Why Choose 360 Wealth Consulting?
As we embrace the dawn of a new year, 360 Wealth Consulting is thrilled to introduce our revamped and enhanced tax & wealth planning packages to make your financial journey smoother than ever. Say goodbye to tax season stress and hello to simplified solutions tailored just for you!
Our new packages are designed to cater to your unique needs, whether you’re an individual, a small business owner, or a seasoned investor. Choose from a variety of options that align perfectly with your financial goals.
Our team of seasoned tax experts are ready to provide personalized guidance and answer all your tax-related questions. From maximizing deductions to navigating complex tax codes, we’ve got you covered.
Don’t let tax season overwhelm you. Embrace the new year with confidence and let 360 Wealth Consulting be your trusted partner on the road to financial success.
Reliability: With years of experience, we’ve earned a reputation for reliability and excellence in tax services. Trust us to navigate the complexities of the tax landscape.
Client-Centric Approach: Your satisfaction is our priority. Our client-centric approach ensures that your unique needs are not just met but exceeded.
Transparent Pricing: No hidden fees or surprises. Our transparent pricing ensures that you know exactly what to expect, making your experience with us straightforward and hassle-free.
Tax Essentials
$500
Built for Individuals & Families looking for professional tax preparation to maximize their refund.
Basic Tax Preparation & Filing
Easy & Secure Document Uploading
No Meeting Required
Advanced Tax Consultant
$10,000
Perfect for Small Businesses looking for a detailed tax strategy.
Includes Bookkeeping
Includes Payroll Services
Go-to expert tax advice
Two 30 minute virtual meetings included
Elite CFO Concierge
$20,000
Designed for Medium to Large Businesses
In-Person Comprehensive Consult
On-Call Problem Solving
Bookkeeping Included
Payroll Services Included
Tailored Portfolio Investment Advisor
$250K investment minimum
Become a Master Investor
One hour virtual meeting
(or 2 thirty minute virtual meetings)
Customized Investment Strategy
Professional Guidance with an Expert Advisor