How We Work With You:
Discover how our unique offerings and opportunities can benefit your business and unique portfolio.
Wealth Secrets Bundle
This bundle is for the business owner who wants to go at their own pace and learn all the aspects of incorporation as they go. This comes with all 100+ hours of education that are yours forever including updates to all courses as they are released. This includes the templates for contracts, operating agreements, minutes, trusts and more.
$997
Private Client
This opportunity is for those with unique portfolios who desire 1-on-1, white-glove service with Mark Lewis, EA. You'll receive a structure audit, strategic recommendations, and all operating agreements, trusts, minutes and contracts ready for your legal team to review. You'll also receive all courses in the Wealth Secrets Bundle. You'll have unlimited time with Mark Lewis, EA until your structure is created, working, and you understand how it works.
Do It Yourself
Choose courses as you need them a la carte and build your own eduction and knowledge base as you see fit. Examine our entire store of courses, documents, and offerings and peruse the various bundles we have for tax, trust, incorporation and trading for business owners who have unique needs and prioritize flexibility.
Clips From Our Education
Watch a compilation of clips from our eduction ranging from corporate compliance, to tax reduction to structure planning.
Apply to be a Private Client
We accept a small amount of private 1-on-1 clients to receive the highest form of white-glove service for their unique portfolio and corporate structures. Please apply at right with your information, and we'll respond should there be acceptance with an e-mail and a link to set up a 30 minute call within 24 hours.
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