Tax Reduction & Wealth Mapping Membership
This membership is a shift from a once-a-year tax preparer to a year-round planning and protection relationship, with someone looking at your whole financial picture, not just your return. Here is what you will have in hand by Day 30, how the month runs, and what continues after that.
Four things anchor your onboarding
By Day 30 you should have all four, plus a clear, agreed plan for what to implement before year-end.
Your one-page Wealth Map
Your whole financial picture in a single view: what you own, what you owe, what it earns, where the risk is concentrated, and what is titled where.
A preliminary tax reduction plan
Lawful strategies you can still act on this year, drawn from your returns and your Wealth Map rather than a checklist.
A prior-year review
Up to three past returns checked for money you may have missed: credits, deductions or elections that were never claimed.
A plan to act
Agreed next steps with what to implement before year-end, and who does what.
Two live meetings anchor the month
Your Kickoff Call and your Results Review. Everything in between is intake, analysis and building your deliverables, and most of it moves forward through short messages from us rather than requiring anything further from you.
| Days | Phase | What's happening | What we need from you |
|---|---|---|---|
| Day 0 | Welcome | You enroll, e-sign your engagement letter and consents, and get your secure portal invite. | Sign and activate your portal. |
| Days 1–2 | Intake | We send a short set of questionnaires, including the one that builds your Wealth Map, and request your last three years of tax returns. | Upload your last three years of returns first; complete the questionnaires at your own pace. |
| Days 3–5 | Kickoff Call | A 45–60 minute live call with Martin: your goals first, then the roadmap for the month, document priorities, and what happens after onboarding. | Come with your goals in mind; this call sets the direction for everything that follows. |
| Days 5–10 | Collect | We review up to three years of your past returns, checking for missed money. | Nothing. This is our work, using what you've already uploaded. |
| Days 10–18 | Build | We build your one-page Wealth Map from your questionnaire answers and draft preliminary tax-reduction strategies you could still act on this year. | Nothing. This is our work. |
| Days 18–25 | Prepare | We finalize the plan and prior-year findings and schedule your Results Review. | Confirm a time for your Results Review. |
| Days 25–30 | Results Review | A live meeting where Martin presents your Wealth Map, your preliminary tax plan, what the prior-year review found, and an agreed plan of what to implement before year-end. | Review the plan with us and agree on next steps. |
One thing intentionally isn't part of these first 30 days: setting up your IRS Online Account. That happens later, at the meeting where we implement your strategies, once your membership is underway.
After your first 30 days
Onboarding is the beginning, not the whole relationship. Once your plan is in place, your membership continues as an ongoing, year-round relationship rather than a once-a-year filing. We'll be in touch as strategies are implemented and as your situation changes, instead of waiting for next tax season to talk again.
Members who go on to need estate documents, a new entity, or a plan for selling a business move into those engagements from inside the membership, with the Wealth Map already built and the file already organized.
The strategies members ask about
Every plan is built from your own returns, but the questions repeat: whether to start or restructure a business; whether a short-term rental or a family management company fits your picture; whether you or your spouse qualify as a real estate professional; how to time retirement contributions and Roth conversions; how to handle a concentrated stock position without a large gain; how to set up the year so the estimated payments are right and the surprises are gone.
A first talk is free, and it is short.
Bring what you have, even if it is a rough number and a rough timeline. Martin will tell you plainly what can be done now and what has to wait. No pressure to sign anything.