The Equitable Wealth Pro Package includes:

• 2026 Annual Individual Tax Return Preparation (includes rental property income and Schedule C businesses)
  Quarterly Tax Calculations
• Assistance with 1099 filings (*an additional fee will apply for more than 10 filings)
• Year-Round Support:
  • Unlimited access to ask us questions via the client portal
  • Weekly Money Club Office Hours with our team to get all of your tax, bookkeeping and financial questions answered
  • 1 Onboarding Call with Meg to develop a game plan for the year (New Clients Only)
  • 2 30-minute “Emergency Calls” to get your confidential questions answered
  • 1 Year-End Call with Meg to review the year and prep for the upcoming year
  • Dedicated Group Sessions throughout the year on specific topics (such as saving for retirement, bookkeeping, S Corp maintenance, maximizing your tax deductions, etc.)
  • Year-End Financial Planning Workshop
• Initial response to all income tax notices related to the 2026 tax year through April 15, 2030
• Audit Protection Plan (provides a CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)
• Discounted rates on legal and compliance filings and services (such as your annual reports, forming LLCs and state employer account registrations)
• Your business featured in our Community Directory, which is promoted to our community throughout the year
• For S Corporations Only:
• • Annual Year-End Maintenance Support to walk through year-end tax and payroll must-do tasks
  • Annual Reasonable Compensation Reports for every owner that actively works in the business

So much goodness! Within a few days of signing up, you'll receive several welcome emails, with a few action steps to take:

• Sign your Client Agreement (required to move forward!)
• Set up your log-in for your Client Portal
• Start uploading your financial documents! (we give you a checklist, don't worry)
• Book Your First Call

I'm so glad you asked. We are different (and better!) than that (let's be honest) cheaper CPA you've been eyeing and here's why:

• I (Meg!) am an online business owner, so I understand the online world.
• We understand you're wearing a lot of hats. We believe in making things more streamlined, more efficient, and easier to use!
• We're not your traditional CPA firm (i.e., not a bunch of white guys in suits). Diversity, equity and justice are at the core of our values and we welcome and celebrate all business owners.
• Unlike most CPAs, we won't only talk in April. We believe in providing you with ongoing support so that's what you're going to get. If you have a question, you'll always know where to find us.

As long as you file "Married Filing Jointly" with your spouse, absolutely. The tax prep package includes your Individual Tax Return, which includes your spouse's income, deductions, etc. as long as you file married filing jointly. If you decide to file married filing separately, we can prepare both returns for an additional fee (please email our support team at support@megkwheeler.com) for more details.

Both! Unless your business has elected to be classified as an S Corp for tax purposes (see the next question), your business profits (or losses) are reported on your individual tax return. So our tax prep includes the preparation of your individual tax return AND the inclusion of your business profits/losses on that return.

Absolutely! However, because we'll also need to prep your S Corp return (Federal and State), there is an additional charge of $800. You can add this on the sales page!

No, this is not a membership. When you sign up, you are committing to working with us for the entire year. You are responsible for paying the full amount whether you pay in full or choose the payment plan. 

Totally! You can send any questions you have to support@megkwheeler.com. 

So that we can conduct the tax season, doors to the Equitable Wealth Pro Package will close by December 31, 2025 or earlier. There are limited spots available and we do expect to sell out.