CHECKOUT FORM

Complete your order

Optimize Capital Gains, Maximize Education Credits, Bullet-Proof Your Audit File

Choose the DIY, DWY, or DFY path and let our CPA-led framework slash your tax bill while keeping you 100% IRS & California compliant.

Payment

4.9/5 star reviews

Here's what you get:

Instant streaming access to 40+ bite-sized strategy videos.
Downloadable checklists, templates, and no-code automation sheets.
Secure client portal with real-time CPA Q&A and community forums.
Lifetime updates when tax laws and IRS guidelines change.

Today Just

$97 one time

"Best purchase ever!"

"Testimonial lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias."

STILL NOT SURE?

Satisfaction guarantee

We want you to find value in our trainings! We offer full refunds within 30 days. With all of our valuable video training, we are confident you WILL love it!

STILL GOT QUESTIONS?

Frequently Asked Questions

Will this help with both federal and California state returns?

Absolutely. Each module includes step-by-step guidance and pre-built forms for aligning your 1040 with CA Form 540 and Schedule CA so numbers reconcile perfectly.

Do I need prior tax knowledge?

No. The DIY tier starts with the basics, while DWY and DFY tiers add personalized CPA sessions. If you can upload a receipt, you can follow the system.

How is this different from hiring a traditional CPA once a year?

Traditional firms file what you give them. We give you the strategy, automation tools, insurance, and year-round access—plus white-glove execution at the DFY level—to prevent problems before they start.