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.

This is Our Full “Done‑for‑You” Service

We implement your
Tax Savings Blueprint
We file your business and
personal returns (as needed) 
We handle your bookkeeping, classification, and reconciliations  
We calculate
your quarterly safe‑harbor estimated
taxes 
We maintain
your tax
calendar and send deadline reminders  
We keep Power of Attorney on file
and talk to the IRS/state for you
We set up and adjust LLCs and
S‑Corps when it makes sense 
We handle your bookkeeping, classification, and reconciliations  
We calculate
your quarterly safe‑harbor estimated
taxes 
We maintain
your tax
calendar and send deadline reminders  
We keep Power of Attorney on file
and talk to the IRS/state for you
We set up and adjust LLCs and
S‑Corps when it makes sense 
You still get full Tax Concierge Club access

Private community, trainings, live strategy sessions,
community Q&A, and prizes  

You still get Executive Access Series, Intensives, and Priority Q&A
Investment

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 $3,000 Blueprint investment is applied as a credit toward your membership when you join within 14 days.

Get Exclusive
Tax Tips

Have access to our latest tax tips, courses, and more!

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