VIP Essential
A practical starting point for informed owner decisions.
$19.99 / month
15 consultation minutes each month
- 15 consultation minutes per month
- 7 member planning templates
- Saved-guide dashboard
- Consultation preparation checklists
VIP membership
A clear plan for the support you want.
Choose a monthly time allowance, prepare your questions and keep your planning resources in one member dashboard.
VIP enrolment is not open for payment yet. Create a free account to explore the member portal. No payment is collected.
VIP Professional
More time and structure for ongoing tax and business planning.
$49.99 / month
30 consultation minutes each month
- 30 consultation minutes per month
- Everything in Essential
- Quarterly planning worksheet
- Guided consultation agenda
- 9 member planning templates
VIP Executive
A broader review process for owners balancing several priorities.
$69.99 / month
45 consultation minutes each month
- 45 consultation minutes per month
- Everything in Professional
- Business review checklist
- Priority consultation request queue
- 10 member planning templates
Consultation time resets each membership month and does not roll over. All sessions are subject to scheduling and agreed scope. Professional fees outside the included scope require a separate agreement.
Compare the details
Know what each plan includes.
| Membership feature | VIP Essential | VIP Professional | VIP Executive |
|---|---|---|---|
| Monthly consultation time | 15 minutes | 30 minutes | 45 minutes |
| Planning templates | 7 | 9 | 10 |
| Saved-guide dashboard | Included | Included | Included |
| Quarterly planning worksheet | — | Included | Included |
| Guided consultation agenda | — | Included | Included |
| Business review checklist | — | — | Included |
| Request queue | Standard | Standard | Priority |
Membership, explained
Start with clear expectations.
A membership gives you preparation resources and a defined amount of consultation time. It does not promise a particular financial result.
What can I discuss in a consultation?
Use the time for tax and business questions within the professional’s scope, such as records, filing responsibilities, operating decisions or planning options. Confirm credentials, the intended subject and any separate work before the session.
Are tax returns or IRS representation included?
No. Return preparation, accounting engagements, legal services and agency representation require a separate agreement and may involve additional fees. The subscription does not establish those engagements.
What does priority mean?
Executive requests receive a priority flag in the consultation queue. Scheduling depends on availability and the topic. No particular response deadline, appointment date or result is guaranteed.
How do renewals and cancellation work?
Once live enrolment opens, subscriptions renew monthly until cancelled. Billing management is available through the member portal. Cancellation normally stops the next renewal and access continues through the paid period.
Can I create a free account?
Yes. Create a free account to save guides and explore the dashboard. Payment is collected only when you choose a VIP plan and complete Stripe checkout. Paid benefits begin after your subscription payment is confirmed.