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. 

five-stars

$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 Annual Individual Tax Preparation (includes rental property income and Schedule C businesses)

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!

🎉 PAY IN FULL BONUS: Join us in January for a virtual VIP Group CFO Day, where we'll work through our biggest money challenges in our businesses in a judgment-free environment with fellow business owners! Exact format and content of the day will be customized on participants, but potential topics could include: cash flow projections and tracking, pricing strategies, how to afford to build out and pay your team, increasing your revenues and more!

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

*PAY IN FULL BONUS
(VIP GROUP CFO DAY):

 8 7 spots available

$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 Annual Individual Tax Return Preparation (includes rental property income and Schedule C businesses)

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

🎉 NEW CLIENT BONUS: We'll prepare your 2024 tax returns COMPLETELY FOR FREE! ( must sign up by December 31, 2024)


🎉 PAY IN FULL BONUS: Join us on January 16th from 12:30pm - 2:30pm EST for a virtual VIP Group CFO Day, where we’ll work through our biggest money challenges in our businesses amongst a group of like-minded, judgment-free fellow business owners. The exact format and content of the day will be customized based on the participants, but potential topics will include: cash flow projections and tracking, pricing strategies, how to afford to build out (and pay!) your team, increasing your revenues and more! 

*PAY IN FULL BONUS (VIP GROUP CFO DAY):

 8 5 spots available

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).

The Equitable Wealth Package includes:

  • 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!

So much goodness! Within a few days of signing up, you'll receive several welcome emails, with a few action steps to take:

  • 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'm so glad you asked. We are different (and better!) than that (let's be honest) cheaper CPA you've been eyeing and here's why:

  • 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. 

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...

just handle my taxes already

to say goodbye to the boring tax stuff?

Are you ready

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

opportunity cost of hours saved!

$345,000+

BUSINESSES SUPPORTED

150+

TAX RETURNS EVERY YEAR

200+