Monthly Membership
Build Your Tax Knowledge, One Module
at a Time
Best for learning, awareness, and ongoing tax education. Learn what to do,
why it matters, and how tax strategies work at your own pace.
Cancel anytime · No long-term commitment
How It Works
Education-First, Self-Implementation
The Monthly Membership is designed for individuals who want to build a strong foundation in tax knowledge at a steady and manageable pace. This plan focuses on education and self-implementation. Members learn what to do, why it matters, and how tax strategies work. All execution and implementation are handled by the member.
Members receive educational content in sequence, beginning with Module 1, regardless of when they join. New content is released one module per month, allowing step-by-step learning without overwhelm.
Important: This membership does not include personal support or personalized tax advice. It is strictly an education-based program.
Education & Content
In-Depth Video Training, Delivered Monthly
Members receive access to long-form YouTube-style training videos, each 10 to 15 minutes in length. These videos explain complex tax topics in clear and simple language. Content is delivered monthly, starting with Module 1.
Topics include
Education and Content (Drip Access)
Members receive access to long-form YouTube-style training videos, each 10 to 15 minutes in length. These videos explain complex tax topics in clear and simple language.
Content is delivered monthly, starting with Module 1.
01
Tax Return Review How-to Guide
Learn how to read and understand your tax return, where income appears, how deductions are applied, and how to identify missed opportunities for tax savings.
02
Reviewing Your Income and How It Is Taxed
Understand how different types of income are taxed, including salary, self-employment, rental, and investment income. Learn about tax brackets, effective tax rates, and common mistakes.
03
Best Business Structure for Your Tax Situation
Learn how business structures affect taxes and how to choose the most tax-efficient structure based on your income and goals.
04
Business Expense Overview
Understand which expenses are deductible, how to categorize them correctly, and how to avoid improper claims.
05
Augusta Rule
Learn how the Augusta Rule works, who qualifies, and how to use it correctly for tax savings.
06
Accountable Plan
Learn how an Accountable Plan allows business owners to reimburse expenses properly and reduce taxable income.
07
Family Management Company
Learn how paying family members can be structured correctly while staying compliant with tax rules.
08
Depreciation and Accelerated Depreciation
Understand standard depreciation versus accelerated methods and how depreciation can reduce current-year tax liability.
09
Short-Term Rental Depreciation & RE Professional Status
Learn how depreciation works for short-term rental properties and the requirements for qualifying as a real estate professional.
10
Investing for Tax Efficiency
Learn how to structure investments to minimize taxes, including capital gains planning and tax-deferred accounts.
11
Retirement Planning for Tax Reduction
Learn how retirement accounts can reduce taxes today and in the future through contribution and withdrawal strategies.
12
PTET — Pass-Through Entity Tax Payment
Learn how PTET works for LLCs and S corporations, including eligibility, calculation, and when it is beneficial.
These tools include
Worksheets and Tools (Released with Modules)
As each module is released, members gain access to practical tools that help apply what they learn.
Tax Calculation Spreadsheet
Estimate taxes and test different scenarios
Augusta Rule Worksheets
Step-by-step guides for rental days, FMV, and documentation.
Accountable Plan Worksheet
Track eligible expenses and calculate reimbursements correctly.
Family Management Company Worksheets
Track payments to family members and maintain compliance.
Allowable Business Expenses Checklist
Complete checklist of common deductible expenses.
Self-Employed Tax Checklist & Tracker
Organize records and stay prepared for tax filing.
Business Expense Checklist
Record expenses accurately and consistently.
Self-Employment Income Tax Calculator
Estimate self-employment tax obligations.
Ongoing Value
What Is Not Included in Monthly Membership
Weekly tax updates and reminders about deadlines and tax law changes
Weekly group coaching calls (live only) focused on general education topics
Pricing
Choose the Right Package for Your Needs
Monthly Plan
$99/month
Access to weekly live tax strategy sessions
Participation in the online community
Access to YouTube Tax Videos
Weekly tax updates and reminders
Weekly office coaching calls
Personalized email support (2-day response)
Services
One-Time Service Plans
Tax Return Review & Tax Plan
$2,500
Comprehensive review of your tax return
Custom tax plan tailored to your financial situation
Includes tax-saving strategies and actionable advice
Limited to the first 50 clients
Individual/Joint Tax Return (1040 + State)
$1,000
Full tax filing for individual or joint returns (1040 and state)
Expert guidance on deductions and credits
Limited to the first 50 clients
Business Tax Return (1065/1120S + States)
$1,750
Complete tax return filing for partnerships and S-corporations
State filings included for business entities
Limited to the first 50 clients
Investment Portfolio Review (Tax & Risk)
$1,000
Detailed review of your investment portfolio
Tax impact and risk assessment to ensure optimal returns
Limited to the first 50 clients
How We Help
Positioning
All members learn what to do and how it works, but implementation is DIY.
The Monthly Membership is best for people who want consistent learning without personalized guidance.
No personal email support
Businesses
Helped
No priority support
Combined Years
of Experience
No access to recorded coaching call archives
Financial
Experts
Get Started
Ready to Take Control of Your Tax Education?
Join today and start building a strong tax knowledge foundation — one module at a time.
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