Which TaxMama® Membership Do You Need?

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$325 (annually)
20% Off most TaxMama® Courses
Priority answers on the “Family Only” Ask TaxMama® forums
Monthly TaxMama® online breakfast Roundtable chats – ask any tax or business question
Up to 30 hours of Live CPE credits for EAs, CPAs, and OTRP for returning students to TaxMama’s® EA Review Course
Note: The Self-Study CPE is a separate system with an additional cost
Dedicated “Family Only” discounts & resources
Free Tax Webinars throughout the year
Join the family!

*Note: Charter Family members can renew at their original sign-up price (but once you fail to renew – the current prices will apply)

Minimum Fee $10,000
For businesses that are already successful & ready to focus on tax savings and profit growth
Chart of Accounts review and update Bookkeeping review and recommendations
Note: We do not do your bookkeeping for you - we work with your team
In depth review of your business tax return
4 private Consultations with Team TaxMama® during the year
In depth tax planning for personal and business
Note: This does not include tax preparation - just planning
Entity review - to determine if your business should be a corporation, S corporation, partnership, or...
Note: We don't implement the recommendations - but connect you to the professionals who can set everything up.
You must be approved by TaxMama® first