2025 Tax Savvy Coaching program
A 1:1 tax coaching program helping self employed professionals (even those with CPAs) keep thousands in their pockets instead of sending it to the IRS!
Due to the highly personalized nature of our service, I only accept a limited number of coaching clients per year.
The Tax Savvy Coaching Program is offered to self employed professionals whose majority of income is derived from 1099 income and are set up as independent contractors, sole proprietorships or single-member LLCs. This program is not for S-corporations.
Phase one includes an evaluation, onboarding, 1:1 coaching sessions, education and implementation of personalized deductions & custom tax strategies, set up with systems, ongoing checkins / accountability. Phase one duration is 6 weeks, this includes five 1:1 coaching sessions.
Benefits of the Tax Savvy Coaching program
- Provide comprehensive education on available deductions
- Optimize your setup to maximize all eligible deductions for current tax year
- Offer insights into personalized tax strategies for current tax year
- apply tailored tax strategies for your financial benefit
- Educate on IRS-required receipt compliance
- Establish a simple receipt management system for compliance
- Guidance on income and expense tracking, meeting IRS requirement
- Implement a simplified Expense Tracking System (ETS)
- Assist in estimating and managing quarterly tax obligations for current tax year
- Weekly checkins for ongoing customer support (phase one)
Additional services (additional fee)
S Corporation assessment: let us calculate the savings or losses of switching to an S-Corp so you know if it’s worth the extra investment. S corporation are much more expensive than LLCs because of the additional complexities with compliance and maintenance.
There are no refunds on this product, reach out to us with any questions prior to purchase so we can answer them and you can proceed with confidence. Prices subject to change without prior notice. The above services apply to the current tax year only.