Is my tax return included, or is that separate?
Included. Your return for the current year is part of the plan, and we run a pre-filing check against your plan before it goes out. Prior years with unfiled returns are separate, and the fee is stated before any work begins.
What does "first in line" mean during filing season?
Founding Members are worked first. When filing season opens, your return goes to the top of the queue, your questions are answered before non-member work, and your pre-filing check happens before the rush. It is the opposite of the experience most people have had, where the return and the phone call both wait for weeks.
What does "monthly monitoring" actually mean?
Your Form 8821 stays on file, so we can see your IRS account during the year, not after it. Each month we check it for new activity. If a notice appears, we have reviewed it within two business days and we reach out to you with what it means and what happens next. Monitoring covers your IRS account; state accounts are handled as they come up in your plan.
What will you need from me?
Your signed Form 8821, then the basics of this year as it stands: recent pay stubs or income to date, any estimated payments you have made, and anything that changed, like a new job, a move, or a business. Karigan sends a short checklist after intake, so you never have to guess what to gather.
What if I already have IRS letters or back taxes?
Then the plan is not the right starting point, and we will say so. IRS problems go through our resolution process first, which begins with a full transcript review. Start there and we will route you honestly.
What is Form 8821? Is it safe to sign?
Form 8821 authorizes us to view your IRS records. It does not let anyone move money, file anything, or act on your account. It is how we work from facts instead of guesses, and you can revoke it at any time.
What happens to my Founding Member price if I leave and come back?
The lock holds for as long as you stay continuously enrolled. If you leave and later rejoin, you rejoin at the list price in effect at that time. We say this up front so it is never a surprise.
What happens after the twenty founding spots are filled?
The founding group closes, even if that is before November 15, and the Founding Member price and filing-season priority close with it. The plan itself stays open: you can still join at list price with every other inclusion. The twenty is about keeping priority meaningful, not about pressure.
What if I change my mind after signing?
If you cancel before James begins work, you receive a full refund. Once work begins, fees are earned as it is delivered. Your proposal is good for 30 days, and every fee is fixed and never tied to a result.
Can you promise my bill will be lower?
No, and be careful with anyone who does. We promise the work: a real review of your record, a real projection, a real plan, and a real person watching your account. What the numbers say is what the numbers say. Our job is to make sure you see them early and understand them.
Who will I actually be working with?
Both of us, directly. James, an Enrolled Agent, handles the tax work: the transcript review, the projection, the plan. Karigan, co-founder, handles your experience: getting you started, scheduling, check-ins, and making sure every question you send gets a real answer. We cap how many families we take so both of us can give every file that kind of attention.