Proactive tax planning pays—especially when life changes fast. Our annual membership gives you access to seasoned tax pros who help you make smart, timely moves before tax season, not after.
Here’s what you can expect:
- Ongoing advice all year: Marriage, divorce, new baby, home purchase, equity comp, starting or selling a business, retirement—when something big happens, we’re already in the loop.
- Actionable planning, not just prep: We model scenarios, optimize elections, and time income/deductions to minimize taxes when it matters most.
- Real savings: Clients routinely save five figures by planning during critical events rather than waiting until filing time when it's too late.
- Access to experts: Direct guidance from a team experienced with multi‑state filings, stock option strategies, real estate, trusts, and business owner tax issues.
- Memberships to meet your needs: Tiered packages match your situation, so you get the right level of support all year.
Bottom line: The tax code is complex. Your life isn’t static. Our membership connects the two—so you keep more of what you earn when the stakes are highest.
