Sign up by December 31st and we'll prepare your 2024 Tax Return FOR FREE!*
*New Clients Only
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 your money.
Imagine how it would feel to...
our current clients say it feels great 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.
$3,500
Pay in full
One time payment
grab your spot today
$300
12 payments of
Payment plan
Here's what you get when you sign up for the
Equitable Wealth Package:
You Had Me At "I'll Do Your Taxes For You."
2025 Quarterly Tax Calculations
Assistance with 1099 filings
Year-Round Support:
- One-on-One Calls with our Team
- Unlimited access to ask us questions
- Ongoing Group Office Hours with our team
- Access to our library of workshops and resources on specific topics such as retirement, etc.
We'll respond to your IRS notices for you!
Audit Protection Plan in case you get audited
Discounted rates on legal and compliance filings and services
Your business featured in our Community Directory
🎉 NEW CLIENT BONUS: When you sign up by December 31, 2024, we’ll prepare your 2024 tax returns COMPLETELY FOR FREE!
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!
2025 equitable wealth package
grab your spot today
$800
S Corporation Year-End Planning GUIDE
one time payment
Corporation/
S Corporation/
Partnership
Add-On:
2025 ANNUAL CORPORATION/S CORPORATION/PARTNERSHIP TAX PREPARATION (FEDERAL & 1 STATE)
pay in full
PAYMENT PLAN
12 payments of
$67.00
add-on
add-on
What's included?
S Corporation Year-End MAINTENANCE WORKSHOP
grab your spot today
$3,500
Pay in full
One time payment
GRAb your spot today
$300
12 payments of
Payment plan
Here's what you get when you sign up for the
Equitable Wealth Package:
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!
2025 Quarterly Tax Calculations
Assistance with 1099 filings
Year-Round Support:
- One-on-One Calls with our Team
- Unlimited access to ask us questions
- Ongoing Group Office Hours with our team
- Access to our library of workshops and resources on specific topics such as retirement, etc.
We'll respond to your IRS notices for you!
Audit Protection Plan in case you get audited
Discounted rates on legal and compliance services
Your business featured in our Community Directory
2025 equitable wealth package
S Corporation Year-End MAINTENANCE WORKSHOP
$800
pay in full
one time payment
2025 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
$67.00
add-on
add-on
In fact, I’m a CPA-turned-entrepreneur with over 14 years of experience in the finance & tax world
I started my own Tax & Accounting firm to support marginalized business owners with the financial stuff
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.
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).
- 2025 Annual Individual Tax Return Preparation (additional fees apply for C Corps, S Corps, and Partnerships)
- Quarterly Tax Calculations
- Assistance with 1099 filings (*an additional fee will apply for more than 10 filings)
- One-on-One Calls with our Team *See note below.
- Unlimited access to ask us questions via the client portal
- Ongoing Group Office Hours with our team to get all of your tax, bookkeeping, and financial questions answered
- Access to our library of workshops and resources on specific topics such as retirement, etc.
- Initial response to all income tax notices related to the 2025 tax year through April 15, 2029
- 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)
- Discounted rates on legal and compliance filings and services (such as your annual reports, forming LLCs and state employer account registrations)
- Your business featured in our Community Directory, which gets sent out to our entire email list in January, listed on our website and promoted on our social media throughout the year
For S Corporations Only:
- Annual S Corp Office Hours to walk through year-end tax and payroll must-do tasks
- Annual Reasonable Compensation Reports for every owner that actively works in the business
*A note about one-on-one calls: While we are not going to limit the number of calls you can receive overall, we will have limitations on the number you can book during certain high volume periods. This ensures that everyone can get a call. We will be reaching out regularly throughout the year to remind you to book a call to check in!
- 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 Equitable Money Club Membership, where you will find the Bonuses: 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.
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 $800. You can add this on the sales page!
No, this is not a membership. When you sign up, you are committing to working with us for the entire year. You are responsible for paying the full amount whether you pay in full or choose the payment plan.
So that we can conduct the tax season, doors to the Equitable Wealth Package will close by December 31, 2024 or earlier. There are limited spots available and we do expect to sell out.
When is the deadline to sign up?
I still have questions. Can I email you?
Is this a membership?
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?
How is this different than any other CPA?
what happens once I sign up?
What does the tax preparation include?
you've got questions,
WE've got answers
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.
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...
grab your spot today
$3,500
Pay in full
One time payment
grab your spot today
$300
12 payments of
Payment plan
Grab your spot today with one of these options:
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