Early-bird annual
$2,500
Paid in full. Available through November 30.
Early-bird $2,500 available through November 30 · Enrollment closes December 31
The Elite Business Owners Membership
One flat fee. Your whole financial back office.
The Elite Business Owners Membership bundles bookkeeping, tax filing, financial reporting, coaching, and priority tax-issue help — so you start the new year with your books current and your returns handled.
Enroll Now — Enrollment Closes December 31Four ways to pay
Annual
$3,000
Paid in full. Standard annual rate.
Quarterly
$900
Per quarter ($3,600/year). Billed quarterly.
Monthly
$350
Per month ($4,200/year). Billed monthly.
Payments processed securely through QuickBooks or Square. The membership auto-renews each service year unless you give notice of non-renewal. Membership fees are non-refundable once the paid period begins.
What’s included
Everything in one membership
Bookkeeping with quarterly P&Ls
Profit-and-loss statements emailed by the 15th after each quarter-end (April 15, July 15, October 15, January 15), each with an optional 20-minute review call.
Tax filing for covered returns
For the returns and business entities identified and accepted at onboarding — including amended individual returns (Form 1040-X) for covered returns, at no extra cost.
Annual financial reporting statements
A clear yearly view of your numbers to support planning and conversations.
Strategy sessions
One wealth-building strategy session during the service year, plus one fourth-quarter Healthy Return Strategy session.
Priority tax-issue access
Up to two hours per quarter for tax questions and issues (unused time does not carry forward).
Business and life coaching
Coaching as reasonably scheduled, plus CPA certification of tax returns if needed (stated value $1,000 per return, subject to CPA availability and professional standards).
Member-rate add-ons
Trust, Power of Attorney, and Will Package
$850, provided under separate engagement by a licensed attorney. Tax Masters does not provide legal advice or representation.
Amended individual returns (Form 1040-X)
Already included as part of tax filing for the returns covered by your membership — not billed as an add-on.
How it works
From enrollment to a handled year
1
Enroll during open enrollment (Q4, closing December 31).
2
Complete a short questionnaire and a 45-minute onboarding session.
3
Receive your action plan.
4
Get quarterly P&Ls by the 15th after each quarter-end, with an optional review call.
5
Finish the year with your Healthy Return Strategy session and annual reporting.
Questions, answered
When can I enroll?
Enrollment is open only during the fourth quarter. Early-bird pricing runs through November 30; enrollment closes December 31. After that, join the waitlist for next year.
Can I join mid-year?
No — there is no mid-year or prorated enrollment. Non-members may request services separately at à la carte rates until the next open enrollment period.
Which payment options are there?
Early-bird annual $2,500 (through Nov 30), annual $3,000, quarterly $900, or monthly $350. Processed through QuickBooks or Square.
What if I need an amended return?
Amended individual returns (Form 1040-X) for the returns covered by your membership are included as part of tax filing.
Does this guarantee a tax outcome?
No. Tax Masters does not guarantee any particular tax result, refund, or financial outcome. Outcomes depend on your facts, records, and applicable law.
How does renewal work?
The membership auto-renews unless notice of non-renewal is given. Renewal information is presented each October, with at least 30 days’ written notice of any price change.
Start 2027 with your books current and your returns handled.
Enrollment closes December 31. Payments processed through QuickBooks or Square.