



đź§1:1 Walkthrough Tax Planning Roadmap
We’ll walk you through the key areas where most people leave money on the table and help you personalize your tax focus from day one.
⏯️ Step-by-Step Video Modules
Easy-to-follow training on foundational and advanced tax strategies—covering write-offs, business structuring, real estate tactics, hiring family members, and more.
🗓️ Ongoing Open Q&A Calls
Ask your questions, get real answers. You’ll have access to regularly scheduled calls with a tax expert to help you apply what you’re learning.
👥 Twice-Monthly Live Tax Strategy Workshops
Join us every other week for deep-dive, interactive workshops covering real-life tax strategies and live Q&A—so you can apply what you're learning to your actual situation.
🛠️Instant Access to the Tax Savings Toolkit
Downloadable templates, checklists, and plug-and-play resources to help you implement strategies faster and with confidence.
🖥️ Private Member Portal (Self-Paced)
Revisit trainings, download resources, and stay on track at your own pace—no pressure, no fluff.
Every day you wait could be thousands lost in taxes!
This program is built for everyday earners who are ready to stop guessing and start planning—without spending thousands on a private advisor. If any of these sound like you, you’re in the right place:
âś… You're a self-employed professional, business owner, freelancer, or real estate investor
✅ You want to lower your tax bill but don’t know where to start
✅ You’ve heard about strategies like the Augusta Rule or hiring your kids—but you’re unsure how to use them legally and effectively
✅ You’ve been DIY-ing your taxes but feel like you’re leaving money on the table
✅ You’re willing to take action, but you want guidance from someone who knows what actually works


