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Business Meeting

Tax Proficiency Workshop - Small Business Edition

Join us for a hands-on and interactive virtual workshop where we will guide you through the process of preparing yourself for tax season. This workshop is designed for those who file their own taxes or who do not use a bookkeeper in their business. We will help you understand the steps to take in order to maximize your tax return outcome and be the best client for your tax preparer (even if that is YOU!). By the end of the workshop, you will have a clear understanding of what you need to have the best result for your 2024 tax filing.

Tax Proficiency Workshop - Rental Real Estate Edition

Are you a landlord looking to maximize your savings, credits, and deductions on your tax return? Then this workshop is for you! In this hands-on session, we will walk you through the key steps you need to take to ensure youa re taking full advantage of the tax benefits available to you as a property owner. From identifying deductible expenses to utilizing tax credits for energy-efficient upgrades, we will cover everything you need to know to optimize your tax return and keep more money in your pocket. Join us and take the necessary steps to maximize your savings as a landlord!

Apartment for Rent
Laptop and Paperwork

Managerial Accounting (On-Demand)

One hour session reviewing financial data. Prepare 1-2 questions that you would like to work through.

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