/ Core ServiceReplace the Workshop's Assumptions With Your Actual Wealth Route
Tax Sherpa will analyze how money moves through your operating business, determine which tax-planning categories fit your exact facts, and connect the surviving dollars to the outcomes you want for yourself and your family.
π No required sales call. 2-Payment option available. Includes 12 Months Tax Strategy Network Access.
Real Decisions vs Educational Demo
The Live Route Was a Demonstration.
Yours Is Built for Real Decisions.
| Live Workshop Route (Demo) | Your Personalized Wealth Route |
|---|---|
| Fictional composite business owner | Your actual operating business and family |
| ~12 generalized survey answers | Complete financial records, returns & intake |
| Broad educational categories | Fact-specific strategic tax analysis |
| Illustrative assumptions | Documented assumptions, ranges & dollar impacts |
| Rough general sequence | Prioritized step-by-step implementation sequence |
| Not safe or ready to implement | Designed to guide immediate, real-world execution |
The Core Problem
You Do Not Need More Disconnected Advice
Your bookkeeper records the past. Your CPA files historical returns. A retirement broker sells retirement accounts. An insurance agent discusses insurance. A business coach pushes top-line growth.
The Missing Link:
Each professional may be useful in a silo. But the owner is left entirely on their own to connect the pieces. The Wealth Route begins with the complete journey of a dollar and determines which decisions belong together.
Complete Deliverable
What Your Personalized Wealth Route Delivers
β Clear Path financial observations
β Ensures profit matches business risk
β Estimated savings & documentation
β Minimizes audit risk
β Illustrative capital trajectory
β Next financial milestones
β Self-implement vs expert map
β Filters unneeded complexity
12 Months in the Tax Strategy Network
"Your Route tells you what applies. The Network helps you implement it."
* Weekly calls are interactive group sessions. Private 1-on-1 calls with Neal are not included.
Investment Options
Get Your Personalized Wealth Route
Choose the payment option that fits your cash flow.
Wealth Route Engagement
Full Basecamp + Ascent + Summit + Trekπ‘οΈ 100% Completion Guarantee
Complete the intake and provide the requested records. If Tax Sherpa cannot deliver a personalized Basecamp, Ascent, and Summit Route from that information, your entire fee will be refunded immediately.
Frequently Asked Questions
Everything You Need to Know
Why purchase this after seeing a Route built in the workshop?
The workshop example is educational, fictional, and incomplete. Your Personalized Wealth Route uses your real accounting records, tax returns, entity structure, state laws, family details, and actual working-optionality goals.
Do I have to hire Tax Sherpa for ongoing services?
No. Your Wealth Route is a standalone deliverable and prioritized roadmap. You can implement it yourself, hand it to your existing CPA, or choose to work with Tax Sherpa. Zero obligation.
How does the 100% Completion Guarantee work?
If you complete the intake and upload your records, and our team cannot build a comprehensive, fact-specific Route for your business, we refund 100% of your fee on the spot.