Teaching Tax Flow is the new way to take control of your taxes. For so long, you HOPED your tax professional educated you on all of your tax-saving strategies.

After over 40+ years of hearing, “I wish someone would have told me about this years ago”, we exist to help you eliminate the fear of missing out. Included in your membership is a library of lessons, videos, and strategies, that are constantly updated to ensure that you are up to date with all possible strategies, as soon as they become available.  

That’s up to you! While we recommend a full membership at roughly $100 a month (deductible), you may be more comfortable purchasing a specific mini-lesson. If you have questions that are more specific and may need multiple strategies, we recommend booking a coaching session (also deductible, are you seeing a trend here?). You might want one session, or like many members, you may want to meet quarterly and have us on your board of directors.

We can help you figure out which session is best for you. CLICK HERE to schedule a one-on-one with our Vice President of Member Engagement to discuss which option is best for you!  

NO! A qualified accounting professional is required to make sure you are well within the federal tax guidelines. If you do not have a CPA you trust, click this link to schedule a free one-on-one with our Vice President of Member Engagement, and we can help you find the right now! We can also help you break up with your old one if you would like that help.  

Yes! Through our strategic partnerships, we have not only found the right firms that cater to our members, but we have had them go through training on our proprietary tax planning process. They are skilled, knowledgeable, and trusted. We will create a white-glove experience, ensuring that you are best served in every facet of your financial plan.  

If you have any questions, CLICK HERE to schedule a meeting with Nate Hamil, VP of Member Engagement.