Private One-on-One
Business Owner Bootcamp

5 Sessions
Pick the right entity, set a defensible S-Corp salary, maximize deductions, and know exactly what to pay in quarterly taxes.
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Build a personalized strategic tax plan that can help you save $20k or more each year

Stop guessing and start saving. We'll show you how to master your business taxes with these simple steps.
Pick the right entity and when to elect S-Corp for tax advantages
Set a defensible S-Corp salary (reduce audit risk, avoid overpaying)
Maximize deductions with an accountable plan and owner-friendly benefits
Calculate and pay the correct quarterly estimates (Federal + State)

Your Tax Mastery Package

$4,850
5 Sessions
Includes all deliverables, recordings, and a 30-minute post-bootcamp check-in.
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Payment terms & Policies

Deposit

50% to reserve a start date (credited to total).

Balance

Due 48 hours before Session 1.

payment methods

ACH, credit/debit card (invoice via QuickBooks).

Rescheduling

No-fee with ≥48 hours’ notice; <48 hours may count as a session unless medical/emergency.

Cancellations/Refunds

Full refund within 7 days of purchase if no session has occurred.

Scope

Advisory/education only. Filings and implementation are outside scope unless an add-on is selected.

Confidentiality

Mutual confidentiality language will be included in the engagement letter.

ready to take the next step?

Apply Now

Frequently Asked Questions

Do I need to be an S-Corp already?

No. We’ll decide if/when to elect and how.

Will you file forms?

Advisory only. Optional filing add-ons are available.

Is this recorded?

Yes. Replays delivered within 24 hours of each session

What states do you support?

All U.S. states (state nuances covered as needed).

What’s the time commitment?

Five 60-minute sessions over ~3–5 weeks.
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