Tipped Worker Annual Wrap

Everything a tipped worker needs to get through the year financially — handled.

Piecemeal help only goes so far. The Annual Wrap puts your taxes, your money education, and your financial support all in one place, for the whole year.

What's inside: The complete annual package for tipped workers — includes your personal tax filing, the Tipped Income Money Course, the Hospitality Tax Survival Course, the Tip-Out Tracker, and 2 1:1 money conversations throughout the year. One price, one relationship, one less thing to stress about.

Who it's for: Tipped workers who are done figuring it out alone and want a full year of support from people who understand how they get paid.

What it's NOT: This package does not include ongoing monthly coaching, business returns, or investment management. It's a comprehensive annual wrap — not a retainer.