save me from my tax woes
Welcome to our judgement-free zone, where you can stop stressing that you're doing them wrong, stop worrying about going to jail if you mess up (you won't), and stop wasting your time doing something you hate...
...and let our qualified team do them for you!
Do you hate doing your business taxes?
yup, WE get that.
I understand what you do as an online business owner unlike your parents, your friends from high school, and basically every other CPA you talk to because I am one, too.
I believe that you deserve tax support year-round, not just on April 15th.
I hate paper organizers, boxes of receipts, and anything that requires you to do more work than absolutely necessary. We're both too busy for that sh*t.
I know how much you HATE taxes, so we make it simple, judgment-free, and, dare I say: fun!
Hey, I'm Meg, and I'm not your "normal" CPA (I'm a cool CPA 😉).
#NotYourParentsAccountant
...oh yeah, and I've kissed Zac Efron, ran for State Senate, and have a s'more for dessert every night (and a sprinkles donut every Donut Friday).
Get someone else to worry about them for you. That's why we created our Done-For-You Tax Prep Package. So that you literally do not have to worry about this.
But we also make the process suck less too. The M.O. of most CPAs I know is to send you a massive paper form to fill out every year and ask you to mail back all of your documents (WTF?). And then you NEVER hear from them until they send you your return. You close your eyes, sign just to check it off your list and hope for the best, but do you really know what's going on with your taxes?
I'm guessing that's a big N-O, which is why we don't leave you in the lurch after we file your return. We provide ongoing tax support and guidance so we can take advantage of tax savings opportunities to make you more money.
The trick to making business taxes suck less?
otherwise known as the answer to your prayers
The Year-Round Tax Prep Package
Introducing
Unless you read the Tax Code in your spare time, we know more about tax than you do. Let us put that knowledge to use and help you save some money.
save you money
03
We're not writing our own legal contracts (#notalawyer) so why are you doing your own taxes? Stop worrying you're doing something wrong; let an expert- us- help.
take the worry out of taxes
02
Taxes are kind of our thing, so let us handle them for you. That way, you can get back to doing the things you LOVE in your business and leave the tax stuff to us.
give you back your time
01
This prep package will:
Love it. So what do I actually get?
Basically... everything you need to do for taxes = done for you.
2023 Annual Individual Tax Preparation (including your Schedule C businesses and rental properties)
2023 Quarterly Tax Calculations so that all you have to do is make the payment!
Unlimited access to ask our tax & bookkeeping team questions via our client portal
Unlimited handling of all notices related to the 2023 tax year through April 15, 2026
Audit Protection Plan to provide assistance in case you are audited (*some limitations)
3 hours of One-on-One Calls with our Tax & Bookkeeping Teams to use when you have questions!
Weekly Group Office Hours with our Tax, Bookkeeping and CFO Teams to get your questions answered!
Dedicated One-on-One Office Hours with our Bookkeeping Team at various times throughout the year
Monthly Workshops with Q&As on specific topics such as retirement, cash flow planning and more!
Looking for tax prep but don't need year-round support?
Click to sign up for our
Tax Prep Only with Business Income.
What's included?
Looking for tax prep but don't need year-round support? Click to sign up for our
Tax Prep Only with Business Income.
What's included?
We know, no one wants to budget. But having a plan for earning and spending your money is crucial to hitting those financial goals. Our Budget Tracker helps you do that without feeling any (much) pain and in a way that actually helps you move your business forward, not feel restricted.
Budget Tracker
Bonus number two (worth $97)
If you don't track it, you can't understand it. Someone big and famous said that, we're pretty sure. Regardless, it's the truth, and that's why we're giving you our Cash Flow Tracker Template - so that you can finally get on top of tracking your cash and stop stressing about never having enough money in the bank.
Cash Flow Tracker
Bonus number one (worth $97)
There are bonuses too?
Did WE mention that
Bonus number four (worth $97)
Are you doing all the hustlin' but still feel like you're not getting anywhere? Making sure your offers are profitable is the BEST way to ensure you're getting the biggest return on your time in your business. Our easy-to-use Profit Calculator will help you understand the bottom line, so you can make big things happen.
