Stop filing.
Start planning.
You've spent years handing us a shoebox of documents every April. This year, before your 2026 return is even due, get your entire financial picture on one page, plus a written set of strategies that may lower what you owe while there's still time to act on them.
Become a Founding MemberHousehold
Family, dependents, key advisors
Income
Employment, business, investment
Assets & Real Estate
Accounts, property, holdings
Protection
Life, disability, liability coverage
Liabilities
Mortgages, loans, balances
Estate Plan
Will, trust, named executors
You already know us as your preparer.
This is us as your planner.
Membership doesn't replace your return. It surrounds it: the same relationship, working for you well before the deadline instead of just meeting it.
Once a Year
- Tax return prepared once, filed by April, then forgotten until next season.
- Finances scattered across statements, folders, and memory.
- Prior years filed away, rarely revisited for missed opportunities.
- Planning, when it happens at all, happens after the fact.
Year-Round Membership
- A relationship that works for you months before the deadline, not just to meet it.
- Your whole financial picture on one page: the Wealth Map.
- Your last three returns reviewed for what may have been missed.
- A quarterly check-in and a year-end push built around December 31.
Built to be one relationship, not a referral chain.
CPA + Attorney, one roof
Tax and legal strategy usually mean two firms and two intake calls. Here it's one relationship, led by Martin D. Eisenstein, CPA & Attorney.
One page, not a binder
Your household, accounts, entities, and protection, mapped visually on a single page, instead of buried in a binder no one reopens.
An accessible way in
Family-office-level planning has usually meant family-office minimums. Founding membership is a reachable entry point to that same standard of service.
From enrollment to a plan you can act on.
Day 0 is the day you enroll. From there, the clock is intentionally fast: mid-year is the asset, and we move while there's still room to change the 2026 number.
Welcome
Portal opens, agreements signed, kickoff scheduled.
Kickoff Call
We learn your goals and set the roadmap together.
Review & Build
Prior returns reviewed. Your Wealth Map takes shape.
Results Review
We walk through your map and your 2026 opportunities together.
Year-Round
Quarterly check-ins and a year-end push before Dec 31.
Founding membership is open to a limited group.
As a client of the firm, you're being offered first access to the 2026 Tax Reduction & Wealth Mapping Membership, ahead of its wider release.
Enrollment includes your prior-year review, your Wealth Map, your preliminary 2026 strategies, and the year-round cadence that follows.
45-60 minutes, with Martin or your relationship lead
Interested in Founding Membership?
Leave your details and we'll reach out to help you get started.
Before you book the call
No. Your return is still prepared and filed as part of membership. This adds the planning and mapping work around it, so decisions get made before the deadline instead of after.
Not from scratch. We already have your prior returns on file. The short questionnaires and any updated documents fill in the rest. Most members complete them in a few short sittings.
A one-page visual picture of your household, income, accounts, entities, protection, and estate documents, built from your questionnaire and reviewed together on your Results Review call.
We won't promise a number. No reputable firm can. What we will do is identify lawful strategies that may reduce your 2026 taxes, with estimated ranges, so you can decide what to act on before year-end.