For investors with complex, multi-exchange, or DeFi-heavy portfolios who need more than self-study. The VIP Program adds personalized, directed support: live mastermind sessions with a small cohort, a one-on-one consultation with Rafael, and hands-on feedback on your Defense Memo.
Everything in Tax Sentinel™ core system
Five live group mastermind sessions (max 8 people)
One-on-one consultation with Rafael
Personalized Defense Memo feedback
COMPASS 365 Tax App (beta access)
COMPASS 365 Tax App — A proprietary application created by Rafael, designed to ingest your 1099-DA data and flag potential gaps in your records.
Upgrade to the VIP Program — $1,997