Preferred Classic

The Preferred Classic membership includes all the tax protection you’ll need to stay compliant with the tax settlement, that Fortune Tax Management negotiated on your behalf. Your benefits include:

Annual Tax Preparation
Tax Resolution Re-work
Account Monitoring
Notice Response

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Preferred Plus

Like, Preferred Classic, Preferred Plus is design to assist you stay compliant with the IRS and/or State settlement obtained on your behalf. Preferred Plus includes additional member benefits to assist with your financial planning.

Annual Tax Preparation
Tax Resolution Re-work
Account Monitoring
Notice Response
Plus
Credit Account Monitoring
Free Credit Scores
Financial Planning
Estate and Tust Planning
One Time Review of Previous Returns

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Preferred Premium

Preferred Premium is our top of the line membership which includes everything that’s in both Classic and Plus with additional member services to help you plan and protect your financial plan.

Annual Tax Preparation
Tax Resolution Re-work
Account Monitoring
Notice Response
Credit Account Monitoring
Free Credit Scores
Financial Planning
Estate and Trust Planning
One Time Review of Previous Returns
Plus
Credit Repair
Book Keeping
College Planning
Retirement Planning
Audit Protection
ID Theft Repair
Legal Hotline

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