Transparent engagement terms for strategic wealth.
Two ways to work with us — a self-guided dashboard for the DIY-minded, or a dedicated advisory relationship, from a defined planning engagement to a full concierge relationship for complex situations.
MyTaxDashboard
Your Five Pillars plan, built through automation. Upload your return, and your dashboard identifies which pillars apply to you — no advisor calls, no waiting on a consultation.
- Automated Five Pillars plan, built from your tax return
- Personal Tax Dashboard with projected savings
- Self-directed — upgrade to a Membership tier anytime for hands-on implementation
Concierge Tax Advisor
For clients whose finances have outgrown a single tax return. Concierge is a trusted advisor relationship — not a wealth management platform where you’re a small account. We become your tax advisor, corporate secretary, and family office coordinator in one, with direct personal access and monthly live tax estimates as your financial picture moves.
$25,000 initial engagement fee, plus an ongoing advisory retainer based on assets under advisement — details discussed on application.
Apply for ConciergeWhat happens if the numbers don’t work out
The 10x Guarantee
If we don’t identify tax savings of at least 10x your engagement fee, we refund your fee in full.
Access, Not a Multiple
This tier is built around access, responsiveness, and the relief of having one advisor manage your full financial picture — not a savings multiple. We’ll discuss expected outcomes directly during your application call.
Elizabeth Mannette, Esq. — Harvard Law, NYU LL.M. in Taxation. Founder of TaxZero Club and owner of David Beck Tax and Lefferts Tax, the compliance arm of her advisory group. Over 1,000 exclusive high-earner clients served in the last three years.
Membership FAQ
Tier 3 covers a defined, comprehensive planning engagement, including entity formation. Concierge adds full family office coordination — trust administration, banking oversight, philanthropy, and continuity planning — with direct, ongoing access to your advisor.
Concierge begins with a qualification conversation to understand your financial picture and goals before terms are discussed — this ensures the fee structure and scope genuinely fit your situation.
Each plan is developed from an assessment using our customized questionnaire, linked to the data shown in your tax return — so every plan is unique to the member.