The Tax Advisory Plan: Pricing, Team Structure, and Why It's Not on Our Website

Marcus and Rachel break down their Tax Advisory Plan (TAP), the $500/month individual tax offering built for high-income clients, referrals, and business owners exiting their companies. They cover pricing, onboarding fees, the "team of three" structure, and why they deliberately cap new TAP clients at 10 per year and keep the service off their website. Sponsors Discover.AI -  discover.ai  Introducing Collective by DBA https://collective.cpa https://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisors https://www.dillonadvisors.com https://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome to Who's Really the Boss Podcast (01:02) - Why Create TAP (02:24) - Lessons From AIM (04:28) - TAP Pitch and Inclusions (05:50) - Pricing and Add Ons (08:44) - Who TAP Is For (10:01) - Off Ramp Client Story (15:13) - Onboarding Fees Explained (21:31) - Team of Three Handoff (26:46) - Role Breakdown and Workflow (34:28) - Capacity Goals for TAP (36:07) - Jerry Case Study (46:59) - Kickoff and Early Wins (52:16) - Wrap Up and Secret Menu