One offering, two inseparable halves: a tax-planning platform — and a 4-week cohort that teaches you to drive it. You leave with a 10-year plan your CPA can execute.
That's compliance — and a good CPA does it brilliantly. But planning is a different job: it's about the year that hasn't happened yet. Most high earners have no proactive plan, so the single biggest expense of their life runs on autopilot. The cohort exists to put you in charge of it.
Learn these five and you can judge any tax idea that ever comes your way — you lead with the principle, never the jargon.
Some income is legally never taxed. The first move is recognizing where yours could be.
Money you're already spending, captured properly, becomes a legitimate deduction.
The same dollar taxed as long-term gains instead of ordinary income keeps far more of itself.
Delay the bill while the money keeps compounding for you in the meantime.
The right structure turns a one-time saving into a permanent advantage.
Not two products. Your enrollment is your access. The platform is what you use; the cohort is how you learn to use it.
Real software a developer-turned-CPA built — not templates.
Eight live sessions that walk you through the platform.
Before a single strategy, the platform scores you across ten dimensions — so your plan is built on your reality, not a template.
In your first week you build two reports. One shows you who you are financially. The other shows you the stakes.
Your annual overpayment, compounded at the market's long-term average over 30 years — shown as one number you can't unsee.
Illustrative only. Your real figure comes from your Tax & Wealth Gap Report. Library strategies have helped clients save 30–60% with disciplined, CPA-executed implementation.
Your financial identity — a composite score, your top three priorities, and all ten drivers laid out plainly.
"You know me."The stakes — your bill built from six simultaneous tax systems, then the 30-year compounded gap as one figure.
"It's real. It's big. Here's the path."You move through it alongside a group — never solo — with Mark on camera live, and every session recorded.
Build your profile and both reports. This is the week you decide.
Meet the strategies matched to you and learn to read the honest ratings.
The "ordeal" week — finalize your plan in the grid, sequencing and all.
Submit your plan to your advisor and start executing it for real.
"I don't understand taxes"
"I understand taxes"
"I can evaluate strategies"
"I can choose strategies"
"I can build a plan"
"I think like a strategic wealth builder"
"I was a software developer before I was a CPA — which is why this is real software, not a stack of spreadsheets. I teach every cohort myself, on camera."
Your enrollment is the course and the platform together — there's no separate software to buy.
Then $197/month to keep the platform, annual replanning, weekly AMAs, plan reviews, and law updates alive.
Week 1 is gated to profile-building: complete the questionnaire, get both reports, then decide. If the Wealth Profile and Tax & Wealth Gap reports haven't shown you something you didn't know, get your money back. It's built into the platform — not a promise, a structure.
No. Every strategy is legitimate, documented, and executed by your CPA. We rate the audit risk of each one honestly — and never hide a downside.
No — it directs them. Your CPA does compliance brilliantly. The platform builds the proactive plan they execute. Mark's a CPA himself; this is built to work with yours.
That's exactly what Week 1 is for. You build your profile and both reports first, then decide — with the money-back window in place if it didn't show you something new.
High-income business owners and real estate investors past the startup stage — typically $500K–$10M household income with a real tax bill. Not for pre-revenue solopreneurs or DIY filers.
The platform to plan in, the cohort to learn it, and a Week-1 window to decide. When you're ready, join the cohort.
Join the cohort →