“Working with Amanda all these years has been great. Being we are in different states, she always makes the process easy.”
Services | Memberships
Memberships
Year-round support, not just tax season.
The Short Version
Most financial questions don't wait until April. This is for people who want a steady place to go throughout the year — someone who knows their situation, answers when they reach out, and keeps an eye on things so nothing sneaks up on them. Three tiers, built around how much support actually fits your life and your business right now.
Let me walk you through this
What does year-round membership support look like?
Most people don’t just have one question a year.
Things come up. Decisions need context. Sometimes you just want to run something by someone before moving forward.
This is built so you have a steady place to go, without starting over every time something comes up.
Who this is for
When is a Handled membership a good fit?
- you find yourself second-guessing things throughout the year
- you want someone to ask before making decisions
- you don’t want to wait until tax season to deal with everything at once
- you want to feel more confident about what you’re doing
Here’s how this is set up
How is the membership structured?
Not everyone needs the same level of support.
Some just need a place to ask questions.
Some are making decisions and want to think ahead.
Some want to understand how everything fits together.
So this is structured in levels, so you can start where you are and grow into more support if you need it.
Level 1
Foundation, $79/month
Let me explain how this one works
This is your starting point.
You have a place to go when something comes up, instead of trying to figure it out on your own or waiting until later.
This is usually a good fit if…
- you have questions throughout the year
- you want help understanding notices or letters
- you don’t want to second-guess things on your own
Here’s what I take care of
- answering questions as they come up
- helping you understand IRS notices or letters
- giving clarity when something doesn’t make sense
- being a steady place to check in when needed
What this doesn’t cover
This level isn’t built for planning ahead or deeper strategy.
If you’re making decisions and want to understand the impact before you act, that’s where the next level comes in.
What it feels like
You’re not on your own anymore.
You have someone you can reach out to who already knows your situation and can help you think things through.
Included with this level
- Handled Protection included
Level 2
Planning, $125/month
Let me explain how this one works
This is where we shift from reacting… to actually planning ahead.
Instead of figuring things out after the fact, we take time to step back, look at what’s going on, and talk through what decisions make the most sense before you make them.
This is usually a good fit if…
- you’re making decisions that impact your taxes
- your income or situation is changing
- you want to understand the outcome before you move forward
- you don’t want to just “hope it works out” and deal with it later
Here’s what I take care of
Everything in Foundation, plus:
- planning conversations before decisions are made
- helping you understand tax impact ahead of time
- guiding you through changes as they happen
But this is also where things become more structured:
- at least two dedicated planning meetings each year
- a clear planning report after those meetings
- specific action steps you can actually follow
- highlighting potential risks before they become problems
- pointing out opportunities and “wins” you may not be seeing
What this doesn’t cover
This level still focuses on planning around specific decisions.
If you’re wanting ongoing, bigger-picture guidance, where your business, taxes, and personal finances are all being looked at together, that’s where Full Picture comes in.
What it feels like
You’re not just asking questions anymore.
You’re making decisions with a plan behind them, and actually understanding what those decisions are doing for you.
Included with this level
- everything in Foundation
- Handled Protection included
Level 3
Full Picture, $225/month
Let me explain how this one works
This is where everything starts to come together.
We’re not just handling questions anymore.
We’re not just planning around specific decisions.
We’re stepping back and looking at how everything is working, together.
Your business. Your income. Your taxes. Your life.
This is usually a good fit if…
- you’re running a business and wearing a lot of hats
- you’re making money, but not always sure where it’s all going
- you’re trying to do the right things, but want confirmation you’re on the right track
- you don’t have time to sit down and figure all of this out on your own
- you want someone to help you think through it consistently, not just once in a while
Here’s what I take care of
This builds on Planning, but goes deeper and more consistently.
- ongoing conversations about your financial direction
- helping you understand how your business and personal finances connect
- identifying what’s working, and what needs attention
- helping you decide what to do next, not just reacting to what already happened
And this is where we add structure to it:
- quarterly meetings to step back and review everything together
- a clear, ongoing view of your overall financial picture
- guidance that connects your day-to-day decisions to your long-term direction
- support as things change, grow, and get more complex
What this doesn’t cover
This isn’t full CFO-level reporting or formal financial management.
If you need detailed reporting, forecasting, or ongoing financial operations, that’s where Financial Partnerships comes in.
What it feels like
You’re not trying to hold everything in your head anymore.
You have someone sitting at the table with you, helping you think through decisions, make sense of what’s happening, and move forward with clarity.
This is for the person who’s building something, and wants to make sure it actually supports their life.
Included with this level
- everything in Planning
- deeper, ongoing financial guidance
- Handled Protection included
Handled Protection
Handled Protection
IRS monitoring, included with every membership level.
Side by side
How do the three membership tiers compare?
A quick reference for what is included at each level. Every membership includes Handled Protection.
| What you get | Foundation, $79/mo | Planning, $125/mo | Full Picture, $225/mo |
|---|---|---|---|
| Year round access for questions | Yes | Yes | Yes |
| Help understanding IRS notices and letters | Yes | Yes | Yes |
| Handled Protection (IRS account monitoring) | Yes | Yes | Yes |
| Tax impact review before decisions | No | Yes | Yes |
| Two or more dedicated planning meetings per year | No | Yes | Yes |
| Written planning report and action steps | No | Yes | Yes |
| Risk and opportunity scan | No | Yes | Yes |
| Comprehensive integration of business and personal finances | No | No | Yes |
| Highest level of oversight and ongoing review | No | No | Yes |
| Best fit for | People who want a steady place to check in | People making active financial decisions | Business owners coordinating personal and business finances |
Included with all levels of membership
Client scenario
“A Letter From a Prior Tax Year – And Someone to Call”
The Situation
A tax client I’d worked with for several years reached out in the middle of summer with a letter he’d received from the IRS. It referenced a prior tax year — one I had prepared. He’d been sitting on it for a few weeks, not sure whether to be worried. He didn’t have a membership at the time. He reached out anyway, because he didn’t know where else to turn.
What Changed
We got on a call and looked at it together. It was a CP2000 notice — a mismatch between what was reported on his return and what a 1099 showed. Not an audit, not a demand for payment. A question. The 1099 in question turned out to be duplicate reporting — the income had already been captured correctly on his return under a different form. We drafted a response, pulled the documentation, and submitted it.
Resolved in two weeks. Zero additional liability.
When I launched my membership model, he was one of the first people I reached out to. His response was immediate — something close to “where do I sign.” He told me that the moment of being able to just call someone who already knew his file was worth more than he expected. That’s the experience memberships are built around — not just tax season, but every moment in between when something lands in your mailbox and you don’t know what it means.
The Outcome
He’s now a founding membership client. The scenario that brought him there wasn’t dramatic — it was just a letter that needed someone who knew what they were looking at. That’s most of what year-round access is for. Not emergencies. Just the steady, quiet reassurance of knowing someone’s in your corner when something comes up.
Ready to find your level?
We can start with a conversation and figure out which Membership makes the most sense for your situation.