MOORE Value Plans*
| Most Popular! | |||
|
Select Advantage Memberships
|
Starter | Pro | Premium |
| No Monthly Fee | Valued at $6,000+ Per Year! | Valued at $14,000+ Per Year! | |
| You Pay Monthly Member Fee (1 Year Term) per family + 1 business * | $0/Month | $250/Month | $500/Month |
| (Add-on additional business at 40% Discount) | Member Fee | Member Fee | Member Fee |
| ü Services Only Available to Members | ü | ü | ü |
|
Digital & Online Experience: E-signing, Client Portal, Mobile App, Online Questionnaire, E-Filing, Tax Updates
|
ü | ü | ü |
| (FREE!) | (FREE!) | (FREE!) | |
|
Fix & File: Amend Tax Returns we prepared
|
ü
|
ü | ü |
| (1 per year FREE!) | (2 per year FREE!) | ||
|
Tax Return Extensions
|
ü
|
ü | ü |
| (2 per year FREE!) | (2 per year FREE!) | ||
|
Power of Attorney Designation: Draft & filing (covers returns we prepared)
|
X
|
ü | ü |
| (2 per year FREE!) | (4 per year FREE!) | ||
| Audit Protection (non-litigation) ** Respond, Resolve, & Appeal US Income Individual Tax return IRS Audits |
X
|
ü | ü |
| (returns we prepared during membership) | ($4,000 per year FREE!) | ($10,000 per year FREE!) | |
|
Tax Projections, Strategy, & Extension Penalty Avoidance
|
X
|
ü
|
ü |
| (1 Hour FREE!) | |||
|
Children’s Tax Return Preparation (18 years old or younger)
|
X
|
ü
|
ü |
| (2 per year FREE!) | |||
|
Quickbooks Online: Custom Setup, Reports, Training, & 30% Subscription Discount
|
X
|
ü
|
ü |
| (1 Hour FREE!) | |||
| 1099 Preparation, E-filing, & Delivery (PDF & U.S. mail) | X | ü | ü |
| Resolution of Tax Agency Notices (Non-Audits) (returns we prepared during membership) | X | ü | ü |
|
Personal Tax Deadline Guarantee *** On Time filing
|
X
|
ü
|
ü
|
|
Passthrough Entity (PTE) Tax Savings Assessment & Safe Harbor Calculations
|
X
|
ü
|
ü |
| + Customized | |||
|
Tax Payments
|
ü | ü | ü |
| You Pay | + Online Links | + We Setup Payment | |
|
Service your way–Communicate with us
|
ü | ü | ü |
| Email Support | + Call or Virtual | + CPA Hotline & Text | |
|
Tax Return Review
|
ü | ü | ü |
| Video | + Virtual | + Meeting | |
| Sales Tax Preparation, payment, recording, archiving, & filing | X | X | ü |
| Accounting Services: (Repair Books) Explain Financials & Opportunities | Annually | + Quarterly | + Monthly |
|
Most Popular! |
|||
|
Starter |
Pro |
Premium |
|
|
Select Advantage Options (2025 Year) |
No Monthly Fee |
Valued at $6,000+ Per Year! |
Valued at $14,000+ Per Year! |
|
You Pay Monthly Member Fee (1 Year Term) per family + 1 business * |
$0/Month |
$250/Month |
$500/Month |
| (Add-on additional business at 40% Discount) |
Member Fee |
Member Fee |
Member Fee |
| ✓ These are services available only to members (hourly rates + member fee) |
✓ |
✓ |
✓ |
| Digital & Online Experience: E-signing, Client Portal, Mobile App, Online Questionnaire, E-Filing, Social Media |
(FREE!) |
(FREE!) |
(FREE!) |
| Amend & File Tax Returns (returns we prepared) |
✓ |
(FREE!) |
(FREE!) |
|
(1 per year) |
(2 per year) |
||
| Tax Return Extensions |
✓ |
(FREE!) |
(FREE!) |
|
(2 per year) |
(2 per year) |
||
| Fix & File: Amend Tax Returns we prepared |
✓ |
(FREE!) |
(FREE!) |
|
(1 per year) |
(2 per year) |
||
| Tax Return Extensions |
✓ |
(FREE!) |
(FREE!) |
|
(2 per year) |
(2 per year) |
||
| Power of Attorney Designation: Draft & filing (covers returns we prepared) |
(FREE!) |
