Trade tax stress for savvy strategies to retain more of your revenue.
MODULE ONE
Tax Planning Fundamentals
Gain a solid foundation in key tax principles needed for strategic planning.
Kick off your journey with an introduction to the essentials of tax law as it pertains to your business, ensuring you understand foundational concepts required for effective tax planning.
MODULE TWO
Organization and Documentation
Establish a robust system for tracking expenses and revenues.
Learn to efficiently manage and maintain financial records which are crucial for accurate tax filing and strategic planning.
MODULE THREE
Deductions and Credits
Improve your ability to recognize and apply all relevant deductions to minimize your tax liabilities.
Delve into the specifics of deductions and credits that are especially beneficial to you as a female entrepreneur, ensuring you don’t miss out on valuable tax-saving opportunities.
MODULE FOUR
Estimating Tax Payments
Learn to accurately estimate and prepare for tax payments.
Master the skills needed to calculate quarterly taxes to prevent underpayment penalties and manage cash flow more effectively.
MODULE FIVE
Tax-Compliant Income Streams
Understand how different business structures impact tax obligations.
Re-evaluate your business structure and its effectiveness in tax liability minimization, exploring restructuring if beneficial.
MODULE SIX
Dealing with IRS Audits
Be well-prepared and confident to handle any audits or inquiries professionally.
Prepare for the unlikely but possible scenario of an IRS audit with confidence by understanding the process and knowing your rights and responsibilities.
MODULE SEVEN
Advanced Tax Strategies
Implement advanced strategies that lead to significant tax savings.
Move beyond basics to explore more sophisticated tax-saving strategies tailored specifically to your business needs.
MODULE EIGHT
Futuristic Tax Planning
Stay ahead by adapting to new tax laws before they are enacted.
Stay informed of potential changes in the tax environment to adapt your tax strategies accordingly, ensuring future compliance and optimization.
MODULE NINE
State-Specific Tax Nuances
Tackle state-specific tax challenges effectively.
Each state has different tax codes that affect your business; learn the specifics for your state to enhance your local tax compliance and saving strategies.
MODULE TEN
International Tax Considerations
Navigate the complexities of international tax laws.
For businesses operating beyond the U.S., understand the implications and strategic approaches to handle international taxation effectively.
MODULE ELEVEN
Integrating New Tax Technologies
Use technology to simplify and enhance your tax planning.
Embrace modern technologies that facilitate better tax management, ensuring accuracy and efficiency in your tax planning process.
MODULE TWELVE
Sustainable Tax Practices for Growth
Develop a scalable tax strategy that grows with your business.
Lay a framework for ongoing tax efficiency that accommodates the evolving complexities as your business scales up, ensuring sustainable growth.
Belief Exploration
Parenting in a tech age challenges presence. Conflicting advice can be overwhelming, but giving up isn't the answer.
I'm Heather Markhardt, and I dedicate my expertise to guiding female entrepreneurs through their financial challenges. With 25 years in accounting, I specialize in strategic tax planning that not only saves you money but also simplifies complex tax issues with a clear, ethical approach. My goal is to empower you by providing the necessary tools and support to enhance your financial freedom, ensuring everything we do together is straightforward and stress-free.
Trade tax stress for savvy strategies to retain more of your revenue.