Profit Calculator
Bonus number three (worth $97)
Managing the money in your business isn't just about taxes. We also need to deal with cash flow, budgeting, pricing and so much more. That's why we're gifting you a membership to Badass Money Makers, the premier online membership to help you manage and grow the money in your business. With monthly workshops, weekly money meetings, dedicated office hours with our tax and bookkeeping teams, and more, you'll have all the support you need to take your biz to the next level!
Badass Money Makers Membership
Bonus number five (worth $97)
Money Meetings Tooklit
When you pay in full for the 2023 Annual Tax Prep Package, you'll become one of our Community Spotlight Partners, giving you exposure for your business in front of our community of thousands! Community Spotlights get a social media feature post, one feature in our email newsletter, the opportunity to write for our blog and an appearance on one of our
podcast episodes!
2022 TAX PREP
PAY IN FULL BONUS
Do you. know you're supposed to review your "numbers" on a regular basis? Do you put it off because you have no idea where to start? We've got you covered. Our Money Meetings Toolkit has everything you need for your regular money check-ins without all the stress, confusion, and panic of not knowing what to do.
We know, no one wants to budget. But having a plan for earning and spending your money is crucial to hitting those financial goals. Our Budget Tracker helps you do that without feeling any (much) pain and in a way that actually helps you move your business forward, not feel restricted.
Budget Tracker
Bonus number two (worth $97)
If you don't track it, you can't understand it. Someone big and famous said that, we're pretty sure. Regardless, it's the truth, and that's why we're giving you our Cash Flow Tracker Template - so that you can finally get on top of tracking your cash and stop stressing about never having enough money in the bank.
Cash Flow Tracker
Bonus number one (worth $97)
There are bonuses too?
Did WE mention that
Money Meetings Tooklit
Bonus number four (worth $97)
Are you doing all the hustlin' but still feel like you're not getting anywhere? Making sure your offers are profitable is the BEST way to ensure you're getting the biggest return on your time in your business. Our easy-to-use Profit Calculator will help you understand the bottom line, so you can make big things happen.
Profit Calculator
Bonus number three (worth $97)
Managing the money in your business isn't just about taxes. We also need to deal with cash flow, budgeting, pricing and so much more. That's why we're gifting you a membership to Badass Money Makers, the premier online membership to help you manage and grow the money in your business. With monthly workshops, weekly money meetings, dedicated office hours with our tax and bookkeeping teams, and more, you'll have all the support you need to take your biz to the next level!
Badass Money Makers Membership
Bonus number five (worth $97)
When you pay in full for the 2023 Annual Tax Prep Package, you'll become one of our Community Spotlight Partners, giving you exposure for your business in front of our community of thousands! Community Spotlights get a social media feature post, one feature in our email newsletter, the opportunity to write for our blog and an appearance on one of our podcast episodes!
2022 TAX PREP
PAY IN FULL BONUS
Do you. know you're supposed to review your "numbers" on a regular basis? Do you put it off because you have no idea where to start? We've got you covered. Our Money Meetings Toolkit has everything you need for your regular money check-ins without all the stress, confusion, and panic of not knowing what to do.
Join today
$3,000
Pay in full
One time payment
Join today
$250
12 payments of
Payment plan
Join today with one of these options
Ready to get started?
Alexis B.
With all the tax changes that happened this year, working with Meg was a gift! I can't imagine what we would have missed trying to do the books ourselves. I'm so glad we invested in her.
Jill H.
Switching to Meg for my taxes was one of the best choices I've ever made! Taxes can be excruciatingly stressful, especially when you are a contractor. Meg is professional and warm, always making sure that every detail and question is addressed swiftly. Truly Meg is a dream to work with!
Chantelle D-G.
Working with Meg over the last year has been so freaking helpful. Yes, she's a tax superstar — and shows me what I should be paying for quarterly estimates (and why!) as well as doing my annual taxes. I've been grateful to to have Meg so that I don't have to wonder if I'm doing the right things tax/official money wise.
Ashley G.
