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For people who already have a CPA/bookkeeper and want elite strategy, access, and a clear
implementation plan.
If your returns get filed and your books are in decent shape, but you know you’re leaving money on the table, the Tax Planning Membership is for you.
Private member community for networking, trainings, live group strategy sessions, community Q&A, and prizes
We give you and your CPA/bookkeeper the exact moves to make
Guidance and filings when needed
Via vetted vendors
To update your strategy
With a 3‑business‑day response
The Tax Planning Membership typically ranges from $450 to $650 every 4 weeks, depending on how much access and support you need.
When you join the Tax Planning Membership within 14 days of completing your Tax Savings Blueprint, we apply your full $3,000 Blueprint fee as a credit toward your membership.
Wondering what you could be missing on your taxes? Take the free quiz to find your tax stage and see what to focus on next.
Free quiz. Clear next steps. No tax returns needed.
