You’re working hard to build a richer life. Our D.U.D.E. Method brings your tax strategy, accounting, and bigger goals into one relationship—with a team that gives a f*ck about where you’re going.
Your advisor leads your tax plan. Your Tax Manager owns your preparation and filing. One coordinated team, all year.
Membership investment starts at $6,000 per year. Your quote reflects your agreed services and level of advisor access.
BUILT ON THE D.U.D.E. METHODDiscover → Unburden → Defend → Elevate ↓No jargon. No judgment. No bullsh*t.
Apply to Become a ClientWatch how we work, answer the fit questions, and see whether a Private Client Tax Fit Call is the next step.
Get My Free Tax Roadmap
Make the plan while you can still act on it.
Tax preparation and filing, plus year-round tax strategy and planning. Bookkeeping and accounting available in every tier; included when selected in your proposal.
Included work stays included.
We review your financial world, build your written plan, and move into your ongoing membership. One relationship, with a clear agreement from the start.
Four connected parts. One ongoing relationship. A clear plan, work off your plate, a team in your corner, and more intention behind the future you’re building.
We review your financial world, uncover planning opportunities, and connect today’s tax decisions to the life you want to build.
We take tax preparation and filing and accounting work off your plate, with clear ownership and a team coordinating the details.
Careful preparation, review, and supporting records help you stay audit ready—so you have a team behind the work.
We connect tax planning to your bigger goals: building a business, growing assets, and creating more choice with the money you keep.
Your world changes. We revisit the plan.
Discover → Unburden → Defend → Elevate → Repeat.
Gold, Diamond, and Black all bring the D.U.D.E. Method to your agreed scope. Choose the advisor access, planning frequency, and level of connection that fit your world.
The D.U.D.E. Method guides your year-round relationship. Triple-A is how we prepare and review your tax returns—in every membership.
Accuracy. Check the numbers against your records.
Advantage. Look for applicable deductions, credits, and tax opportunities.
Assurance. Review the supporting records and filing readiness before you authorize filing.
See the Triple-A standardSame D.U.D.E. Method and the services in your agreement. The difference is how closely and how often we work together.
Every tier can include the same core services. Already have your own bookkeeper? We can quote your membership without accounting. Your proposal names the returns, entities, and bookkeeping services included.
Best for: stable situations where you want it handled, with an annual review and optional calls to stay connected.
Get it handled.
Get on with life.
Tax preparation and filing, bookkeeping when selected, and tax strategy and planning. Weekly group Q&A in our client community, one annual strategy meeting, and up to three optional Progress & Planning Calls. We reach out; you choose whether to book.
Best for: owners who want a closer D.U.D.E. relationship and planning every six months.
Text us to arrange a call.
A partner who plans.
Everything in Gold, PLUS a dedicated advisor text line, two strategy meetings a year, quarterly proactive updates, and scheduled advisor calls as needed for your membership services, during advisor business hours. Text us to arrange a call—without Gold’s three-optional-call limit. Tax questions and advice stay in the secure portal.
Best for: complex worlds that need senior eyes and a monthly touch.
Senior attention.
Your bigger picture.
Everything in Diamond, PLUS your own Senior Tax Advisor, four strategy meetings a year (one each quarter), monthly personalized updates, and scheduled advisor calls as needed for your membership services, during advisor business hours. Text us to arrange a conversation. Tax questions and advice stay in the secure portal.
Services and fees are custom quoted for the services in your agreement. Text coordination and scheduled calls follow your assigned advisor’s business schedule. Tax questions, documents, and advice stay in the secure portal.
Read the full membership details ↗Take the free Tax Roadmap quiz to find your stage, understand the gaps to look at, and see what to focus on next.
You don’t need to know which service or membership you need. Start with a clearer picture.
GET MY FREE TAX ROADMAPNo tax returns needed. Start with the quiz.
The application starts with how we work, then fit questions and the next step toward a Private Client Tax Fit Call.
Your tax decisions should work with the business you’re building. See how planning and coordinated tax work fit together.
Properties, records, entities, and your next transaction deserve a coordinated view. See the approach for real estate investors.
When your financial life gets more involved, a once-a-year filing conversation may leave questions unanswered.
Good service means knowing what you’re paying for, who to contact, and what happens next.
Your membership covers the services and access in your agreement. Included work and included advisor calls don’t generate separate invoices. No surprise invoices for routine emails or quick questions covered by your membership.
Additional billable work gets a clear explanation, a price, and your written approval first. Individual advisor text support starts with Diamond.
Your Tax Strategist—or Senior Tax Advisor with Black—owns your advisory relationship. Your Tax Manager owns your tax preparation and filing from start to finish. They lead the preparation team, drive technical review, keep deadlines in view, and make sure filing status is verified. A dedicated tax delivery lead who knows your file and keeps the work moving.
You know where to start. We coordinate the work and handoffs. Exact services and access are agreed before enrollment.
“From the start it’s clear that Tony is looking out for your best interests.”
Start with a video about how we work, answer a few questions, and see whether a Private Client Tax Fit Call is the right next step.
Apply to Become a ClientWe’re not promising a particular tax savings amount, investment return, or a service that fits everyone. If you’re still exploring, the free roadmap is a good place to begin.
Choose the path that matches where you are today.
If you’re ready to explore working with a tax team, watch the video. It explains the approach and leads toward fit-call qualification. If you want a better sense of your starting point first, take the free Tax Roadmap quiz.
No. The video is the first step in that path. You can then answer the qualification questions and, if appropriate, choose an available call time. Watching or reading does not enroll you in a paid service.
An educational quiz that helps identify your stage and the areas to focus on next. It doesn’t require tax returns and isn’t a personalized assessment of your filed returns. Start at the quiz so your results follow your answers.
Our D.U.D.E. Experience guide explains Gold, Diamond, and Black, including agreed services, support access, and planning frequency. Individual advisor text support starts with Diamond.
Yes. We present your annual pay-in-full price first, with the standard annual price and exact dollar and percentage savings. Every-four-week billing is also available: 13 payments per 52 weeks. The $3,000 Private Client Assessment is included with a 12-month membership commitment; no separate upfront assessment charge applies. Your membership payment is due at enrollment. We explain your exact scope and terms before you commit, and additional billable work needs your written approval.
Watch how we work, answer the fit questions, and see whether a Private Client Tax Fit Call is the next step.
Apply to Become a ClientFind your stage and start learning what to focus on with the free Tax Roadmap.
GET MY FREE TAX ROADMAPYour quote reflects the tax situation and services discussed on our call. Minor changes generally won’t affect your quoted price. Significant changes, complex tax events, or previously undisclosed information may require additional work beyond the services in your agreement. We explain the work and obtain your written approval of additional fees before proceeding. Your signed engagement defines the final services and terms.
If you cancel before completing the 12-month membership, the $3,000 Private Client Assessment fee becomes payable. Your signed engagement confirms cancellation and any other outstanding obligations.