Handled Tax & AdvisoryClient Portal Book a Call
Beyond the season.

Memberships

Year-round support for the questions and decisions ahead.

Compare the levels Book a Call

Handled Protection is included with every membership.

The Short Version

A place to turn.
All year long.

Questions and decisions come up between tax seasons. Memberships give you a steady place to turn to someone who already knows your situation.

The right level depends on the help you need—with questions, planning, or a regular look at the bigger picture.

Find your starting point

Choose the support
that fits your life.

Start with the help you need now. We can talk through the options together, and adjust the support as things change.

01 / YOUR SUPPORT

Foundation

$79/ month

2025 client rate available

Clients from the 2025 tax year can receive Foundation for $49/month. The standard rate is $79/month. This rate applies to Foundation only.

A steady place for questions, IRS letters, and help understanding what comes up.

  • Questions access throughout the year
  • Help understanding IRS notices and letters
  • IRS account monitoring included

Includes Handled Protection

Explore Foundation details

Who it fits

You want a place to ask questions, help understanding an IRS letter, and someone who already knows your situation when you reach out.

What I help with

  • Answering questions as they come up
  • Helping you understand IRS notices or letters
  • Explaining information that’s unclear
  • Keeping an eye on your authorized IRS account through Handled Protection

When you need more

Foundation is built for questions and ongoing access. Dedicated planning meetings and deeper strategy are part of the next levels.

I’m interested
02 / YOUR SUPPORT

Planning

$125/ month

Think ahead before decisions affect your taxes, with dedicated time for planning.

  • Everything in Foundation
  • At least two planning meetings each year
  • Planning reports and clear action steps

Includes Handled Protection

Explore Planning details

Who it fits

You’re making decisions that affect your taxes, your income is changing, or you want a plan before you act.

What I help with

Everything in Foundation, plus time set aside for planning:

  • At least two dedicated planning meetings each year
  • A planning report after those meetings
  • Clear action steps to follow
  • A look at risks and opportunities you may not have considered
  • Guidance as your income or situation changes

When you need more

Planning focuses on specific decisions and their tax impact. Full Picture brings your business, personal finances, and longer-term direction into a regular review.

I’m interested
03 / YOUR SUPPORT

Full Picture

$225/ month

Bring your business, taxes, and personal finances into one regular conversation.

  • Quarterly review meetings
  • Reports and deliverables
  • Guidance connecting family and business finances

Includes Handled Protection

Explore Full Picture details

Who it fits

You’re running a business, balancing family and business finances, or want a clearer view of how everything works together.

What I help with

You have the questions access, planning support, and Handled Protection from the other levels, with quarterly meetings to review the wider picture.

  • Quarterly meetings to review your financial direction
  • Reports and deliverables from those reviews
  • A bookkeeping-to-tax overview to keep the records aligned with your planning and goals
  • A look at how your business and personal finances connect
  • Clear next steps based on what’s working and what needs attention
  • Support as your situation grows or changes

When you need more

Monthly meetings, detailed forecasts, and ongoing financial management belong in Financial Partnerships.

Learn about Financial Partnerships
I’m interested

Memberships cover ongoing support. Tax return preparation is a separate service.

Included with every level

Handled
Protection

IRS monitoring, included with Foundation, Planning, and Full Picture.

Your IRS account can change after you file. Handled Protection helps us see that activity, review changes, and talk about anything that needs attention.

  • A clearer view of returns, payments, and balances
  • Alerts about account changes that may need a closer look
  • Transcripts and tax history to help us understand what happened
Explore Handled Protection
Support beyond the season

A letter.
A question.
Someone to call.

From Amanda’s client work

A longtime client contacted me in the middle of summer after receiving an IRS letter about a prior-year return I had prepared. He had set it aside, unsure what it meant.

We reviewed it together and found duplicate income reporting. The income was already included on his return. I helped him respond with the supporting records, and no additional tax was due.

He later became a membership client. Having someone who knew his file—and could help him understand the next step—was what mattered.

Before you choose

A few common
questions

You don’t have to know which level you need before we talk.

Is tax return preparation included?

Tax return preparation is a separate service. Your membership provides ongoing questions access, monitoring, and the planning support included in your level.

Explore Tax Preparation

Is Handled Protection included at every level?

Yes. Foundation, Planning, and Full Picture all include Handled Protection. There is no separate monitoring charge added to your membership price.

See how Handled Protection works

Who can receive the $49 Foundation rate?

Clients from the 2025 tax year can receive Foundation for $49/month instead of the standard $79/month. This rate is for Foundation only. Planning is $125/month and Full Picture is $225/month.

How is Full Picture different from Financial Partnerships?

Full Picture includes quarterly meetings with reports and deliverables, connecting your business and personal financial picture.

Financial Partnerships provide monthly meetings and deeper support with financial reviews, forecasting, and the running of your business finances.

What happens if I receive an IRS letter?

Send it to me promptly so we can review what it says and what needs to happen next. Foundation includes help understanding IRS notices and letters.

Audit representation, tax resolution, or other work beyond your membership’s scope is discussed separately.

How do we get started?

Complete the membership interest form or book a call. We’ll discuss your needs, choose a level, and review the scope, pricing, and membership terms before you enroll.

Beyond the season.

Let’s find your
starting point.

Tell me what you need help with. We’ll talk through the right level of support.

I’m interested — let’s connect Book a Call
Handled Tax & Advisory