Tax Strategy 365 Service 

The total pricing for our Tax Strategy 365 service is $5,000.00. We understand that investing in your financial education is a big decision, so we offer the flexibility of two monthly payments to make it more manageable for you or a monthly subscription payment option. This way, you can spread out the cost while still gaining access to all the valuable content and resources that the service has to offer

• Review of prior year returns
• Review of current legal structure
• 3- 1 hour Tax Planning call w/a member of our team
• Weekly Office Hours/Ask me anything w/Ryan
• Access to modules/templates that aren't available anywhere else
• Unlimited Email Support
• Full transparency and guidance on your tax plan/situation for the year

Yes! Even the beginner investor can benefit  because the strategies that are discussed are for beginner, intermediate, and advanced investor levels.

We will have office hours during the following times:

• First Monday at 9:00AM CST
• Second Tuesday at 12:00 PM CST
• Third Wednesday at 3:00PM CST
• Fourth Thursday at 5:00 PM CST

This does not include tax preparation, however it will give you priority access for tax preparation services at my tax prep firm!

Our consulting engagement lasts 365 days from when you sign up!