When I started my business, I really knew I needed a CPA but didn't know where to start. Enter Meg K. Wheeler! The superhero of my first year in business and onward. Meg made my experience filing taxes as a self-employed earner stress-free, which was worth its weight in gold. If you're looking for a fun, smart, and experienced CPA, I highly recommend using her services. My favorite part is the peace of mind and the ability to reach out with any questions you have.
Alexis B.
With all the tax changes that happened this year, working with Meg was a gift! I can't imagine what we would have missed trying to do the books ourselves. I'm so glad we invested in her.
Jill H.
Switching to Meg for my taxes was one of the best choices I've ever made! Taxes can be excruciatingly stressful, especially when you are a contractor. Meg is professional and warm, always making sure that every detail and question is addressed swiftly. Truly Meg is a dream to work with!
Chantelle D-G.
Working with Meg over the last year has been so freaking helpful. Yes, she's a tax superstar — and shows me what I should be paying for quarterly estimates (and why!) as well as doing my annual taxes. I've been grateful to to have Meg so that I don't have to wonder if I'm doing the right things tax/official money wise.
ASHLEY g.
When I started my business, I really knew I needed a CPA but didn't know where to start. Enter Meg K. Wheeler!
The superhero of my first year in business and onward. Meg made my experience filing taxes as a self-employed earner stress-free, which was worth its weight in gold. If you're looking for a fun, smart, and experienced CPA, I highly recommend using her services. My favorite part is the peace of mind and the ability to reach out with any questions you have.
We're a qualified team of CPAs, bookkeepers, content creators and all-around doers on a mission to turn online educators, service providers and coaches from "not numbers people" to badass money makers.
We love Excel, get that the money stuff is cringy and are firm believers in educating, supporting and empowering marginalized business owners to master the financial side of their businesses to build power, wealth and success.
Our superpowers are making overwhelming financial concepts easily digestable, taking action to get sh*t done and having entire conversations in GIFs (seriously... try us).
WE'RE ready to be your biz money besties
We're a qualified team of CPAs, bookkeepers, content creators and all-around doers on a mission to turn online educators, service providers and coaches from "not numbers people" to badass money makers.
We love Excel, get that the money stuff is cringy and are firm believers in educating, supporting and empowering marginalized business owners to master the financial side of their businesses to build power, wealth and success.
Our superpowers are making overwhelming financial concepts easily digestable, taking action to get sh*t done and having entire conversations in GIFs (seriously... try us).
WE'RE ready to be your biz money besties
Join today
$3,000
Pay in full
One time payment
Join today
$250
12 payments of
Payment plan
Join today with one of these options
Ready to get started?
- 2023 Annual Individual Tax Return Preparation: Up to Two Businesses (Schedule C); Up to Two Rental Properties; Up to Two State Returns; (add'l included for a fee)
- 2023 Quarterly Tax Calculations
- Year-Round Support: 3 hours of One-on-One Calls with our Tax & Bookkeeping Teams to get all of your questions answered (can be used in 30- or 60-minute increments); Unlimited access to ask us questions via the client portal; Weekly Group Office Hours with our Tax and Bookkeeping Teams; Dedicated One-on-One Office Hours with our Bookkeeping Team at various times throughout the year; Monthly Workshops with Q&As on specific topics such as retirement, etc.
- Unlimited handling of all notices related to the 2023 tax year through April 15, 2026
- Audit Protection Plan (provides a CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)
- PAY IN FULL: Become one of our Community Spotlights and gain exposure for your business. Community Spotlights get a social media feature post, one feature in our email newsletter, the opportunity to write for our blog and an appearance on one of our podcast episodes!
- Sign your Client Agreement (required to move forward!)
- Set up your log-in for your Client Portal
- Start uploading your financial documents! (we give you a checklist, don't worry)
- Book Your First Call
You'll also receive an email with log-in instructions to the membership, where your Biz Money Bundle (Cash Flow Tracker, Budget Tracker, Profit Calculator and Money Meetings Toolkit).
- I (Meg!) am an online business owner, so I understand the online world.
- We understand you're wearing a lot of hats. We believe in making things more streamlined, more efficient, and easier to use!
