Tax Advisory Membership
Your tax firm should
know you in February.
A year-round advisory relationship — not an annual filing transaction. Strategy, clarity, and access built around your financial life.
Our Approach
Tax planning is not
a seasonal event.
Most firms show up in March. We're already thinking about your October. Your tax exposure, your entity structure, your next move — these are living questions that deserve a standing relationship, not a once-a-year scramble.
Memberships gives you a dedicated advisory team that understands your full financial picture — and works proactively to protect it.
MEMBERSHIP TIERS
Choose your level
member access
Every membership includes year-round access to your advisory team, a secure document vault, and proactive planning — not just filing.
Essential
Employees & Simple Returns
$99/mo
Billed $1,188 annually
Federal + 1 state return
Annual planning call (60 min)
Secure document vault
Email support, 48hr SLA
Proactive tax alerts
Essential
Employees & Simple Returns
$99/mo
Billed $1,188 annually
Federal + 1 state return
Annual planning call (60 min)
Secure document vault
Email support, 48hr SLA
Proactive tax alerts
Essential
Employees & Simple Returns
$99/mo
Billed $1,188 annually
Federal + 1 state return
Annual planning call (60 min)
Secure document vault
Email support, 48hr SLA
Proactive tax alerts
Essential
Employees & Simple Returns
$99/mo
Billed $1,188 annually
Federal + 1 state return
Annual planning call (60 min)
Secure document vault
Email support, 48hr SLA
Proactive tax alerts
Onboarding
From signup to
clarity in 30 days
Our onboarding process is designed to surface immediate planning opportunities — often delivering tangible value before your first return is ever filed.
-
You receive portal access, a document checklist, and a personal introduction from your Client Success Coordinator within 24 hours.
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Complete a structured intake covering your income sources, entities, life events, and goals. We review your prior two years of returns
-
Your lead advisor walks through immediate opportunities — missed deductions, structural inefficiencies, and a 12-month planning horizon.
-
A clear, written plan delivered to your portal: projected liability, three priority actions, and key deadlines for the year ahead.
-
Scheduled check-ins, proactive alerts, and direct access to your team — every month, not just April.
MEMBERSHIP TIERS
Choose your level
member access
Every membership includes year-round access to your advisory team, a secure document vault, and proactive planning — not just filing.
Essential
Employees & Simple Returns
$99/mo
Billed $1,188 annually
Federal + 1 state return
Annual planning call (60 min)
Secure document vault
Email support, 48hr SLA
Proactive tax alerts
Essential
Employees & Simple Returns
$99/mo
Billed $1,188 annually
Federal + 1 state return
Annual planning call (60 min)
Secure document vault
Email support, 48hr SLA
Proactive tax alerts
Essential
Employees & Simple Returns
$99/mo
Billed $1,188 annually
Federal + 1 state return
Annual planning call (60 min)
Secure document vault
Email support, 48hr SLA
Proactive tax alerts
Essential
Employees & Simple Returns
$99/mo
Billed $1,188 annually
Federal + 1 state return
Annual planning call (60 min)
Secure document vault
Email support, 48hr SLA
Proactive tax alerts
Your financial life
deserves continuity.
Stop filing. Start planning. A Goldbrigde membership is the last tax relationship you'll need to find.