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Choose your pricing plan

Flexible Plans to Build, Manage, and Grow Your Legacy

  • Legacy Builder Package

    1,000$
    Every month
    +$500 Initial Setup Fee
    Valid for 3 months
    • Open 4 Companies
    • LLC to Corporation Conversion
    • The Masterclass – FREE
    • A Business Plan – FREE
    • 2- Years of Monthly Training - FREE
    • First-Year Corporate Tax Returns - FREE

  • Legacy Builder w/ Non-Profit

    1,250$
    Every month
    +$250 Initial Setup Fee
    Valid for 3 months
    • Open 5 Companies
    • LLC to Corporation Conversion
    • The Masterclass – FREE
    • A Business Plan – FREE
    • 2 Years of Monthly Classes – FREE
    • First-Year Corporate Tax Returns - FREE
    • 501(c)(3) Application
  • Best Value

    Legacy Builder Elite Package

    1,000$
    Every month
    +$500 Setup Fee
    Valid for 12 months
    • Open 4 -5 Companies
    • LLC to Corporation Conversion
    • 1-Year Bookkeeping
    • 1st-Year Corp Tax Returns
    • The Masterclass – FREE
    • Custom Business Plan – FREE
    • 2 Years of Monthly Training – FREE

  • Bookkeeping & Tax Preparation Package

    600$
    Every month
    +$999 Deposit
    Valid for 12 months
    • Manage 4 to 5 Companies
    • 1-Year Bookkeeping
    • 1st-Year Corporate Tax Returns
    • Previous Year Bank Reconciliation
    • For Legacy Builder Clients ONLY
    • Personal Tax Returns NOT Included

  • Legacy Builder & Journey to Success

    2,999$
    Every month
    +$2,000 Deposit
    Valid for 6 months
    • Open 4 Companies
    • Phase 1: Business Planning
    • Phase 2: Business Identity
    • Phase 3: Business Registration
    • Phase 4: Business Branding
    • Custom Website - Operating Company
    • Custom Website - Non-Profit
    • Phase 5: Business Credit
    • Phase 6: Bookkeeping
    • Phase 7: Business Contracts
    • Phase 8: Business Protection
    • The Masterclass – FREE
    • 1- Year Monthly Training - FREE
    • 1-Year Bookkeeping
    • 1st-Year Corporate Tax Returns
    • 501(c)(3) Application

  • Existing Legacy Clients: JTS Addition

    2,250$
    Every month
    +$2,500 Deposit
    Valid for 6 months
    • Phase 1: Business Planning
    • Phase 2: Business Identity
    • Phase 3: Business Registration
    • Phase 4: Business Branding
    • Custom Website - Operating Company
    • Custom Website - Non-Profit
    • Phase 5: Business Credit
    • Phase 6: Bookkeeping
    • Phase 7: Business Contracts
    • Phase 8: Business Protection

Important Disclaimer: Legacy Builder, Bookkeeping & Tax Preparation (No Documents Until Full Payment) Business documents, including corporate filings and tax documents, will only be delivered once full payment is made, (Payment Plan) After the deposit is made, you will be billed in two equal monthly payments over 60 days. The 3-4 week Legacy Builder process will begin once the final payment is received. Similarly, bookkeeping and tax preparation services will only be initiated after full payment, (Maximize Your Time) During the payment plan period, you will have immediate access to the Masterclass and Momentum group. Use this time to learn, prepare, and position yourself for success once your Legacy Builder is completed, (Bookkeeping & Tax Preparation) Bookkeeping includes reconciling your QuickBooks accounts for corporations opened through the Legacy Builder package for one year. After one year, all QuickBooks billing will be transferred to you. - Tax Preparation includes corporate tax returns for one year, up to 4 or 5 companies, depending on your package. Personal tax returns are not included, (No Refunds) Once the deposit is made, there are no refunds, no exceptions. The deposit secures your access to the Masterclass, Momentum group, and our commitment to delivering your business setup and financial services.

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