The founding class
A year with no surprises, for one yearly price.
$1,800 a year $2,400
For the first 20 families who join by November 15, 2026. Your place counts from the day your signup is in, even if your proposal is signed after. Founding Members keep their price for as long as they stay continuously enrolled. Business membership, which adds the entity return and quarterly estimates, is quoted on the call, with its own founding price.
Every plan includes a review of what your family would need if your income stopped, with any gap named. Coverage, if you choose it, is a separate decision with its own cost.
Year-end is the last window for most of this year's tax moves.
Most of the moves that lower this year's bill have to happen before December 31. Members who join by November 15 are scheduled for their year-end projection before the year closes, once their proposal is signed and their records are in.
Join the founding class (opens in a new tab)
Answer "I want to plan ahead so taxes never surprise me." A call comes within one business day.