You picked
I want to plan ahead so taxes never surprise me
Planning ahead means next April holds no surprises, because the decisions were made while there was still time to make them. The Plan is one price for a whole year, and it begins by reading three years of your IRS record for what was missed.
Opens our secure client portal, run by TaxDome: one question, about five minutes, nothing to pay. Or call Karigan at (443) 390-5488, Monday to Saturday, 9 to 6 Eastern.
What happens next
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1
You start, or you call
Karigan calls you back within one business day, answers your questions, and sends your proposal and IRS authorization to your portal the same day.
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Your year begins the day you sign
$1,800 a year for Founding Members through November 15, 2026, $2,400 after. Paid once, up front, through the proposal. Business membership, which adds the entity return and quarterly estimates, is quoted on the call.
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Your first finding within ten days of your records
Your Three-Year Transcript Review: refunds you can still claim, credits never taken, penalties that may qualify for removal. Then the fall projection, your return in the spring, your Retirement Tax Picture in the summer, and every IRS notice read within two business days, all year.
For the first 20 families who join by November 15, 2026. Your place counts from the day your signup is in, even if your proposal is signed after. Founding Members keep their price for as long as they stay continuously enrolled.
Questions people ask
Am I an individual member or a business member?
A sole proprietor with no employees or contractors is an individual member; any entity or Schedule C that pays workers is a business member.
What if I only have one decision to make?
That is the Tax Strategy Session, a one-time plan for one decision. It is the next answer on the list.
Want the whole picture?
Read the Stewardship Plan in full: what a year looks like, how it is priced, and every question families ask.