C. Tax Questions &
IRS Letter Review
C. Tax Questions &
IRS Letter Review
IRS Letter Review
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Fees for Tax Questions,
Consulting & IRS Letter Review
Consulting & IRS Letter Review
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 :-)
FREE Option #2, even if not our mistake:
OFFICE HOURS
If you want simple answers or advice on such matters,
you can make request during our "Public Office Hours."
Standard Consulting Fees if NOT our mistake
IRS resolutions, Audits, letters caused by lack of or errant information provided,
IRS mismatches or IRS mistakes, needs or queries are performed at our member consulting rates. That is based on your pre-existing membership plan.
General Tax and IRS questions:
Tax questions are fielded and answered contemporaneously for our clients.
However, hours for such phone calls, questions, expertise, time and consulting are sometimes billed and sometimes just added into tax preparation fees charged later in the year. If conversations (especially during our busy times) go on for more than 5-10 minutes, we may need to bill you for that time), in the moment.
We ask our clients to understand that we humbly aim to provide extremely valuable, honest and well-rooted, personal tax and financial planning information targeted to make and save you as money as possible. To survive and thrive, we need to charge you a small part of what we make and save you, for the time, care and expertise rendered to you.
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 :-)
FREE Option #2, even if not our mistake:
OFFICE HOURS
If you want simple answers or advice on such matters,
you can make request during our "Public Office Hours."
Standard Consulting Fees if NOT our mistake
IRS resolutions, Audits, letters caused by lack of or errant information provided,
IRS mismatches or IRS mistakes, needs or queries are performed at our member consulting rates. That is based on your pre-existing membership plan.
General Tax and IRS questions:
Tax questions are fielded and answered contemporaneously for our clients.
However, hours for such phone calls, questions, expertise, time and consulting are sometimes billed and sometimes just added into tax preparation fees charged later in the year. If conversations (especially during our busy times) go on for more than 5-10 minutes, we may need to bill you for that time), in the moment.
We ask our clients to understand that we humbly aim to provide extremely valuable, honest and well-rooted, personal tax and financial planning information targeted to make and save you as money as possible. To survive and thrive, we need to charge you a small part of what we make and save you, for the time, care and expertise rendered to you.
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HOW WE RESOLVE IRS LETTERS:
HOW WE RESOLVE IRS LETTERS:
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.
3. Re: IRS resolutions, and post tax preparation services:
Tax Preparation includes, the "Preparation" of taxes.
Responding to IRS audits, letters, consulting, resolutions, etc..
is work that is not charged in our tax return preparation fees.
Why not free? We provide 2 "Free" options (see above)
If we charge "everyone" for needs required by few, we would need to charge more for those wanting and needing less services and wanting lower fees. We charge for extra time and consulting based on each person's needs and desires for time and consulting.
We DO NOT charge for "audit protection"
Why no "audit protection" add-on?"
These are a profit center for tax preparers, but are commonlyperformed
by 3rd party entities, outside the tax preparer's own business and we simply
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.
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.
3. Re: IRS resolutions, and post tax preparation services:
Tax Preparation includes, the "Preparation" of taxes.
Responding to IRS audits, letters, consulting, resolutions, etc..
is work that is not charged in our tax return preparation fees.
Why not free? We provide 2 "Free" options (see above)
If we charge "everyone" for needs required by few, we would need to charge more for those wanting and needing less services and wanting lower fees. We charge for extra time and consulting based on each person's needs and desires for time and consulting.
We DO NOT charge for "audit protection"
Why no "audit protection" add-on?"
These are a profit center for tax preparers, but are commonlyperformed
by 3rd party entities, outside the tax preparer's own business and we simply
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.
(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.
3. Re: IRS resolutions, and post tax preparation services:
Tax Preparation includes, the "Preparation" of taxes.
Responding to IRS audits, letters, consulting, resolutions, etc..
is work that is not charged in our tax return preparation fees.
Why not free? We provide 2 "Free" options (see above)
If we charge "everyone" for needs required by few, we would need to charge more for those wanting and needing less services and wanting lower fees. We charge for extra time and consulting based on each person's needs and desires for time and consulting.
We DO NOT charge for "audit protection"
Why no "audit protection" add-on?"
These are a profit center for tax preparers, but are commonlyperformed
by 3rd party entities, outside the tax preparer's own business and we simply
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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$400/hr. Non-Members - $350/hr. "share" discount
$325/hr. Gold Members - $250/hr. "share" discount
$225/hr. Plat Members - $250/hr. "share" discount
$325/hr. Gold Members - $250/hr. "share" discount
$225/hr. Plat Members - $250/hr. "share" discount
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.
"Share" Discount means that if you consent to us recording and sharing the consultation with the public, we will reduce your hourly fee at the discount shown above. If you choose, you can keep your name completely anonymous at the time of our meeting and you will go by the name of George &/or Mary.
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.
"Share" Discount means that if you consent to us recording and sharing the consultation with the public, we will reduce your hourly fee at the discount shown above. If you choose, you can keep your name completely anonymous at the time of our meeting and you will go by the name of George &/or Mary.
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We offer Consultations on these topics based on
our normal consultation fees - see above
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
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, above.
are billed based on the Consultation Meetings, 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.
