Ongoing support, built for real life.

Tax and financial questions don’t happen once a year — they come up throughout the year, often when you’re making decisions that matter.

Memberships provide a structured way to stay connected, ask questions as they come up, and move forward with clarity — without feeling like you’re starting from scratch each time.

Memberships are proposed by your advisory based on your specific scope and need of advisory care. For more information about how we can best serve you, please book a call to see your best fit.

What This Is

Memberships are designed to give you consistent access to guidance throughout the year.

Instead of waiting until something becomes urgent, you have a place to ask questions, understand your options, and make decisions with context.

This is not a high-pressure or high-volume model. It’s steady, thoughtful support that fits into your life as things come up.

What’s Included

Each membership is a little different, but support often includes:

• A place to ask questions as situations arise
• Guidance on how decisions may impact your tax position
• Help understanding notices or correspondence from the IRS or state
• Ongoing awareness of your overall tax and financial picture
• Periodic check-ins or readiness conversations (when appropriate)

Support is structured, but not rigid — it’s designed to be helpful without becoming overwhelming.

Who This Is For

Memberships are a good fit for:

• Individuals or families who want clarity throughout the year
• Clients who don’t want to wait until tax season to ask questions
• Business owners navigating ongoing decisions
• Anyone who prefers steady support over one-time conversations

If you’re not sure whether this is the right fit, we can talk through it together.

How This Works

We begin with a conversation to understand your situation and what kind of support would be most helpful.

From there, we recommend the appropriate level — whether that’s a lighter-touch membership or something more involved.

When you’re ready to move forward, we’ll guide you through the next steps and send everything needed to get started.

This helps ensure you’re set up at the right level of support from the beginning, without having to sort through options on your own.

There’s no pressure to commit beyond what makes sense.

MEMBERSHIP OPTIONS

🛡️ Handled Protection (In Development)

A more proactive layer of support — designed to reduce surprises.

We’re currently building an additional level of membership for clients who want more visibility into their IRS activity throughout the year.

This is designed for those who prefer to stay ahead of potential issues, rather than responding after something arrives in the mail.

What This Will Include

Handled Protection is being built around a monitoring system that allows us to stay connected to your IRS account in real time.

Instead of checking things periodically, this system provides continuous visibility into your account activity — so changes can be seen and addressed earlier.

This may include:

• Ongoing monitoring of IRS account activity
• Alerts when balances, notices, or status changes occur
• Early awareness of potential issues before they escalate
• Faster response when something needs attention
• Shared visibility so nothing is missed or delayed

Rather than waiting for something to show up unexpectedly, this allows for a more informed and steady approach.

How This Changes the Experience

Without this type of monitoring, most tax situations are handled after the fact — once a notice is received or a question comes up.

Handled Protection is designed to shift that experience.

It allows for earlier awareness, more timely responses, and fewer surprises — especially in situations where timing matters.

For many clients, this creates a greater sense of clarity and peace of mind throughout the year.

Who This Is For

This may be a good fit for:

• Clients who want more visibility into their IRS activity
• Anyone who has had issues in the past and prefers to stay ahead of things
• Business owners with ongoing filings or moving parts
• Clients who value early awareness and proactive communication

Pricing

Handled Protection will be an add-on service for the Foundation and Planning tiers. It will be automatically included on the Full Picture tier and any of the CFO Financial Partnership tiers.

+ $65/month

Availability

This level of support is currently being developed and is not yet active.

If this is something you’d be interested in once available, you’re welcome to let us know.

When membership isn’t necessary

Not everyone needs ongoing support — and that’s okay.

If you have a one-time question or need help working through a specific situation, advisory sessions are available separately.