explain client situation, product, needs, etc.. Then, he will offer a non-biased, fair and honest opinion and options, which includes consultation and advisement so you will gain education and information necessary for your best plan.
Mark will recommend a change ONLY
if he can save you time and/or money.
For our time and expertise, we ask for your willingness to
consider a "change in paths" to work with us, should Mark be able to offer quality and significant improvements.
Please send us or be prepared to email, text or upload at time of appointment any and all documents relevant to the topic we will be discussing.
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. If you choose to view Mark's screen, at the time of meeting: CLICK HERE
Mark will recommend a change ONLY
if he can save you time and/or money.
For our time and expertise, we ask for your willingness to
consider a "change in paths" to work with us, should Mark be able to offer quality and significant improvements.
Please send us or be prepared to email, text or upload at time of appointment any and all documents relevant to the topic we will be discussing.
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. If you choose to view Mark's screen, at the time of meeting: CLICK HERE
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90 Minute Screenshare Financial Plan is
$399 for 1st time, first year Gold Members
$399 for 1st time, first year Gold Members
After year one of gold membership, financial planning sessions
are billed based on the Consultation Meetings, item #'s 4 and #5, above.
are billed based on the Consultation Meetings, item #'s 4 and #5, above.
FREE Financial Webinar. We do these regularly and DO NOT charge a fee.
This is a group seminar where we do a live training and walk you through our proprietary, award winning, Money Decoder Software. It is our goal, through that program to "teach you how to fish!"
We offer discounts on ongoing financial planning and consultations to those who become client "members," which includes various discounts and credits for our software and membership.
However, if you want EXCLUSIVE ATTENTION and don't mind paying a few bucks, $399 paid to us will afford you the least expensive and best Financial Planning Session you have ever had. It will include an overview of EVERYTHING from income, real estate, credit, retirement and investments, insurance, budgets, and more!
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. Be prepared on a home computer or laptop with good internet reception to view Mark's screen, at the time of meeting: CLICK HERE
Click on our pricing page to determine membership levels.
