60-Minute Private Zoom Call With Me (Your CPA)

A deep-dive session into your business, income, deductions, and tax opportunities.
I want to get to know you, your business, your goals & what your dream life would look like.

*Please note that no specific tax advice is provided during the virtual call. ($297 Value)

Your Customized S-Corp Tax Plan (Personal + Business Blueprint). This is not a generic plan.
Your customized tax strategy includes:

✔ Your optimal entity (S-Corp, LLC, or Hybrid)
✔ Recommended salary + distribution plan
✔ The tax savings breakdown you qualify for
✔ Complete write-off + deduction optimization
✔ Step-by-step actions to save $10K–$25K+
✔ Quarterly tax plan + projections
✔ Audit-ready outline of what to track
✔ Implementation checklist ($297 Value)

Full Access to the S-Corp Secrets Masterclass (Launching 1/1/2026)

If you’ve ever said “No one ever explained this to me,” this is the answer.

Inside the masterclass, you’ll learn:

✔ How S-Corps work (explained simply)
✔ How to legally save $10K–$25K each year
✔ What salary to pay yourself
✔ How distributions actually work
✔ What write-offs you qualify for
✔ How to avoid IRS red flags
✔ How to NOT overpay self-employment taxes
✔ How to structure your business for long-term growth

You’ll walk away with clarity, not confusion. ($297 Value)

Plug-and-Play Templates + Workbooks

You’ll also receive the full toolkit that makes this easy:

✔ S-Corp Salary Calculator
✔ Write-Off & Deduction Checklist
✔ Tax Savings Breakdown Worksheet
✔ Quarter-by-Quarter Tax Planner
✔ Annual CEO Tax Checklist
✔ Bookkeeping Organization Templates

Everything you need to stay organized, stay compliant, and keep more money in your pocket. ($197 Value)