(FREE!) |
|
|
(2 per year) |
(4 per year) |
||
| Audit Protection (non-litigation) ** Respond, Resolve, & Appeal US Income Individual Tax return IRS Audits |
(FREE!) |
(FREE!) |
|
| (returns we prepared during membership) |
(Up to $4,000) |
(Up to $10,000) |
|
| Tax Projections: Calculations, Strategy, Virtual Review with you, and send Video Recording |
✓ |
(FREE!) |
|
|
(1 Hour) |
|||
| Tax Projections, Strategy, & Extension Penalty Avoidance |
✓ |
(FREE!) |
|
|
(1 Hour) |
|||
| Custom Tax Extension Calculations: Payment Projections to Minimize Late Penalties |
✓ |
(FREE!) |
|
|
(1 Hour) |
|||
| Children’s Tax Return Preparation (18 years old or younger) |
✓ |
(FREE!) |
|
|
(Up to 2 per year) |
|||
| Estimated Tax: Safe Harbor Calculation |
✓ |
✓ |
(FREE!) |
|
(1 hour) |
|||
| Quickbooks Online: Custom Reports Design & Setup |
✓ |
(FREE!) |
|
|
(1 hour) |
|||
| Quickbooks Online: Custom Setup, Reports, Training, & 30% Subscription Discount |
✓ |
(FREE!) |
|
|
(1 hour) |
|||
| Quickbooks Online: One-Time Custom Setup (Chart of Accounts, Users, Profit Centers, Automation, & syncing) |
✓ |
(FREE!) |
|
|
(1 hour) |
|||
| 1099 Preparation, E-filing, & Delivery (PDF & U.S. mail) |
✓ |
✓ |
|
| Resolution of Tax Agency Notices (Non-Audits) (returns we prepared during membership) |
✓ |
✓ |
|
| Personal Tax Deadline Guarantee *** On Time filing |
✓ |
✓ |
|
| (When all business & personal requests are received 60 days before deadline) | |||
| Personal Tax Deadline Guarantee *** On Time filing |
✓ |
||
| (When all business & personal requests are received 45 days before deadline) | |||
| Personal Tax Deadline Guarantee *** On Time filing |
✓ |
✓ |
|
| Passthrough Entity (PTE) Tax Savings Assessment & Safe Harbor Calculations |
✓ |
✓ |
|
| Passthrough Entity (PTE) Tax Savings Custom Projection Calculations |
✓ |
||
| Tax Payments |
✓ |
+ Online Links |
+ We Setup Payment |
| Communicate with us by: |
Email Support |
+ Call or Virtual |
+ CPA Hotline & Text |
| Tax Return Review |
Video |
+ Virtual |
+ Meeting |
| Sales Tax Preparation, payment, recording, archiving, & filing |
✓ |
||
| Accounting Services: (Profit, Cash Flow, and Asset Purchase Planning ZOOM Call) |
✓ |
✓ |
|
|
(Annually) |
(Quarterly) |
||
| Accounting Services: (Repair Books) Explain Financials & Opportunities |
Annually |
+ Quarterly |
+ Monthly |
| * Fees drafted from checking account on 1st day of each month; Member Fees cover married couples & dependents plus one taxable business entity | |||
| **Audit protection is not “insurance” product; covers US IRS Income Tax Return audits for returns prepared during paid membership period(s) | |||
| *** Guaranteed, or else monthly membership fee is waived until returns are filed | |||
| County Personal Property Tax Filing (Business Tax Returns) |
✓ |
✓ |
✓ |
|
Most Popular! |
|||
|
Starter |
Pro |
Premium |
|
|
Select Advantage Options (2025 Year) |
No Monthly Fee |
Valued at $6,000+ Per Year! |
Valued at $14,000+ Per Year! |
|
You Pay Monthly Member Fee (1 Year Term) per family + 1 business * |
$0/Month |
$250/Month |
$500/Month |
| (Add-on additional business at 40% Discount) |
Member Fee |
Member Fee |
Member Fee |
| ✓ These are services available only to members (hourly rates + member fee) |
✓ |
✓ |
✓ |
| Digital & Online Experience: E-signing, Client Portal, Mobile App, Online Questionnaire, E-Filing, Social Media |
