When you signed up for tax support through PRIME, your initial payment covered setup and access to a full suite of tax planning resources. From there, all ongoing tax preparation services—and billing—are handled directly by our preferred fulfillment provider, Incite Tax.
What was my initial payment for?
Your one-time setup fee through PRIME includes:
Your customized tax profile setup and intake review
Access to our exclusive suite of resources, designed to give you a strong tax foundation and strategic insight. These resources include:
Business organizer templates
Tax deduction guides
In-depth tax strategy outlines
Full access to the Tax Vault video series
What is my monthly fee for?
Once you’re set up, Incite Tax takes over for all ongoing services and manages all billing directly. They charge a monthly fee, which covers your tax preparation service for the year. It also covers:
Your annual tax planning meeting
State and federal letter reviews
Access to IRIS
Membership in the Grow Your Wealth Facebook community
Unlimited admin team email support
I have questions about my monthly payments.
Because PRIME does not manage your Incite billing account, we are unable to make changes or provide details about monthly charges. For all billing-related questions or updates, please contact [email protected].