Advisory memberships
A tax partner who answers before April.
Optional year round access with planning calls, strategy work, and a direct line when the big decisions come up. Completely optional. Some of my favorite work.
What an advisory relationship looks like.
- Regular check in calls scheduled through the year.
- Priority response in the portal when questions come up.
- Quarterly tax estimate calculations so April isn't a surprise.
- Planning before big moves: hiring, buying, selling, investing.
- Entity strategy conversations when the numbers suggest a change.
- Retirement contribution, HSA, and dependent credit planning.
- End of year tax projections so we know what to expect.
This is optional.
You can work with me on tax prep only. Many clients do. The advisory membership is for people who want more than a once a year transaction.
Not coaching. Not selling.
This isn't a sales funnel into investment products or insurance. I don't sell either. I give tax advice rooted in your actual numbers, then you decide what to do.
A rhythm, not a panic.
Kickoff.
Quarterly call to review last year's return, set goals, and schedule the rest of the year's check ins.
Mid year moves.
Run estimated tax payments, check books, and plan for anything big you've got coming up.
Projection and prep.
Full year tax projection before year end so we can move on retirement contributions, timing, and elections while there's still time.
Three membership levels.
Exact inclusions and pricing finalized below. Pick the fit, or we talk it through on a call.
$TODO: CLIENT / yr
For individuals and families with a few moving parts. Tax prep plus quarterly check ins.
$TODO: CLIENT / yr
For small business owners. Tax prep, planning calls, quarterly estimates, and year end projection.
$TODO: CLIENT / yr
For growing businesses with complex situations. Deeper strategy, entity reviews, and priority access.
Good fit.
- Business owners making bigger decisions each year.
- Families with income volatility or equity compensation.
- Anyone who hates April surprises.
- Clients already planning to be with me long term.
Not a fit.
- Clients who just want one off tax prep.
- Anyone expecting instant on demand responses outside business hours.
- People looking for investment products. I don't sell those.
Before you commit.
Can I try it for a year and decide?
Yes. All memberships are annual. We'll review at renewal and decide if it still fits.
Does the membership include my tax return?
Yes. Tax preparation is bundled into each tier.
Is this the same as financial planning?
No. I advise on tax. I don't manage investments, sell insurance, or recommend specific securities.
How often will we actually talk?
Quarterly at minimum, plus whenever you have a big decision. That's roughly four to six scheduled calls a year, more if something comes up.
What if I outgrow my tier?
We upgrade mid year if that makes sense. No penalty.
See if an advisory relationship fits.
Short consult. I'll help you decide whether you need one, and if so, which tier makes sense.
Schedule a Consult