Annual Membership

Full Access, Faster Results, Direct Support

Best for execution, tax savings, and faster results. Get immediate access to all content,

priority support, and coaching call recordings.

Join for $999/year

Save over $380 compared to monthly · Cancel anytime

Priority Support

Direct Access, When You Need It

Annual members receive priority support with personal email access and the ability to discuss real scenarios during coaching calls.

Personal Support Email: Dedicated email access for tax-related questions.

2-Day Response Time: Responses provided within two business days.

Bring Your Scenarios: Bring personal or business scenarios into coaching discussions for practical learning.

Personalized Services

Professional Tax Services, Available to All Members

These are separate paid services for both Monthly and Annual members. Membership provides education and coaching — these services provide personalized tax planning and execution. All services require payment in advance and are delivered through one-on-one professional support.

Topics include

Education and Content (Full Access)

Members receive immediate access to the complete library of 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 available in full upon joining, with no waiting period and no monthly release schedule.

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 (Full Access)

Members receive immediate access to all practical tools and worksheets to apply what they learn in the training modules.

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

Stay Updated, Stay Ahead

Weekly tax updates and reminders about deadlines, law changes, and planning opportunities

Weekly group coaching calls, available live and as recorded sessions

Full access to the coaching call recording archive

Annual members get recorded coaching call access Monthly members do not.

Pricing

Choose the Right Package for Your Needs

Annual Plan

$999/year

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)

Everything in the Monthly Plan

One simple upfront payment for the whole year

Get Started

How We Help

Positioning

All members learn what to do and how it works, but implementation is DIY.

The Annual Membership is best for people who want faster learning, deeper understanding, and guided support while maintaining control over their own execution.

Personal support email for tax-related questions

Businesses

Helped

Responses provided within two business days

Combined Years

of Experience

Ability to bring personal or business scenarios into coaching discussions for practical learning

Financial

Experts

Services include

Personalized Reviews and Strategy

These are separate paid services for both monthly and annual members.

Available as separate paid services for all members

Individual or Joint Tax Return Review

A professional review to identify missed deductions, errors, and planning opportunities.

Business Tax Return Review

A detailed review to ensure expenses are categorized correctly and strategies are optimized.

Tax Planning Session

A one-on-one session that provides an actionable, personalized tax strategy based on income, business, and goals.

Investment Portfolio Review

A review focused on tax efficiency and risk management while aligning with financial objectives.

Available to both Monthly and Annual Members

Personalized Tax Services Pricing

These services are separate from membership plans and must be purchased individually.

All services require payment in advance and are delivered through one-on-one professional support.

Membership provides education and coaching.

The services below provide personalized tax planning and execution.

Personal Tax Plan

$3,000.00

A comprehensive one-on-one tax planning service designed to create a customized strategy for reducing future tax liability based on income, lifestyle, and financial goals.

Book Here

Personal Tax Return Review (1040)

$750.00

A professional review of an existing personal tax return to identify errors, missed deductions, and additional planning opportunities.

Book Here

Tax Projections

$2,500.00

A detailed projection of future tax outcomes based on current income, business activity, and potential tax strategies. This service helps members understand long-term tax impact and make informed financial decisions.

Book Here

Business Tax Return (1065 / 1120S / 1120)

$1,750.00

Preparation and filing of business tax returns for partnerships, S corporations, and C corporations. This service ensures proper categorization of income and expenses and full compliance with tax requirements.

Book Here

Personal Tax Return (1040)

$750.00

Preparation and filing of an individual federal tax return. This is a done-for-you service that includes accurate reporting of income, deductions, and credits.

Book Here

Entity Restructure

$2,500.00

An in-depth review and restructuring of a business entity to improve tax efficiency. This service evaluates whether a change in business structure can reduce the overall tax burden while remaining compliant.