(FREE!) |
(FREE!) |
(FREE!) |
| Amend & File Tax Returns (returns we prepared) |
✓ |
(FREE!) |
(FREE!) |
|
(1 per year) |
(2 per year) |
||
| Tax Return Extensions |
✓ |
(FREE!) |
(FREE!) |
|
(2 per year) |
(2 per year) |
||
| Fix & File: Amend Tax Returns we prepared |
✓ |
(FREE!) |
(FREE!) |
|
(1 per year) |
(2 per year) |
||
| Tax Return Extensions |
✓ |
(FREE!) |
(FREE!) |
|
(2 per year) |
(2 per year) |
||
| Power of Attorney Designation: Draft & filing (covers returns we prepared) |
(FREE!) |
(FREE!) |
|
|
(2 per year) |
(4 per year) |
||
| Audit Protection (non-litigation) ** Respond, Resolve, & Appeal US Income Individual Tax return IRS Audits |
(FREE!) |
(FREE!) |
|
| (returns we prepared during membership) |
(Up to $4,000) |
(Up to $10,000) |
|
| Tax Projections: Calculations, Strategy, Virtual Review with you, and send Video Recording |
✓ |
(FREE!) |
|
|
(1 Hour) |
|||
| Tax Projections, Strategy, & Extension Penalty Avoidance |
✓ |
(FREE!) |
|
|
(1 Hour) |
|||
| Custom Tax Extension Calculations: Payment Projections to Minimize Late Penalties |
✓ |
(FREE!) |
|
|
(1 Hour) |
|||
| Children’s Tax Return Preparation (18 years old or younger) |
✓ |
(FREE!) |
|
|
(Up to 2 per year) |
|||
| Estimated Tax: Safe Harbor Calculation |
✓ |
✓ |
(FREE!) |
|
(1 hour) |
|||
| Quickbooks Online: Custom Reports Design & Setup |
✓ |
(FREE!) |
|
|
(1 hour) |
|||
| Quickbooks Online: Custom Setup, Reports, Training, & 30% Subscription Discount |
✓ |
(FREE!) |
|
|
(1 hour) |
|||
| Quickbooks Online: One-Time Custom Setup (Chart of Accounts, Users, Profit Centers, Automation, & syncing) |
✓ |
(FREE!) |
|
|
(1 hour) |
|||
| 1099 Preparation, E-filing, & Delivery (PDF & U.S. mail) |
✓ |
✓ |
|
| Resolution of Tax Agency Notices (Non-Audits) (returns we prepared during membership) |
✓ |
✓ |
|
| Personal Tax Deadline Guarantee *** On Time filing |
✓ |
✓ |
|
| (When all business & personal requests are received 60 days before deadline) | |||
| Personal Tax Deadline Guarantee *** On Time filing |
✓ |
||
| (When all business & personal requests are received 45 days before deadline) | |||
| Personal Tax Deadline Guarantee *** On Time filing |
✓ |
✓ |
|
| Passthrough Entity (PTE) Tax Savings Assessment & Safe Harbor Calculations |
✓ |
✓ |
|
| Passthrough Entity (PTE) Tax Savings Custom Projection Calculations |
✓ |
||
| Tax Payments |
✓ |
+ Online Links |
+ We Setup Payment |
| Communicate with us by: |
Email Support |
+ Call or Virtual |
+ CPA Hotline & Text |
| Tax Return Review |
Video |
+ Virtual |
+ Meeting |
| Sales Tax Preparation, payment, recording, archiving, & filing |
✓ |
||
| Accounting Services: (Profit, Cash Flow, and Asset Purchase Planning ZOOM Call) |
✓ |
✓ |
|
|
(Annually) |
(Quarterly) |
||
| Accounting Services: (Repair Books) Explain Financials & Opportunities |
Annually |
+ Quarterly |
+ Monthly |
| * Fees drafted from checking account on 1st day of each month; Member Fees cover married couples & dependents plus one taxable business entity | |||
| **Audit protection is not “insurance” product; covers US IRS Income Tax Return audits for returns prepared during paid membership period(s) | |||
| *** Guaranteed, or else monthly membership fee is waived until returns are filed | |||
| County Personal Property Tax Filing (Business Tax Returns) |
✓ |
✓ |
✓ |