The Stewardship Plan
No surprises, all year, for one published price.
We start by reading three years of your IRS record for what was missed. Then we stay with you all year: a projection while there is still time to act, your return, and every IRS notice read within two business days.
- Families who want next April to hold no surprises
- Anyone with a big decision coming: retirement, an inheritance, a sale
- Business owners who want the entity return and quarterly estimates handled with the rest
What it costs, in full, before any call
One price for a year, paid up front. Every price is here before any meeting. Founding Members join at the founding price through November 15, 2026, for the first 20 families. 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.
| Membership | What it includes | Fee |
|---|---|---|
| The Stewardship Plan |
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$2,400 a yearFounding: $1,800 |
| The Stewardship Plan for a business | Everything above, plus:
|
$4,800 a yearFounding: $3,600 |
| Tax Strategy Session | Without a year's membership: one decision, the transcript pull and review, a planning meeting with James, and a written action plan within ten business days. | $750 to $1,500, quoted by James |
- A sole proprietor with no employees or contractors is an individual member; any entity or Schedule C that pays workers is a business member.
- Fees are fixed and never contingent on a result. No outcome is ever promised.
- Full refund if you cancel before James begins. Once work begins, fees are earned as delivered.
- Monitoring covers your IRS account only.
What a year looks like
Within ten days of your IRS records. Your Three-Year Transcript Review: refunds you can still claim, credits never taken, penalties that may qualify for removal, and income the IRS has on file that your return didn’t. Where a finding has a deadline, you get the date.
In the fall. A projection of this year’s taxes while there is still time to act before December 31.
In the spring. A pre-filing check, then your federal and state return, with Priority Filing included.
In the summer. Your Retirement Tax Picture: the taxes ahead in retirement and the choices that change them, so the biggest decisions are made on numbers. It is refreshed every year you’re a member, because your life and the tax law keep changing.
All year. Monthly monitoring of your IRS account, with every notice read within two business days. One life-event session when something changes. Member office hours twice a month.
Business members add the entity return, quarterly estimated tax calculations with reminders, and a mid-year business planning session.
See one member's year
Morgan runs her work through her own S-Corporation. Her first year on her own ended with a surprise she didn’t want to repeat. Read Morgan’s case study for what we built together and what is different now.
What happens after you reach out
Seven steps, the same for every family. You hear the price on the first call, and nobody reads your records until you've signed.
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You answer one question
Seven answers, five minutes, no documents.
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You get a call within one business day
A person, not a queue. You learn which kind of help fits and what the first step costs.
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Your proposal and IRS authorization arrive the same day
Both in your portal. The proposal states the fee in full. Form 8821 lets us see your IRS account and nothing more. You also upload a photo ID, so we know the authorization is really yours.
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You sign and pay
Nothing is charged before this. Resolution and the Plan are paid at signing; a return on its own, before filing. Full refund if you cancel before James begins.
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Your authorization goes to the IRS
The same business day you sign. Nobody reads your records before you've signed.
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Your records come in
Usually one to two weeks. Every delivery date after this counts from the day they arrive.
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The work starts
A Resolution Roadmap within two weeks of records in hand; a Three-Year Review within ten days. Your portal shows where your file is, and you get a text when the work starts and when it's ready.
You always know exactly where your file is.
Questions families ask about the Plan
When does my year start?
The day you sign and pay. Your IRS authorization goes in the same business day, and your Three-Year Transcript Review arrives within ten days of the records. Members who join by November 15, 2026 are scheduled for their year-end projection before the year closes, once their proposal is signed and their records are in.
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 isn't included?
Bookkeeping, payroll, sales tax, cleanup, and additional entities are quoted separately. Monitoring covers your IRS account only. Reading and explaining are included: every finding and every notice, with what it means. If acting on one takes extra work, such as an amended return, it is quoted before it begins, never added after.
What if I only have one decision to make?
That is the Tax Strategy Session: one decision, the transcript pull and review, a planning meeting with James, and a written action plan within ten business days. $750 to $1,500, quoted by James. When it’s done, you can join the Plan or not.
How do I pay?
Once a year, up front, through the proposal in your portal. The price on the proposal is the price on this page.
What happens if a plan shows a gap in protection?
We name it, because protecting the people who depend on you is the foundation of the plan. Closing the gap is a separate conversation with James Paige IV as a licensed insurance agent, apart from your tax work, and it happens only with your separate written consent. “Not now” gets the same care as yes.
Who does the work?
Your review, projections, and plan come from James Paige IV, an Enrolled Agent. Karigan Paige, GN co-founder, books your meetings, keeps your portal up to date, and is the first person to call with any question.
Three ways to reach GN
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Start
One question, five minutes. The form opens your portal, and a call comes within one business day.
What's going on with your taxes? -
Call
(443) 390-5488
Monday to Saturday, 9 to 6 Eastern. After hours, leave a message or use the form. -
Message
A short note answered the same business day.
Send a message