The Vault

Not ready for full-on tax prep? No problem.

The Vault gives you everything you need to stay organized, compliant, and confident all year: checklists, reminders, expert videos, and access to our team for quick questions. No Zoom calls. No filing. Just support where it counts. 

For just $100/month, you’ll get: 

  • A new tax resource drop every month 

  • Priority access to our team for quick questions 

  • Quarterly reminders + checklists 

  • A vault of tools to help you stay audit-ready

  • No 1:1 calls, no tax filing - just all the support you need to stay ahead