If we don’t identify tax savings of at least 10x your engagement fee, we refund your fee in full.
The Rooftop
Lounge on the Rooftop.
Enjoy your life, using
taxes as seed capital.
The Rooftop is where you relax and share your lessons learned and taxes saved. Share your goals and aspirations with others on their own journey. No judgement. Only support.
Building Your Startup
Launching a Nonprofit
Targeting Early Retirement
Building a Real Estate Empire
Investing in Energy Infrastructure
Funding Renewables
The Library
Learn and grow. Browse digital content from the Club: ebooks, playbooks, guides, and newsletters. Sign up for what you want to read; each item is available at a cost.
What happens if the
numbers don’t work out.
Tiers 1–3
The 10x Guarantee
Family office advisory
Access, not a multiple
This engagement 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.