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SERVICES / BY PATH
Services,by path.
Five paths, one reserve. Each service has its own page, with its own prices, process and answers.
SERVICES FILE MALI MORRIS / CEO, Morrise Reserve
TAX PREPARATION. BUSINESS CONSULTING & GROWTH. TAXJET PRO. RESERVE INTELLIGENCE AGENCY.
SERVICES / THE FIVE PATHS
Choose yourpath. Tax preparation, consulting, TaxJet Pro software, Launch Your Career and credit services.
PATH 01 TAX PREP
Tax Prep From $350 one-time
Four tiers for individual, family, self-employed and more complex returns, prepared by the Morrise Reserve team and filed through a clear seven-step client process.
Essential $350 Plus $650 Pro $850 Elite $1,050 Business entity returns quoted separately See services, pricing and process → PATH 02 CONSULTING
Consulting From $75 one-time
One path for consulting, setup, development, growth and marketing: strategy sessions, blueprints, setup assistance, infrastructure, growth plans and memberships.
The Strategy Session $75 Business Blueprint $149 Setup & development from $199 Growth & marketing from $299 Memberships from $49/mo See the launch menu → PATH 03 TAXJET PRO
TaxJet Pro From $299 per season
Tax software for PTIN preparers, EFIN / ERO partners and Service Bureau owners, with setup, onboarding and training included.
PTIN Preparer $299–$499 EFIN / ERO Partner $499–$899 Service Bureau $999–$1,999 Compare the three tiers → PATH 04 LAUNCH YOUR CAREER
Launch Your CareerReserve Intelligence Agency (RIA) From $297 one-time
An exclusive professional development and business intelligence agency powered by Morrise Reserve, led by Mali Morris.
Launch $297 Build $597 Scale $1,197 Legacy $1,997 Elite Command $3,997 Request Access → PATH 05 CREDIT SERVICES
Credit Services From $49 one-time
Credit education, review and an action plan for individuals and business owners, with credit analysis, restoration and building support.
Credit Analysis $49 Credit Restoration $99 setup Credit Building Consultation $75 Credit Building Program $49/mo Business Credit Consultation $99 Restoration rounds: $69 first round, then $89 each, billed after each round is completed See credit services →
FILED & NOTED / HOW IT WORKS
Three steps.No rush. Whatever the service, the process is simple and the next step is always clear.
01
Book. Pick a time on Mali’s calendar. Tell us what you’re building.
02
Plan. Leave with a clear next step: a service, a software tier or a RIA clearance level.
03
Launch. We onboard you, and you start the season with the right tools and support.
BOOK NOW / START HERE
Ready to open your file? Book Now.
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