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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Webinars

  • Free

2026 End of Year Preparation: Tax Season Readiness

  • Webinar
  • Dec 17, 2026 at 6:30 PM CST

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!

  • Free

Informational Session for 2026 Tax Services (April 1st)

  • Webinar
  • Apr 1, 2026 at 6:30 PM CDT

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

Informational Session for 2026 Tax Services (February 18th)

  • Webinar
  • Feb 18, 2026 at 6:30 PM 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

Informational Session for 2026 Tax Services (March 18th)

  • Webinar
  • Mar 18, 2026 at 6:30 PM CDT

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

Informational Session for 2026 Tax Services (March 4th)

  • Webinar
  • Mar 4, 2026 at 6:30 PM 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

Understanding Small Business Taxes (January 28th)

  • Webinar
  • Jan 28, 2026 at 6:30 PM CST

🌟 FREE GENERAL ADMISSION (Valued at $525) 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 taxes in a clear, simple, therapist-friendly way.

  • $25

2025 End of Year Planning Zoom Recording!

  • Webinar
  • Dec 18, 2025 at 7:00 PM CST

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

  • $25

2026 End of Year Planning Zoom! Recording

  • Webinar
  • Dec 17, 2026 at 6:30 PM CST

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

  • $25

Replay: S-Corp Masterclass!

  • Webinar
  • Nov 21, 2024 at 7:00 PM CST

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!

  • $27

Can I Write That Off? šŸ¤” Masterclass (Recording Only)

  • Webinar
  • May 15, 2025 at 7:30 PM CDT

*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.

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!