Custom Tax & Entity Strategy for Self-Employed Professionals
Feel confident about your business structure, tax setup, and next steps—without spending thousands on a CPA or law firm.
Who This Is For
You made $20k–$140k from a self-employed business or freelance work in the last year
You want to confirm whether your current—or future—business structure (LLC, S Corp, etc.) is the right fit
You’re unsure how to handle quarterly taxes
You’re worried about IRS compliance, state registration requirements, or missing deductions
You want expert guidance without hiring a full-time CPA or lawyer
What’s Included in Your Strategy Session
This strategy session goes beyond what most platforms and online services offer. You get a focused, expert-led consultation that reviews your actual documents, provides tailored guidance, and results in a clear action plan you can follow with confidence.
Session Fee: $347 — includes a full hour of one-on-one consultation and a custom-written plan tailored to your business.
Review of your income sources, tax returns (if available), business setup, and key financial risks
Entity checkup and recommendation (LLC, S Corp, etc.)
Actionable tax advice based on your current earnings and setup
Compliance guidance (state registration requirements, annual filings, estimated taxes)
Personalized recap with prioritized next steps and action items
If you have a quick follow-up question after the session, you’re welcome to email—I'll do my best to respond. More in-depth support or extended communication may require a separate engagement.
FAQs
Q: What if I don’t have everything organized yet?
That's fine. Most clients come with incomplete information—we'll work with the information you have and identify what's missing so you leave with a plan.
Q: Is this a live call or something else?
This is a live, one-on-one hour-long video session with me. You’ll also receive a custom written recap afterward so you’re not scrambling to take notes.
Q: Do I get follow-up access after the session?
I welcome quick follow-up questions via email. If deeper support is needed beyond that, we can discuss options for continued advisory.
Q: How is this different from tax prep or other online platforms?
This is not tax preparation or form-filing. It’s a proactive, one-on-one planning session designed to clarify your structure, uncover risks, and help you make smart decisions—not just file documents.
Q: What will I walk away with?
You’ll leave with a clear understanding of your current risks, the best-fit entity type, potential tax-saving opportunities, and a written plan tailored to your situation.
Why Clients Trust Me
Law Degree (JD), Enrolled Agent, and a Bachelor of Science in Accounting
12 years of experience advising individuals and businesses on tax and legal strategy
Specializing in independent professionals, online consultants, and small business owners
Owner of a tax preparation and advisory business focused on practical, real-world guidance
Stop Guessing. Start Structuring.
It’s time to stop guessing about taxes and legal structure. Book your strategy session and get real answers—tailored to your business.
Note: Similar strategy sessions from CPAs or attorneys often cost $500–$1,000+—and rarely combine both tax and legal advice in one call. For $347, you’ll get a full hour with me and a custom-written plan tailored to your business.
Guarantee: If I can’t provide at least one clear, actionable recommendation specific to your situation, I’ll refund your session fee—no questions asked.