New Client Orientation

Hosted Monthly

Join us for our monthly New Clients Meeting, where you'll have the opportunity to: discover our services. meet your accountant, Interactive Q&A, Gt Onboarded, Gain access to your portal.

Prepare to embark on a productive partnership with us. We look forward to welcoming you and helping you achieve your financial goals!

Class #2

Mastering  S Corporations: Tax Advantages and Compliance Essentials

Join our concise webinar to master the art of running an S Corporation (S Corp) in just a single session. Learn the key principles of effective S Corp management, harness tax advantages, and ensure compliance effortlessly. Elevate your business success - register now and unlock the potential of your S Corp.

Class #3

Balancing Your Job and Side Business

Balancing Your Job and Side Business is a dynamic course designed to help you successfully juggle the demands of your full-time job while nurturing and growing your side business. In today's fast-paced world, many individuals are pursuing entrepreneurial ventures alongside their career, and this course equips you with the essential skills and strategies needed to thrive in both spheres.

Class #4

Managing 1099, LLC and Partnership Entities

Managing Partnership and LLC Entities is a concise course that provides essential insights and practical strategies for effectively overseeing and maximizing the benefits of your partnership or limited liability company (LLC). Whether you're a business owner, investor, or member in an LLC or partnership, this course equips you with the knowledge to navigate these entities successfully.

Webinar #5

Navigating High Incomes Class

The Navigating High Incomes According to the Tax Code class equips high earners with the knowledge and strategies to efficiently manage their incomes while minimizing tax liabilities and ensuring compliance with tax law.

Webinar #6

Advanced Tax Strategies

The Advanced Tax Strategies class is a concise and focused course designed  to elevate their understanding of tax planning and optimization to an advanced level. This course delves into sophisticated tax strategies that can significantly reduce tax liabilities and enhance financial outcomes for high-income individuals, businesses, and investors.