- We're not your traditional CPA firm (i.e., not a bunch of white guys in suits). Diversity, equity and justice are at the core of our values and we welcome and celebrate all business owners.
- Unlike most CPAs, we won't only talk in April. We believe in providing you with ongoing support so that's what you're going to get. If you have a question, you'll always know where to find us.
Yes, but...
We do offer a Tax Prep Only Package, which you can sign up for here (Tax Prep Only with Business Income or Tax Prep with No Business Income).
Unless you have an extremely simple tax return (no business income, no rental properties, etc.) we highly recommend our Annual Tax Prep Package. When joining our Annual Tax Prep Package, many of our new clients learn that they have been missing out on critical tax deductions, failing to make required quarterly payments, or skipping out on integral financial systems and processes necessary to make more money. These are all things we help with inside of our Annual Tax Prep Package.
As long as you file "Married Filing Jointly" with your spouse, absolutely. The tax prep package includes your Individual Tax Return, which includes your spouse's income, deductions, etc. as long as you file married filing jointly. If you decide to file married filing separately, we can prepare both returns for an additional fee (please email our support team at support@megkwheeler.com) for more details.
Both! Unless your business has elected to be classified as an S Corp for tax purposes (see the next question), your business profits (or losses) are reported on your individual tax return. So our tax prep includes the preparation of your individual tax return AND the inclusion of your business profits/losses on that return.
Absolutely! However, because we'll also need to prep your S Corp return (Federal and State), there is an additional charge of $750. You can add this on the sales page!
Totally! Reach out to our team at support@megkwheeler.com and we'll get those questions answered.
I still have questions. Can I email you?
I have an S Corp. Will this work for me?
Is this for my business or my personal taxes?
I have a spouse. Does this include them?
Can I hire you to prepare my returns only?
How is this different than any other CPA?
what happens once I sign up?
What does the tax preparation include?
Frequently Asked Questions
you've got questions, I've got answers
Send your questions directly to our team!
Every tax situation is unique, just like your business. If you have a question specifically about how our done-for-you tax prep services can make your life a heckuva lot easier, send it straight to us via VideoAsk!
Let's talk
Send your questions directly to our team!
Every tax situation is unique, just like your business. If you have a question specifically about how our done-for-you tax prep services can make your life a heckuva lot easier, send it straight to us via VideoAsk by clicking on the video to the right!
Join today
$3,000
Pay in full
One time payment
Join today
$250
12 payments of
Payment plan
What are my options?
You Had Me At "I'll Do Your Taxes For You."
2023 Annual Personal Tax Preparation
Quarterly Tax Calculations
3 Hours of One-on-One Calls with our Team
One-on-One Office Hours with our Bookkeeping Team offered at various times throughout the year
Weekly Group Office Hours with our Team
We'll handle all 2023 notices through April 15, 2026
Audit Protection Plan (provides CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)
PAY IN FULL BONUS: Become one of our Community Spotlights with an email feature; social media; podcast; and blog post
2023 Annual Personal Tax Preparation
Quarterly Tax Calculations
3 Hours of One-on-One Calls with our Team
One-on-One Office Hours with our Bookkeeping Team offered at various times throughout the year
Monthly Workshops on Money-Related Topics
Weekly Group Office Hours with our Team
We'll handle all 2023 notices through April 15, 2026
Audit Protection Plan (provides CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)
PAY IN FULL BONUS: Become one of our Community Spotlights with an email feature; social media; podcast; and blog post
SIGN UP BY DECEMBER 31, 2022: We'll prepare your 2022 tax returns!
2023 year-round Tax Prep
Join today
$3,000
Pay in full
One time payment
Join today
$250
12 payments of
Payment plan
What are my options?
You Had Me At "I'll Do Your Taxes For You."
2023 Annual Personal Tax Preparation
Quarterly Tax Calculations
3 Hours of One-on-One Calls with our Team
One-on-One Office Hours with our Bookkeeping Team offered at various times throughout the year
Weekly Group Office Hours with our Team
We'll handle all 2023 notices through April 15, 2026
Audit Protection Plan (provides CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)
PAY IN FULL BONUS: Become one of our Community Spotlights with an email feature; social media; podcast; and blog post
SIGN UP BY DECEMBER 31, 2022: We'll prepare your 2022 tax returns!
