Concierge Tax VIP
&
Support Membership
All Year
support service for individuals and business
owners with $300,000+ in annual income who want
predictability, protection, and professional
access—without full tax planning.
Who This Membership Is For This Is Not a Fit If You:
- Earn $300,000+ in Adjusted Gross Income
- Have multiple income sources and/or business entities
- Value structure, boundaries, and professionalism
- Want year-round tax readiness—not last-minute fixes
- Prefer predictable monthly billing over large one-time invoices
- Want unlimited or on-demand advisory access
- Prefer hourly billing
- Only want one-time filing
- Are looking for the lowest-cost option
This Is Not Traditional Tax Prep
Most tax preparation happens once a year—after everything has already happened.
That leaves high-income earners:
- reacting to surprises
- guessing quarterly estimates
- stressed by IRS correspondence
- unclear about where they stand
CT-VIP replaces reaction with structure. This membership is designed to support you before, during, and after filing, so April becomes routine—not stressful.
What the Membership Includes
Your Concierge Tax - VIP Tax Preparation & Support Membership includes:
- Preparation and filing of all contracted tax returns
- Dependent 1040s included with the primary return
- Complementary amended return filing when late or corrected forms are received for covered returns
- Audit support for returns we prepare, for up to three (3) years
- IRS and state correspondence review during the membership term
- Quarterly check-in meetings to review income, estimates, and filing posture
- Email access with a 24-hour business-day response target
- Ability to schedule short tax consult calls via virtual calendar
- Annual Tax Position Summary (1-page overview)
- IRS account transcript access when helpful for issue resolution
- Extension management, when appropriate
- Secure client portal and continuity of records
What Not Included
To maintain clarity and service quality, this membership does not include:
- Tax planning or strategy design
- Entity restructuring or modeling
- Investment or legal advice
- Unlimited or unscheduled access
Pricing & Structure
Pricing is based on the type and number of returns prepared, not hours or vague “advisory” labels.
Starting Monthly Membership Pricing
(12-month agreement, billed monthly)
- Individual 1040 — from $147 per month
(Includes dependent 1040s)
- Single Member LLCs and Sole-Props—
from $47 per month, per Sch C
- Additional entity returns (1120S, 1065, 1120, etc.)
from $167 per month, per entity
Final pricing is confirmed after a brief complexity review.
Membership runs May 1 through April 30
This is a 12-month engagement and is not month-to-month
Prior-year returns are billed separately
Taxes don’t happen once a year—they accumulate all year.
A fixed annual membership allows us to:
- provide consistent support
- manage audit and correspondence coverage responsibly
- limit capacity and remain responsive
- avoid reactive, last-minute work
Capacity Is Intentionally Limited
To deliver this service at a high level, we accept no more than 20 new members per year.
When capacity is reached:
- Applications paused
- Waitlist opens
- Service quality remains intact
As a thank you for visiting Concierge Tax VIP, grab your free download of Power of Tax Planning to learn how a more structured approach can reduce stress and improve decision making all year.
Download Now
The Next Step
If this structure aligns with how you prefer to work:
Apply for the CT-VIP Tax Preparation & Support Membership
Applications are reviewed individually.
Acceptance is based on income, complexity, and fit.
Contact:
T: +1.877.776.6829
Email: connect@conciergetax.vip
Why Us?
The CT-VIP Tax Preparation & Support Membership provides high-income earners with clean filings, year-round protection, and structured professional access—without the cost or commitment of full tax planning.
