9 AM–5 PM CST
POLICIES / BY SERVICE
Clear terms.No surprises.
Every policy in one place, with a section for each service: booking, tax preparation, consulting and memberships, TaxJet Pro, Reserve Intelligence Agency (RIA), credit services, privacy and payments.
BOOKING.TAX PREP.CONSULTING.TAXJET PRO.RIA.CREDIT.PRIVACY.
POLICY / 01 / GENERAL
Booking, cancellationand rescheduling.
Applies to every service.
BOOKING / CANCELLATION / RESCHEDULING
- Use any Book Now button on this site to pick a time on Mali’s Calendly calendar (it opens in a new tab). Payment terms are under Privacy and payments below.
- Rescheduling requires 24-hour notice.
- To reschedule, use the link in your Calendly confirmation email, or call (346) 999-6046.
- Prices are listed per service. Consulting, setup and growth services are one-time prices; memberships bill monthly; only TaxJet Pro software is priced per season.
- Office hours: Monday–Friday, 9:00 AM–5:30 PM CT. After-hours appointments are available by request only. Closed on all major holidays and the day following.
POLICY / 02 / PATH 01 / TAX PREPARATION
Tax preparationprocess.
How a return moves from inquiry to filed.
TAX PREPARATION / PROCESS
- Pricing is subject to change after preparation based on the final complexity of your return.
- Tax preparation is offered in four one-time tiers: Essential $350, Plus $650, Pro $850 and Elite $1,050.
- Business entity returns (S corp, partnership and corporation) are quoted separately.
- After you book or contact us, you receive one secure link to complete your tax questionnaire and upload all required documents in the same form. You can also start your tax intake at any time.
- The preparer reviews your submission and contacts you if anything is missing.
- Payment is collected after you review and sign your return, right before it is e-filed.
- Clients may choose a bank product so tax preparation fees come directly out of their refund instead of being paid out of pocket. Eligibility and bank product fees apply; approval, refund amounts and timing are not guaranteed.
- In-office clients complete the same secure form on their phone or at the office while dropping off physical documents.
- Tax preparation is handled by the Morrise Reserve team; Mali Morris leads the firm.
POLICY / 03 / PATH 02 / CONSULTING
Consultingand memberships.
Terms for services, minimums and cancellation.
CONSULTING / MEMBERSHIPS
- Consulting, setup and growth services are one-time prices. Government filing fees, registered agent fees, subscriptions and third-party services are separate.
- Memberships bill automatically each month. The Founder Circle ($49/month) is a monthly membership.
- The Business Builder ($149/month) and The Reserve Intensive ($399/month) have a 3-month minimum.
- Memberships are virtual. Cancellation terms are clearly disclosed before you join.
- Strategy sessions, blueprints, setup, infrastructure and growth consulting are available virtually or in person. Group coaching is virtual, with optional in-person workshops.
POLICY / 04 / PATH 03 / TAXJET PRO SOFTWARE
TaxJet Pro:setup, support, refunds.
Setup is free, with refunds only before activation. Prices are per season; add-ons are one-time.
| Policy | PTIN | ERO | Service Bureau |
|---|---|---|---|
| Setup fee | Free | Free | Free |
| Onboarding | Included | Included | Included |
| Standard training | Included | Included | Included |
| Support | Standard* | Ongoing support — level by packageEssentials: Standard · Growth & Elite: Priority | Priority |
| Refund before activation | Yes | Yes | Yes |
| After activation | No refund | No refund | No refund |
*PTIN Professional and Premium packages also include priority support. All ERO packages include ongoing support: Essentials is standard, Growth and Elite are priority.
9 AM–7 PM CST
Extended hours as announced.
SEASONAL ACCESS
November 2026–October 2027
Filing and e-filing availability are subject to IRS and software provider schedules.
ADD-ONS / SEASON
- Add-ons are one-time founding prices, not per season.
- Seasonal access runs November 2026–October 2027. Filing and e-filing availability are subject to IRS and software provider schedules.
- PTIN required for every paid preparer; eligibility applies to the PTIN Preparer tier, and IRS e-file rules always apply.
Powered by TaxJet Pro software
POLICY / 05 / PATH 04 / RESERVE INTELLIGENCE AGENCY
Certification,software and payment plans.
Access is one-time. Payment plans are available for Level 01 and Level 02.
RESERVE INTELLIGENCE AGENCY
- Clearance Certification is a certificate of completion. It is not a professional license and not an IRS-recognized credential.
- Software access is an optional, separate add-on and is not included in access. TaxJet Pro is the preferred software option for eligible operatives.
- Access is one-time, not per season. Level 01 Launch is $297 or 2 × $159. Level 02 Build is $597 or 3 × $215. Level 03 Scale is $1,197, Level 04 Legacy is $1,997, and Level 05 Elite Command / Private Access is $3,997, each one-time.
- Plans complete within the clearance-approval period. Access follows published payment and access terms.
POLICY / 06 / PATH 05 / CREDIT SERVICES
Credit servicescompliance notes.
Please read before you start.
IMPORTANT / PLEASE READ
Timelines vary depending on credit history, reporting cycles, creditor responses and individual circumstances. No specific score increase, deletion or funding approval is guaranteed.
You have the right to dispute inaccurate information on your credit report directly with the credit bureaus at no cost.
CREDIT SERVICES / PROCESS & BILLING
- Every credit client starts with one secure Credit Client Intake & Document Upload Form, then signs the applicable agreement before credit assistance begins.
- Credit Restoration starts with intake; pricing is confirmed after your credit profile is reviewed.
- Credit Restoration pricing: a $99 onboarding setup fee (credit report pull and review), then $69 for the first round (a first-round discount) and $89 for every round after.
- Each round is billed only after that round’s disputes are sent and documented, typically every 30–45 days, with a progress update. You never pay for a round that is not yet completed.
- No long-term contracts; cancel anytime.
- No removal of information, score increase or approval is guaranteed.
- The Credit Building Program bills monthly. Other credit services are one-time prices.
- Disputes are prepared only for information you identify as inaccurate or unverifiable.
POLICY / 07 / ALL SERVICES
Privacyand payments.
PRIVACY / PAYMENTS
- Payments use secure Stripe Payment Links. Card details are entered on Stripe’s page, not on this site.
- Send documents only through the secure intake link you receive after booking. Please don’t send sensitive ID or financial details through the contact form.
- The refund estimate tool on the tax preparation page runs in your browser. Nothing you type is stored or sent anywhere.
- General information on this site is not tax, legal or financial advice.
Read our full Privacy Policy (effective December 1, 2026).
BOOK NOW / START HERE
Ready to open your file? Book Now.
9894 Bissonnet St, Suite 220, Houston, TX 77036 · Monday–Friday, 9:00 AM–5:30 PM CT