2023 Annual Personal Tax Preparation
Quarterly Tax Calculations
3 Hours of One-on-One Calls with our Team
One-on-One Office Hours with our Bookkeeping Team offered at various times throughout the year
Monthly Workshops on Money-Related Topics
Weekly Group Office Hours with our Team
We'll handle all 2023 notices through April 15, 2026
Audit Protection Plan (provides CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)
PAY IN FULL BONUS: Become one of our Community Spotlights with an email feature; social media; podcast; and blog post
2023 year-round Tax Prep
$750
pay in full
one time payment
2023 Annual Corporation/S Corporation/Partnership Tax Preparation (Federal & 1 State)
S Corporation Year-End Planning GUIDE
What's included?
Corporation/S Corporation/Partnership Add-On:
Corporation/
S Corporation/
Partnership Add-On:
PAYMENT PLAN
12 payments of
$62.50
JOIN TODAY
JOIN TODAY
$750
pay in full
one time payment
2023 Annual Corporation/S Corporation/Partnership Tax Preparation (Federal & 1 State)
S Corporation Year-End Planning GUIDE
What's included?
Corporation/S Corporation/Partnership Add-On:
Corporation/
S Corporation/
Partnership Add-On:
PAYMENT PLAN
12 payments of
$62.50
JOIN TODAY
JOIN TODAY
$750
One time payment
WIth BUsiness Income
What's included?
2022 Annual Tax Preparation (Federal & Up to 2 States)
1 TAX PREP PLANNING CALL
Unlimited Access to ask our Tax, Bookkeeping, and CFO teams questions via our client portal through the extended filing deadline
Audit Protection
Just need Tax Prep Only?
What's included?
2022 Annual Tax Preparation (Federal & Up to 2 States)
1 TAX PREP PLANNING CALL
Unlimited Access to ask our Tax, Bookkeeping, and CFO teams questions via our client portal through the extended filing deadline
Audit Protection
$750
One time payment
WIth BUsiness Income
$750
BUsiness Income
One time payment
Just need Tax Prep Only?
Having an expert who understands your business and the tax laws will most likely save you money.
Staying on top of taxes and compliance feels like a full-time job that, let's be honest, you have no time for.
Treating your business like a real business by investing in your business is critical to long-term financial success.
When I first started in this business, I built a whole suite of resources to support business owners DIY-ing their taxes and financial stuff. In fact, so much of our support still centers around empowering you to be in charge of your financial badass-ery.
The reality is... taxes are more complicated than ever. Laws keep changing, the IRS is impossible to get on the phone with and the rising cost of, well, everything makes deductions and savings all the more important.
If I had $1 for every client who came to me because something had been missed when they DIY'd it, I could probably forgive y'all's student loan debt all on my own.
The truth is...
Your financial future is too important to DIY.
This is where you start to stress about the cost, or wonder if you could maybe just handle your own taxes this year. The economy is uncertain, should you really be making this investment?
but but but...
your return is super simple (no business, basic w-2 income).
you're still treating your business like a hobby.
you hate the idea of maximizing tax savings and don't even want to think about deductions.
Head to TurboTax if...
You're building a real business and you're ready to act like it.
you know the diy route isn't going to cut it anymore.
you like the idea of saving more money and building a financially strong business.
Work With Us If...
Know your taxes are handled properly by an experienced team.
Not have to pull your hair out trying to DIY the financial stuff.
Understand the tax stuff and feel confident you're in control.
Not feel judged every time you have a question about the money stuff.
Can you imagine how it would feel to...
our current clients now feel like this and you can, too!
Kathryn b.
I'm obsessed with her and her whole team! She and her team are actually excited about taxes and they make it an enjoyable experience.
Yanna w.
Meg knows how intimidating taxes can be, especially for new entrepreneurs. She and her team handle everything and support you all year long.
WAlter w.
If I get a letter from the IRS, I don't stress. I know Meg and her team will explain it and handle it.
