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!
...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 Equitable Wealth 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 to take advantage of tax savings opportunities to make more money.
Taxes, bookkeeping, and business finances are our jam. Let us put our knowledge to use and help you save and make more money.
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.
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.
2024 Annual Individual Tax Preparation (additional fees apply for C Corps, S Corps, and Partnerships)
2024 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
Initial response to all income tax notices related to the 2024 tax year through April 15, 2028
Audit Protection Plan to provide assistance in case you are audited (*some limitations)
One-on-One Calls with our Tax & Bookkeeping Teams to use when you have questions! (*Some limitations)
Weekly Group Office Hours with our Tax, Bookkeeping and CFO Teams to get your questions answered!
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!
Discounted Rates on Legal Compliance Support
Customized Annual Action Plan to help you make progress when it comes to the financial aspects of your business and personal life
Assistance with 1099 filings (*an additional fee will apply for more than 10 filings)
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.
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.
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.
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 the Equitable Money Club, 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!
Join us in June 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!
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.
*New Clients Only
We know, no one wants to budget (that's why we call it money planning). But having a plan for earning and spending your money is crucial to hitting those financial goals. Our Money Plan template helps you do that without feeling any (much) pain and in a way that actually helps you move your business forward, not feel restricted.
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.
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.
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 year-long membership to the Equitable Money Club, 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!
Join us in June 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!
Do you 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'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).
*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 January 31, 2024 or earlier. There are limited spots available and we do expect to sell out.
2024 Annual Personal Tax Preparation
Quarterly Tax Calculations
One-on-One Calls with our Team (*some limitations)
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 initial responses to all 2024 income tax notices through April 15, 2028
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)
Discounted rates on legal and compliance filings and services (such as your annual reports, forming LLCs and state employer account registrations)
NEW CLIENT BONUS: When you sign up by December 31, 2023, we’ll prepare your 2023 tax returns COMPLETELY FOR FREE!
PAY IN FULL BONUS: Join us in June 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!
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):
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!
2024 Annual Personal Tax Preparation (Additional fees apply for C Corps, S Corps, and Partnerships)
Quarterly Tax Calculations
One-on-One Calls with our Team (*some limitations)
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 initial responses to all 2024 income tax notices through April 15, 2028
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)
Discounted rates on legal and compliance filings and services (such as your annual reports, forming LLCs and state employer account registrations)
NEW CLIENT BONUS: When you sign up by December 31, 2023, we’ll prepare your 2023 tax returns COMPLETELY FOR FREE!
PAY IN FULL BONUS: Join us in June 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!
S Corporation Year-End BOOTCAMP WORKSHOP
2024 Annual Corporation/S Corporation/Partnership Tax Preparation (Federal & 1 State)
S Corporation Year-End Planning GUIDE
S Corporation Year-End Planning GUIDE
2024 ANNUAL CORPORATION/S CORPORATION/PARTNERSHIP TAX PREPARATION (FEDERAL & 1 STATE)
S Corporation Year-End BOOTCAMP WORKSHOP
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.
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.