If tax season feels like a surprise bill or a stress bomb, this free training will show you exactly how to reset your business, organize your finances, and stop the yearly IRS panic.
Over 30 years ago, my husband had been in business for a while when he got a call from the state auditor. They said his taxes had been filed incorrectly and set up a meeting. And my husband sent me in his place.
I walked into that meeting nervous, but the auditor couldn’t have been nicer. He actually told me the state owed us money and gave me tips on how to avoid issues in the future. Then he said something that stuck with me:
“This is a easy fix, I can show you how to do this yourself.”
That moment changed everything.
I knew if I wanted to help both of our businesses the right way, I needed to really learn the tax game. So I enrolled in a tax program and started preparing taxes professionally. I stayed with them for 12 years, learning everything I could.
When my business got busy, I finally decided to leave, but my clients said, "Oh no, you're not done yet." They kept coming, and just like that, my own business started.
Today, I still serve personal and business clients year-round in several states. I've built a business that's based on staying ahead of the constant tax changes because I know how much peace of mind it brings when you feel confident and clear.
And it all started with one unexpected audit meeting and a willingness to learn.