Tax Concierge Membership
For business owners and investors who want their entire tax and accounting back office handled.
Once you complete the Tax Savings Blueprint, and if you’re a good fit, you can upgrade into our Tax Concierge Membership.
Private community, trainings, live strategy sessions, community Q&A, and prizes
Tax Concierge Membership typically starts around $650 every 4 weeks and increases with the complexity of your tax and accounting needs. We have clients that range from $650 to $3,000 every 4 weeks. We quote your exact amount after your Blueprint.
If you’ve already completed the Tax Savings Blueprint, your $4,000 Blueprint investment is applied as a credit toward your membership when you join within 14 days.
Have access to our latest tax tips, courses, and more!
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