Concierge Service


When was the last time your Book keeper, Accountant or CPA went over your financial goals with you... Cant remember??? It probably never happened. All too often I see people using the standard method and achieve the standard results. I imagine standard isn't what you had in mind. But without a strategy with your financial goals in mind standard to failing might be the path your taking. Let us take the reigns, help you and your business stay on track with a plan that truly compliments your needs.



Naturally, I and my entire TEAM at Wealth & Tax Guru are truly excited to assist you as we work to help your business thrive. The unlimited opportunities available to assist you in realizing how to keep more of your money, discover how to pay less in taxes, and create an experience of building true wealth are the foundation of your success.


James Harnsberger James Harnsberger
Wealth & Tax Guru, Inc.

Below you will find the 4 levels of access Wealth & Tax Guru provides based on the time and attention your business needs...

  • BRONZE: Ideal For Businesses Needing Just The Basics...
  • SILVER: Ideal For Businesses On The Smaller Side...
  • GOLD: Ideal For Businesses Needing A Little More Time...
  • PLATINUM: Ideal For Businesses Growing Fast & Need More Attention..
BRONZE CONCIERGE
$267Monthly

  • 3 Hours Of Dedicated Support (For The Following:)
  • Bookkeeping Support
  • Payroll Support
  • Business Financial Reporting
  • Monthly & Quarterly Tax Filings
  • Estimated Tax Payment Support
  • Financial Reports Support
  • Personal & Business Tax Returns @ NO COST!
  • Free Audit Protection
  • Business Structure Plan
  • Durable Power Of Attorney Business Protection
  • Free admission To ALL Wealth Coaching Events
Sign Up Now!
SILVER CONCIERGE
$467Monthly

  • 6 Hours Of Dedicated Support (For The Following:)
  • Bookkeeping Support
  • Payroll Support
  • Business Financial Reporting
  • Monthly & Quarterly Tax Filings
  • Estimated Tax Payment Support
  • Financial Reports Support
  • Personal & Business Tax Returns @ NO COST!
  • Free Audit Protection
  • Business Structure Plan
  • Durable Power Of Attorney Business Protection
  • Simple Living Will
  • Free admission To ALL Wealth Coaching Events
  • 1 HOUR Monthly Private Business Coaching Call
  • NO COST Corporation Formation (Third Party/State Fees Extra)
  • Includes UNLIMITED ACCESS To Wealth & Tax Guru Coaching Center!
Sign Up Now!
GOLD CONCIERGE
$667Monthly

  • 9 Hours Of Dedicated Support (For The Following:)
  • Bookkeeping Support
  • Payroll Support
  • Business Financial Reporting
  • Monthly & Quarterly Tax Filings
  • Estimated Tax Payment Support
  • Financial Reports Support
  • Personal & Business Tax Returns @ NO COST!
  • Free Audit Protection
  • Business Structure Plan
  • Durable Power Of Attorney Business Protection
  • Simple Living Will
  • Free admission To ALL Wealth Coaching Events
  • 1 HOUR Monthly Private Business Coaching Call
  • NO COST Corporation Formation (Third Party/State Fees Extra)
  • Includes UNLIMITED ACCESS To Wealth & Tax Guru Coaching Center!
Sign Up Now!
PLATINUM CONCIERGE
$867MONTHLY

  • 12 Hours Of Dedicated Support (For The Following:)
  • Bookkeeping Support
  • Payroll Support
  • Business Financial Reporting
  • Monthly & Quarterly Tax Filings
  • Estimated Tax Payment Support
  • Financial Reports Support
  • Personal & Business Tax Returns @ NO COST!
  • Free Audit Protection
  • Business Structure Plan
  • Durable Power Of Attorney Business Protection
  • Simple Living Will
  • Free admission To ALL Wealth Coaching Events
  • 1 HOUR Monthly Private Business Coaching Call
  • 1 Personal Consultation Each Quarter With James Harnsberger
  • NO COST Corporation Formation (Third Party/State Fees Extra)
  • Includes UNLIMITED ACCESS To Wealth & Tax Guru Coaching Center!
SIGN UP NOW!

Disclaimer: While every effort has been made to ensure the accuracy of this site, we cannot guarantee any eventual financial gain. Future pricing & offerings is subject to change without notice.