INFINITY
$999.99/month
OR special Annual Fee option of $11,399.99
Private email/telephone access for questions and inquiries
Three (3) hours per month of complimentary access to our team for tax assistance/guidance*
This feature alone constitutes a 65% discount from our normal rate
Three (3) passes for our Moodys Private Client University annual event
Three (3) complimentary registrations to Moodys Private Client seminars/webinars
One (1) private seminar, tailored to a topic of your choice at your office
Private access to exclusive Moodys Private Client+ blogs, Tax Templates Worksheets, CaseNotes, course materials and podcasts that are not available on our public website
LUXURY
$749.99/month
OR special Annual Fee option of $8,549.99
Private email/telephone access for questions and inquiries
Two (2) hours per month of complimentary access to our team for tax assistance/guidance*
This feature alone constitutes a 47% discount from our normal rate
Two (2) passes for our Moodys Private Client University annual event
Two (2) complimentary registrations to Moodys Private Client seminars/webinars
Private access to exclusive Moodys Private Client+ blogs, Tax Templates Worksheets, CaseNotes, course materials and podcasts that are not available on our public website
One private seminar, tailored to a topic of your choice at your office
EQUITY
$499.99/month
OR special Annual Fee option of $5,699.99
Private email/telephone access for questions and inquiries
One (1) hour per month of complimentary access to our team for tax assistance/guidance*
This feature alone constitutes a 10% discount from our normal rate
One (1) pass for our Moodys Private Client University annual event
One (1) complimentary registration to Moodys Private Client seminars/webinars
Private access to exclusive Moodys Private Client+ blogs, Tax Templates Worksheets, CaseNotes, course materials and podcasts that are not available on our public website
One private seminar, tailored to a topic of your choice at your office
* Consultation through this service is for information purposes only and does not extend to the provision of formal legal advice or the drafting of documents. Tax or legal advice shall only be provided pursuant to a formal engagement agreement and shall be subject to the terms and conditions therein. No lawyer-client, advisory, fiduciary or other relationship is created by accessing or otherwise using the Moodys Private Client+ website.