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Financial & Tax Planning for YPO Members

Get preferred pricing on services designed for high-performing founders and executives.

Members of the YPO Network have the opportunity to receive special reduced pricing not available to the public across three core areas of their finances:

Tax Planning

  • Seamless Annual Electronic Tax Filing
  • Comprehensive Tax Reports and Analysis
  • Cutting-Edge Tax Reduction Strategies
  • Tax Audit Protection
  • Integrated Coordination with Financial Experts
  • Year-Round Unlimited Tax Support

Business Tax Planning

  • Bookkeeping Services
  • Payroll
  • Annual Filing
  • Contractor Managements
  • Tax Analysis
  • Personal 1040 Form

Financial Planning

  • Personal CFP® Financial Coach
  • Advice-Only Retirement Strategy
  • Goal Alignment and Risk Management
  • SmartTech™ online platform powered by eMoney
  • Subject Matter Experts provide additional solutions
  • Quarterly Check-ins for updates

Here is what people are saying about us:

  • My Financial Coach assisted me with my retirement and estate planning, helped me sell insurance products, and provided valuable advice regarding investment structuring. Having their input made my financial planning more efficient and successful. The quarterly and PRN Zoom meetings kept our relationship up to date... read more

    Arianna Bender Avatar Arianna Bender
    February 10, 2026
  • Enpo at MyFinancialCoach has completely changed our lives. From purchasing a home to investing and tax planning, their guidance has been invaluable. Enpo coordinates a team of professionals who genuinely care about your financial well-being and take a comprehensive, team-based approach to planning. Anytime I have... read more

    Jesse Snider Avatar Jesse Snider
    February 23, 2026
  • I highly recommend My Financial Coach for all your financial planning needs. We have worked with Enpo and his team on a variety of things ranging from navigating home selling & purchase planning, retirement savings, student loan planning, and tax strategies. We have been extremely... read more

    Michelle Snider Avatar Michelle Snider
    February 24, 2026
  • To Whom It May Concern, I am writing to enthusiastically endorse Enpo Tu of MyFinancialCoach for his exceptional financial analysis and outstanding coordination skills. Enpo recently assisted me with a comprehensive review of my financial situation, and I have been thoroughly impressed by both his expertise... read more

    Steven Shaw Avatar Steven Shaw
    June 5, 2025

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.