The Tax Advisory Plan: Pricing, Team Structure, and Why It's Not on Our Website

Podcast: Who's Really the BOSS? · Marcus Dillon, Rachel Dillon

Opublikowano: 2026-08-17

Marcus and Rachel break down their Tax Advisory Plan (TAP), the $500/month individual tax offering built for high-income clients, referrals, and business owners exiting their companies. They cover pricing, onboarding fees, the "team of three" structure, and why they deliberately cap new TAP clients at 10 per year and keep the service off their website. Sponsors Discover.AI - discover.ai Introducing Collective by DBA https://collective.cpa https://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisors https://www.dillonadvisors.com https://www.linkedin.co...