Services
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As a Financial Coach, Mr. Then provides his clients with tools and resources to obtain control, build capital, and escape the trap of debt that society puts most millennial's in.ion text goes here
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No one cares more about your money and taxes than you do. The objective of Tax Coaching is that I do your tax preparation but while I'm doing them or helping you do your own. You are involved and learning.
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As an Expert Marketer and Entrepreneur. Mr. Then is capable of providing innovative results for businesses by creating systems, improving logistics and increasing sales.
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As an Insurance Agent, Mr. Then is capable of looking at your overall insurance situation. Using his knowledge and your information to obtain the best possible rate.
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Using the FCRA and his knowledge of consumer credit law Mr. Then and his associates work to help you help yourself by showing you how to eliminate incorrect and damaging information from your reports.
COACHING
General Consultation
$125/hr
✔️One 45 min Coaching Session
✔️Personal Finances, Taxes, Credit, Investing, Insurance
✔️Completely Confidential
(Non-Refundable if cancellation/Reschedule within 15 minutes of meeting.)
Personal 1-1 Consult
$595/hr
✔️One 1.5 hr Coaching Session
✔️Personal Finances, Taxes, Credit, Investing, Insurance
✔️Completely Confidential
Business 1-1 Consult
$795/hr
✔️One 1.5 hr Coaching Session
✔️Business Finances, Taxes, Credit, Investing, Insurance, Business Funding
✔️Completely Confidential
TAX PREPARATION
Standard Personal 1040
$175.00
Two (2) W-2's or 1099's Included | Dependents: 1 @ $15.00 + $5 Each Additional | Additional Forms : $15.00-$100.00 | E Filing Fee: Included | Audit Protection: Included | State Returns: $45.00
Advanced Schedule A 1040
$325.00
Four (4) W-2's or 1099's Included | Dependents: 1 @ $15.00 + $5 Each Additional | Additional Forms : $15.00-$100.00 | E Filing Fee: Included | Audit Protection: Included | State Returns: $45.00
Do It With Me 1040
$175.00
Option is available for those of you who are capable of filing your taxes and just need some coaching or guidance through the process. Three (3) W-2's or 1099's Included | Dependents: $0.00 | Additional Forms : $0.00 | E Filing Fee: $75.00
Self Employed Schedule C
$395.00
Six (6) W-2's or 1099's Included |Dependents: 1 @ $15.00 + $5 Each Additional | Additional Forms : $15.00-$300.00 | E Filing Fee: Included | Audit Protection: Included | State Returns: $45.00
Business Tax Filing
$795.00
Filing of Form 2553 with the IRS if not completed | Filing form 1065, K-1 , 1120 / 1120s | 20% Discount on Personal Tax Filing
DOCUMENT ASSISTANCE
Incorporate Business
$375.00
✔️File Incorporation Documents on your Behalf
✔️Apply for EIN through IRS
✔️Apply for DUNS through Dun & Brad
🛑This does not Include State Filing Fees 🛑
Custom Contracts
$175.00
✔️Create Customized Contract for you or your Business
✔️Provide Suggestions and Changes
✔️Includes Unlimited Reviews
🛑I am not a Lawyer 🛑
Limited Power of Attorney
$125.00
✔️Customize POA with your Information
✔️Provide Guidance POA using Software
✔️Provide Digital Copy POA once Completed
🛑This does not enforce your POA🛑
Custom Will
$75.00
✔️Customize Will with your Information
✔️Provide Guidance on Will using Software
✔️Provide Digital Copy of Will once Completed
🛑This does not enforce your Will 🛑
General Bill of Sale
$75.00
✔️Customize Bill of Sale
✔️Provide Guidance
✔️Provide Digital Copy once Completed
Custom Trust
$275.00
✔️Customize Trust with your Information
✔️Provide Guidance Trust using Software
✔️Provide Digital Copy Trust once Completed
🛑This does not enforce your Trust 🛑
CREDIT
Standard Option
$85/Month
Account Setup / First Work Fee:
$150.00 (one-time fee)
Satisfaction Guarantee:
90-day satisfaction guarantee or your money back (terms apply)
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Up to 5 Disputed Accounts: Assistance with disputing up to 5 accounts per month on 3 Credit Bureaus.
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Inquiries: Not Included.
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Standard Letter: Access to pre-designed letter templates for disputing and intervention.
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Monthly Consultation: One 30-minute meeting per month to review and discuss your credit situation.
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Factual Disputing: Disputing inaccuracies based on factual errors.
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Credit Monitoring: Not included.
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7-Day Trial for Monitoring: $1 trial for 7 days, followed by a monthly fee between $19.95 and $34.99.
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Online Chat/ Email Support: Response Times within 48 hrs.
Professional Option
$105/Month
Account Setup / First Work Fee:
$250.00 (one-time fee)
Satisfaction Guarantee:
90-day satisfaction guarantee or your money back (terms apply)
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Unlimited Disputes: No limit on the number of accounts disputed each month.
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5 Inquiries: Help with disputing up to 5 inquiries per month.
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Power of Attorney: Includes not notarized power of attorney for dispute management.
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Custom Letter Templates: Access to customized letters for disputes.
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Monthly Consultation: One 30-minute meeting per month to review and discuss your credit situation.
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Factual Disputing: Disputing inaccuracies based on factual errors.
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Credit Monitoring: Not included.
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7-Day Trial for Monitoring: $1 trial for 7 days, followed by a monthly fee between $19.95 and $34.99.
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Email / Online & Text Support: Priority 1-24 hr response time support for quick assistance.
Elite Option
$155/Month
Account Setup / First Work Fee:
$400.00 (one-time fee)
Satisfaction Guarantee:
90-day satisfaction guarantee or your money back (terms apply)
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Unlimited Disputes and Inquiries: No limit on the number of accounts or inquiries disputed each month.
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Notarized Power of Attorney: Includes notarized power of attorney for efficient dispute management.
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Custom AI Letters: Access to custom AI-generated letters for precise and effective disputes.
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Monthly Consultation: One 30-minute meeting per month to review and discuss your credit situation.
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Factual Disputing: Disputing inaccuracies based on factual errors.
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Metro 2 Disputing: Advanced disputing Creditor Industry Standard method for more complex credit issues.
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Credit Monitoring: Included (Vantage Score 3.0)
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New Credit Line Assistance: Help with applying for new lines of credit to improve credit profile.
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24/7 Support: Priority support available 24/7 for urgent inquiries.
Pay Per Delete Option:
Account Setup / First Work Fee:
$250.00
NO MONTHLY FEES
$0/ Month
Email Support: Response Times within 48 hrs.
7-Day Trial for Monitoring: $1 trial for 7 days, followed by a monthly fee between $19.95 and $31.99.
Pay as you go per Bureau per Item/Account
$0.00 Per Personal Information
$5.00 per Inquiry
$50.00 per Collection/Charge off, Student Loans, Tax Liens, Repossessions, Evictions,
Foreclosures/Child support , Bankruptcies/Civil Judgments, Anything Else
Do it Yourself Option:
Account Setup / First Work Fee:
NO FIRST WORK FEE
$0.00
$50/Month
Credit Monitoring: Included in the fee.
View your 3 Bureau Reports
Dispute Unlimited Items at your Pace
AI Assisted Dispute Process
Cancel at ANY time
