Workshop Series

Our Virtual Workshops are based on various topics from business startup, taxes, finances as well as Question and Answer Sessions! Some Workshops are free for a specific number of people and once capacity is reached, there is a small investment to attend. Replays require an investment.

Workshops (Replays Available for Past Workshops)

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  • Dec 18 at 12:30 AM – 2:00 AM UTC

2026 End of Year Preparation: Tax Season Readiness

  • Zoom
  • Free

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!

  • Aug 19 at 11:30 PM – Aug 20 at 12:15 AM UTC

Information Session for 2026 or 2027 Tax Services (August 19th)

  • Zoom
  • Free
  • Includes 1 additional product

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax 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: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional product

  • Dec 17 at 12:30 AM – 1:15 AM UTC

Information Session for 2026 or 2027 Tax Services (December 16th)

  • Zoom
  • Free
  • Includes 1 additional product

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax 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: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional product

  • Nov 19 at 12:30 AM – 1:15 AM UTC

Information Session for 2026 or 2027 Tax Services (November 18th)

  • Zoom
  • Free
  • Includes 1 additional product

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax 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: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional product

  • Oct 21 at 11:30 PM – Oct 22 at 12:15 AM UTC

Information Session for 2026 or 2027 Tax Services (October 21st)

  • Zoom
  • Free
  • Includes 1 additional product

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax 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: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional product

  • Sep 23 at 11:30 PM – Sep 24 at 12:15 AM UTC

Information Session for 2026 or 2027 Tax Services (September 23rd)

  • Zoom
  • Free
  • Includes 1 additional product

Our 45-minute Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax 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: 5/20, 6/24, 8/19, 9/23, 10/21, 11/18, 12/16 at 6:30pm CST.

Includes 1 additional product

  • Aug 13 at 12:30 AM – 3:00 AM UTC

Understanding Small Business Taxes (August 12th)

  • Zoom
  • Free

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

  • Ended Dec 19, 2025 at 2:30 AM UTC

2025 End of Year Planning Zoom Recording!

  • Zoom
  • $25

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

  • Dec 18 at 12:30 AM – 2:00 AM UTC

2026 End of Year Planning Zoom! Recording

  • Zoom
  • $25

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

  • Ended Nov 22, 2024 at 2:00 AM UTC

Replay: S-Corp Masterclass!

  • Zoom
  • $25
  • Includes 1 private space

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!

Includes 1 private space

  • Replay: S-Corp Masterclass!

Lunch and Learn: Managing Business Finances!

Learn how to properly manage your business finances so that you know what to pay in taxes, make important business decisions and how to have an accurately filed tax return. You will be able to ask your questions during the Q&A sessions (Live Session Only).

Private Practice Workshops

  • 2/12: Learn the difference between a DBA, LLC, PLLC, and S-Corp
  • 2/15: Learn about quarterly tax payments, when to pay taxes, and Business tax filings
  • 2/18: Learn the best ways to manage your business finances and why you should begin managing your business finances now!