Consulting
Where we work with you directly
The tools, the written material and the return review preview are free and always will be. Consulting is the other half: one-on-one tax planning, and training built on the same tools — for your team, in an open workshop, or at your own pace.
For individuals · one-on-one
Tax planning
Your own return and your own decisions, worked through with a person rather than a preview. This is the service the dashboard’s three questions are meant to lead into.
For organizations
Team training
Custom sessions built around your team, your questions, and the decisions you actually make. Remote or in person.
For individuals · scheduled
Public workshops
Open-enrollment sessions you can join on your own, without an organization behind you.
Self-paced
On-demand course
Work through the material on your own schedule, in the order the tools are built in.
To be built
Formats, curriculum, delivery options and pricing for all four. Each one has its own page with what is settled so far, and each of those pages is still scaffolding — stated plainly rather than papered over, because a service page that reads finished when the service is not is worse than an empty one.
The open question underneath all of them is the same: anything that touches an individual’s planning carries professional-licensing obligations, and who performs that work under which credentials is not settled yet. Training does not carry that constraint, so it is likely to be first.
Want to see the material first?
Everything we train on is already on the site for free — the tools, the written guides, and the return review preview. Nothing here is behind the enquiry.