Tax Shell Wealth Strategy Membership
Year-round tax planning for high-income earners who want to keep more and build with confidence.
Our services are delivered exclusively through a 12-month advisory membership. This allows us to plan proactively, adjust strategically, and partner with you throughout the year.
TIER I - FOUNDATION
$10,000 / year
Best for:
Growing business owners and early high-income entrepreneurs
Includes:
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Tax Strategy Blueprint
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Entity structure review
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Quarterly planning meetings
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Ongoing advisory support (email/portal)
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Business + personal tax return preparation
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Audit-ready compliance guidance
TIER II - GROWTH (Most Popular)
$20,000 / year
Best for:
Seven-figure earners with multiple income streams
Includes everything in Foundation, plus:
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Enhanced quarterly forecasting
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Payroll optimization strategy
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Compensation and deduction planning
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Two strategy touchpoints per quarter
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Priority advisory access
TIER III - LEGACY
$35,000–$50,000/year
Best for:
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Multi-entity entrepreneurs
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Public-facing brands
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High net worth families
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Complex structures
Includes everything in Growth, plus:
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Monthly strategy access
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Attorney coordination
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Advanced tax minimization planning
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Priority scheduling
Most clients save more than the membership cost.
Typical savings:
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S-Corp optimization: $10K–$30K/year
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Retirement planning: $5K–$20K/year
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Deduction capture: $5K–$15K/year
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Audit prevention: priceless
