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 three (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 two (worth $97)
Bonus number five (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 four (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 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!
Equitable Money Club Membership
Bonus number one (worth $997)
Money Meetings Tooklit
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!
🤩 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.
There are bonuses, too?
Did WE mention that
*6 spots available
(only 3 spots left!)
Sign up by December 31st and we will also prepare your 2023 Tax Return!*
*New Clients Only
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
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:
Ready to get started?
- 2024 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)
- Customized Annual Action Plan to help you make progress when it comes to the financial aspects of your business and personal life
- One-on-One Calls with our Team *See note below.
- Unlimited access to ask us questions via the client portal
- Weekly Group Office Hours with our team to get all of your tax + money 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, etc.
- Initial response to all income tax notices related to the 2024 tax year through April 15, 2028
- 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)
- Legal Compliance Assistance & Support with things like forming an entity and your annual report filing with the state (*depending on the service and the state, some may be included in your package and others will be offered at heavily discounted rates)
*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 January 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,
I've got answers
$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."
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!
2024 equitable wealth package
grab your spot today
*PAY IN FULL BONUS
(VIP GROUP CFO DAY):
6 spots available
(only 3 spots left!)
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!
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!
2024 equitable wealth package
*PAY IN FULL BONUS (VIP GROUP CFO DAY):
6 spots available
(only 3 spots left!)
S Corporation Year-End BOOTCAMP WORKSHOP
$800
pay in full
one time payment
2024 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
$800
S Corporation Year-End Planning GUIDE
one time payment
Corporation/
S Corporation/
Partnership
Add-On:
2024 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 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...
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 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.
