For Clients

As a graduate of the Strategic Tax Savings Program, you are invited to join us in any of these exclusive additional services.

Tax Insiders' Circle

$995

  • 12-months of Live Group Q&As 
  • Access to all tax updates events
  • Year-End Tax Strategies Event
  • Quarterly Elite Experts Interviews 

 

 

 

 

 

 

Get Started

Tax Savings Program Plus

$1,495

  • 12-months of Live Group Q&As 
  • Access to all tax updates events
  • Year-End Tax Planning Strategies
  • Quarterly Elite Experts Interviews 
  • Two 45-Minute 1-On-One Calls
  • Bonus Content Access

 

 

 

Get Started

Customized Tax Savings Plan

$7,705

  • 12-months of Live Group Q&As 
  • Access to all tax updates events
  • Year-End Tax Planning Strategies
  • Quarterly Elite Experts Interviews 
  • Review of Prior Year Tax Returns
  • Access to Expert Tax Strategists
  • Unlimited 1-On-1 Calls & Emails
  • Personal & Business Tax Strategies
  • Investment & Retirement Tax Strategies
  • Plan Implementation Assistance
Get Started