*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.
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!
*PAY IN FULL BONUS
(VIP GROUP CFO DAY):
S Corporation Year-End Planning GUIDE
2025 ANNUAL CORPORATION/S CORPORATION/PARTNERSHIP TAX PREPARATION (FEDERAL & 1 STATE)
S Corporation Year-End MAINTENANCE WORKSHOP
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!
S Corporation Year-End MAINTENANCE WORKSHOP
2025 Annual Corporation/S Corporation/Partnership Tax Preparation (Federal & 1 State)
S Corporation Year-End Planning GUIDE
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.
...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).
*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!
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.
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...
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?
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.
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.
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 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).