Sound Familiar?

If you are behind on your taxes, this program is for you. 

If you've read through this sales page, and you relate to the struggles I've explained, then this workshop course is perfect for you!

It will give you the steps for a best approach to get organized and file past years taxes, and how to do it yourself — from start to finish (as long as your business is SMLLC/Self employed). 

If you have a separate business tax return to get file, this program will still help, but I do recommend hiring for the business tax return (and I have tips and recommendations for that too). 

This program will not only give you the information you need, but it will guide you through actually getting your taxes DONE and filed.

Great question! The course covers all types of businesses, but focused on self-employed/single member LLC businesses, and individual taxes.

For the many people in this situation, we'll be using:

1. My business spreadsheet template & training to organize your records
2. Tax write off worksheets and trainings to organize the info you need for tax write-offs 
3. Step-by-step instructions for using affordable software to catch up with your returns (approximate costs $6.99-14.99 + $14.99 per state per year — it's the cheapest software I've found) 

If you have more going on in your business (such as lots of transactions per month and multiple bank and credit card accounts),  or multi-owner LLCs, Partnership or S-corporation, then you may need to make additional purchases for:

1. To catch up your accounting records, I would recommend my course Master Your Accounting & Taxes [MYAT], which includes:
   • ​Complete accounting templates that replace software like QuickBooks for separate businesses (LLC, Partnerships, Corporations). 
   • A Tax Template library that covers optional templates, for specific situations like rental properties, mileage log, home office, etc. 
2. If you have a MMLLC, P-ship or S-corp and are filing your taxes yourself, then in addition to what's covered above, you'll also need: 
   1. ​Tax Act Business software (I will be showing you how to use their online business software, but you may need to use their desktop version since that goes back to 2013)
   2. These returns get complicated. I generally recommend hiring a professional. 
   3. Alternatively, you may  want some of my other training: Tracking Basis for LLCs, P-ships & S-corps  and Paying Workers & Owners.

No, this training is videos and replays only. 

However, once you purchase one of my courses, you can add on monthly "Office Hours" to ask me questions live on Zoom. Office hours are generally the 1st & 3rd Wednesdays of each month at 3 PM EST. You can add on a month for $99/month, cancel at any time. 

We do not offer refunds because people often have strong avoidance of accounting and taxes. Often, people have to make a financial commitment to get things done. 

Plus, you can...

1. Get to know me by watching my YouTube channel

2. You can download my free training.

    

It will depend on your personal situation and what you want to get out of the workshop. 

Aspects to consider for how much time to dedicate:

1. How many years are you behind on your taxes?

2. How much do you have going on in your taxes? {do you need to gather one 1099 or W-2 or do you have a ton of forms and information to gather?}

3. Do you have a Partnership, S-corporation or Corporation tax return to file for past business returns? If so, these will need to be filed before you move onto your individual returns. 

   • ​If you do this yourself, be OK with not understanding everything on the return/having it perfect.

   • If you find someone to hire, it's probably worth saving yourself the headache! I can help you vet solutions and make some recommendations.

No, some situations may need other courses or support.

If you have the following situations, you made need some of my other courses: 

1. If you just dread and avoid your finances, you can upgrade to my Done-With-You Master Your Accounting & Taxes Program where you are matched with an Advisor who will walk you through every step to take at weekly meetings.
2. If you can catch up your past years' records with this course and my free worksheet, then you are good. But if not, that's what my Master Your Accounting & Taxes Program is all about. So it depends how able you are to get your numbers together. 
   • Keep in mind: even if you hire an expensive tax company to catch up your taxes for you — you still have to do this step. Only they don't help you with it. 
3. If you are confused by "business entities" and what that really means, or you are trying to decide what type of business to form, including the best business setup for "saving taxes"; you need the course: "Choosing the Best Type Of Business To Form; When & Why To Form Each Type of Business" 
4. If you need to pay yourself or employees as a W-2 employee, then you would need the "Paying Workers & Business Owners" Course.
5. If you've elected S-corporation status for taxes and need to correctly pay yourself as an owner-worker, then you need:
   1. ​If you are just getting payroll setup, you can just go use the software Gusto
   2. However, if you need HELP and/or to Caught-Up, then you definitely need the "Paying Workers & Business Owners" Course
6. If you're investing in a Multi-Member LLC or you have a Multi-Member LLC or Partnership, which is taxed as S-corp or P-ship, then there is a concept of Basis, which you should track to know the value of the partners investment. Amanda covers this in "Basis for LLCs, Partnerships, & S-corporations" 

No! We do not do taxes for you. We are showing you how to get caught-up yourself. 

As far as actually filing your tax returns, you can either:

1. Follow our tutorials to do it yourself
2. Hire a professional to do it for you. (Even if you hire a pro, you need to get your records organized and learn the process so you know if they are doing the right thing!)