Operation Zero TaxTax Strategy & Advisory
How we work together

Choose your level of access.

From compliance handled for you to a private partnership that runs your entire tax and wealth strategy — pay the legal minimum, and build lasting wealth while you do it.

Advisory

Compliance, handled.
Let's talkPricing on your call
  • Bookkeeping, payroll & tax prep
  • 3 check-ins a year
  • Standard turnaround
Open enrollment

VIP

Compliance — and you're first.
Let's talkPricing on your call
  • Everything in Advisory
  • 6 check-ins a year
  • Named account manager
  • 24-hour response
Open enrollment

Legacy

Your year-round strategy partner.
Let's talkPricing on your call
  • Everything in VIP
  • Proactive year-round tax strategy
  • Monthly contact (12/yr)
  • Quarterly strategy sessions
  • Done-for-you, start to finish
Most clients start here
Most Access

Priority

We're available when you need us.
By ApplicationQualification required
  • Everything in Legacy
  • Unlimited access + standing time with Ken
  • Same-day response
  • Projected savings shown before you commit
  • Up to 3 entities + family returns
Limited to 10 clients
Invitation Only

Inner Circle

We run your tax & wealth strategy.
By ApplicationBy invitation only
  • Everything in Priority
  • Ken personally — direct line, on-demand
  • Quarterly in-person strategy, anywhere
  • Estate, legacy & wealth quarterbacking
  • Work starts the same day
Capped at 5 clients
The difference, in one line each:  Advisory buys competence  ·  VIP buys the front of the line  ·  Legacy buys a year-round strategy partner  ·  Priority buys our availability  ·  Inner Circle buys our execution.
Our promise

Real numbers. Real communication.

Savings, shown up front

Before you commit, we map the specific strategies and the projected savings for your situation — so you decide with real numbers in front of you, not a leap of faith. On our strategy tiers, you'll know what we expect to save you before you ever sign.

Communication, year-round

You'll never wonder where things stand. Every tier includes a real person to talk to on a set cadence — not a portal, not tax season only. The higher the tier, the faster we move and the more of us you get.

Not sure which tier fits?

Book a free 20-minute call and we'll find your tier — and your number — together.

Book your free strategy call →