Tax Advisory

You create, teach, and consult. We handle the money side so you can focus on your work.

Choose the level of support you need across Advisory, Bookkeeping, and Compliance.

Transparent, flat-rate memberships starting at $649.

 
Let's Talk Tax
 

Advisory

Make confident money decisions and know your next move every month.

What you get

  • Strategy calls on a set cadence based on your membership

  • Clear answers on pricing, launches, product changes, and entity questions

  • Cash flow planning and pay-yourself guidance

  • Year-end planning before deadlines hit

Great for
Course builders, YouTubers, cohort coaches, newsletter operators, and consultant-educators who want a clear plan for profit and taxes.

Typical cadence
Build: quarterly.
Grow: every 2 months with office hours.
Thrive: monthly with SMS access.

 
Let's Talk Tax
 

Bookkeeping

See clean, timely numbers so you always know your profit.

What you get

  • Monthly reconciliations and categorized transactions

  • Month-end close with clear, easy-to-read reports

  • Creator-friendly revenue tracking for platforms and payouts

  • Support for Kajabi, Circle, Skool, Teachable, Stripe, PayPal, and more

Great for
Anyone who wants accurate numbers without babysitting spreadsheets.

Deliverables
Monthly P&L and balance sheet, plus a simple KPI snapshot.

 
Let's Talk Tax
 

Compliance

File accurately and on time with no surprises at tax time.

What you get

  • Federal and state income tax returns for your business and owner returns

  • Quarterly tax estimates handled for you

  • 1099 preparation and e-file

  • Entity guidance and registration updates when needed

Great for
Creators and educators who want taxes handled correctly and on time, with proactive reminders.

 

Included with all memberships

Clean books, accurate tax estimates, and responsive email support.

Let's Talk Tax

FAQs

  • Yes. If your work is primarily education or advisory, you fit our niche.

  • We connect accounts, clean up the books if needed, set your call cadence, and deliver your first monthly close within 30 days.

  • We prepare and file your returns, confirm estimates, and meet to review results and next steps.

  • Office hours are weekly at set times during business hours. SMS is available for quick needs and time-sensitive questions.