Strategic Tax Coaching Program ADD-ONS

PURCHASE Add-Ons

Our Most Popular Add-Ons

ANNUAL UPDATE
PROGRAM
PER YEAR

  • Every year the tax codes change, the rules change
  • Are you sure that your previously written plan is still good?
  • Do you want an update created to make sure you are following all the new rules? Then this option is for you!

ADDITIONAL COACHING
SESSIONS

  • (3) 30 minute digital sessions with The Tax Goddess.
  • Specific additional direction & help from our qualified professional team (CPSs, MBAs, CTCs, CYSs, etc, etc)
  • We welcome your other professionals’ involvement in these meetings so they will have all relevant information to your tax strategies (financial advisors, insurance professionals, lawyers, etc).
PURCHASE Add-Ons

Additional Addons available for purchase

ADDITIONAL
CALCULATIONS &
“TEAM” APPROACH

  • Our coaches will work with your team of professionals (your attorney, insurance professional, financial advisors, etc.) to ensure that your strategies will work without negatively impacting any other programs you have in place with your other professionals (Three hours total limit).
  • We integrate additional calculations (depending on your strategies) so that you can see the “real-world” outcomes of the strategies for long-term estimates.
  • In many cases, these discussions can lead to additional savings (when you get all the technical “big brains” focused on one project, you get AMAZING results!).

ACCOUNTABILITY
COACHING
PER MONTH

  • 15 minute phone calls once a week with one of our coaches.
  • Our coaches hold you accountable (to get the most value out of your investment by making sure you actually implement your program).
  • Our coaches are sources of knowledge for additional vendors you may need, connections to other industries and professionals who can really boost the impact of your plan!

Our Ironclad Guarantee

With any purchase you will receive our estimated Return on Investment results assessment. Assuming that you implement all of the strategies we suggest, our 100% money-back guarantee is that if your ROI is less than your investment we will cut you a check for the difference!

PURCHASE Add-Ons
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