Get ready to end 2026 off the right way in preparation for 2027 so that you are not surprised by the things you didn't know or overlooked. You will also be able to get your questions answered during the Q&A session. Please come with pen and paper and be ready to take good notes!

Our 1 hour Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax preparation services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 1/7, 1/21, 2/4, 2/18, 3/4, 3/18, 4/1 at 6:30pm CST.

Our 1 hour Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax preparation services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 1/7, 1/21, 2/4, 2/18, 3/4, 3/18, 4/1 at 6:30pm CST.

Our 1 hour Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax preparation services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 1/7, 1/21, 2/4, 2/18, 3/4, 3/18, 4/1 at 6:30pm CST.

Our 1 hour Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax preparation services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 1/7, 1/21, 2/4, 2/18, 3/4, 3/18, 4/1 at 6:30pm CST.

🌟 FREE GENERAL ADMISSION (Valued at $525) Perfect for clinicians who want to learn the fundamentals without spending a dime. Free Access Includes: ✔ Full Access to the Live Training (valued at $525) ✔ Presentation Outline ✔ Access to the Private Facebook Community (priceless) Cost: $0 — yes, completely free. This is your opportunity to finally understand taxes in a clear, simple, therapist-friendly way.

This is to gain 30-day access to the Zoom Recording!

This is to gain 30-day access to the Zoom Recording!

In this S-Corp Masterclass, you will learn what a S-Corp is, should you become a S-Corp in 2025, and steps to take to become a S-Corp in 2025! 30 Day Access!

*This is a Recording of the Live Masterclass* Learn How to Maximize Your Tax Deductions — LEGALLY! Details of the Recording: Strategic Tax-Saving Tips Real-Life Examples Q&A Session Who Should Attend: Business Owners Coaches, Consultants, Service Providers Entrepreneurs who want to save more money on taxes Recording available for 30 days.

Welcome to your Business Success Checklist. The goal of this checklist is to determine if your business is on the path of success so that you can scale and grow your business. See how many of these you are able to check off to determine how successful your business is.

Use this mileage log tracker to assist with tax preparation and/or to keep track of your mileage throughout the year. This is an Excel file and a Google Sheet version will be available soon!

Ever asked yourself, "What documents do I need to file my taxes?" Then here's the Tax Season Document Checklist you've been waiting for. This 4-Page Document list out required documents you need to file your Tax Return no matter your tax situation. If you're unsure of what tax documents you need to file your return, then this comprehensive list is a great starting place for you.

This guide is perfect for you if you don't know what you can take as a tax write off or if you think you have minimal expenses in your business. This guide has the expenses listed by category so that you know which tax deduction category the expense falls under when its time to do your taxes. If you are a Counselor, Consultant, Coach, or similar professional, you need to know these tax savings ASAP!

This guide was created so that you are prepared for Tax Season. This guide will help you know what to include in your home office deduction and be able to easily provide the information to your Tax Professional!

This guide is perfect for you if you don't know what you can take as a tax write off or if you think you have minimal expenses in your business. This guide has the business expenses listed by category so that you know which tax deduction category the expense falls under when its time to do your taxes!

UPGRADED! Instead of Over 100 Tax Deductions, you now have access to over 200 Tax Deductions. This guide is perfect for you if you don't know what you can take as a tax write-off or if you think you have minimal expenses in your business. This guide has the expenses listed by category so that you know which tax deduction category the expense falls under when its time to do your bookkeeping and taxes.

A professional and easy-to-use business and financial plan template that covers everything you need to get started. *Please note, a Canva account (free or paid) is needed to access this document. Thank you!

30 Day Access to the Recording.

This is not your ordinary spreadsheet! This is Your Business Finance Tracker to keep track of your income and expenses for your Practice! With this Tracker, you will automatically know what your Profit is! This Tracker is perfect for you if you are using your personal account for your business transactions or you have a separate business bank account but have a limited amount of income and expenses each month.

This is not your ordinary spreadsheet! This is Your Business Finance Tracker to keep track of your income and expenses for your Practice! With this Tracker, you will automatically know what your Profit is! This Tracker is perfect for you if you are using your personal account for your business transactions or you have a separate business bank account but have a limited amount of income and expenses each month.