Bundle Details

Price (USD): $12.95/mo

SMALL BUSINESS TOOLS

Make sure your business is running at peak efficiency and effectiveness with our Business Management Tools. Protect your identity and your business against potential legal issues. Get expert advice on tax issues and financial issues such as financial wellness, debt counseling, and budgeting for both business and personal situations.

Services Include:
• Identity Theft Protection
• Free Legal Services on the most common documents (wills, estates, etc.); discounted document preparation fees on business-related documents, reduced attorney’s fees, and more
• Tax Preparation Advice and Services; assistance with IRS Audit documentation
• A spectrum of financial services, including financial planning, budgeting, advice on mortgages, student loans, retirement planning, and debt counseling
You will receive separate emails after your purchase with instructions as to how to activate your ID Theft Protection, Legal, Tax, and Financial Wellness services.
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Financial Wellness

Financial Wellness

• Financial planning and advice
• Budget preparation and creation
• Debt reduction counseling
• Home purchase and refi counseling
• College tuition and expense planning and counseling
• Financial literacy
Tax Preparation

Tax Preparation Advice and Services

• Free review of last year’s tax return
• Discounted tax return preparation
• Year-round tax assistance from tax professionals for personal and business tax needs; unlimited # of calls
• Advice regarding IRS audits and notifications
Legal Services

Legal Services and Legal Hotline

• Free Legal Services on the most common documents (wills, estates, etc.)
• Discounted document preparation fees on business-related documents, reduced attorney’s fees, and more
Identity Theft Protection

Identity Theft Protection with Experian Monitoring

• Identity Theft Restoration
• Lost or Stolen Credit Card Assistance
• Online Identity Monitoring and Alerts
• Credit Bureau (Experian®) Monitoring
• Social Media Monitoring (Cyberbullying Protection for Family)
• Identity Theft Insurance