Boring Entity Talk? IRS Notices,& a Bit of Tax Magic

Table of Contents

• IRS Notices: Now With Less Panic!

• Week 2 - Tax Planning Cohort

  • Upcoming Schedule

    • Refer our Newsletter - Get Free Stuff

IRS Notices: Now With Less Panic!

Nobody likes getting an IRS notice. You send them to us all the time—and trust us, we get it. After two decades of wrangling with these delightful little love letters from the IRS, we can confirm: they are still a giant pain.

But good news! That pain? Manageable now.

We now have the ability to monitor your IRS account in real time. That means we can spot notices before they hit your mailbox, address issues early, and generally keep you in the know.

What does this mean for you?
• Clarity
• Advance warning
• Confidence that we’re already on it before you even know “it” exists

Case in point: one of our clients had a juicy five-figure refund being mysteriously delayed. We accessed their account, identified the IRS-generated hiccup, worked out a fix, and best of all—we knew their refund was being released a full week before the check hit the mailbox.

Now imagine if we got six months’ notice that a client was about to be audited. That’s not science fiction anymore. That’s prep time. And when it comes to audits, time = better outcomes.

If you’re part of The Collective or signed up for Audit Protection, you already have this superpower.

For the rest of you, want in? Just hit reply and we’ll get you sorted.

Week 2 - Tax Planning Cohort

We just wrapped up the first session of our four-part Tax Planning Cohort—and honestly, it was fire (as far as tax talk goes). Session #2 is coming up this Wednesday at 6pm CST, and we’re diving into:
Smart Entity Choices: Building a Tax-Efficient Business

Now, I know what you're thinking: “Entity structure? Sounds boring as hell.”
You're not wrong... except, actually, you are.

Because here’s the truth: there’s no bigger decision you’ll make as an entrepreneur that impacts your long-term tax bill more than your entity structure.
And here's the kicker—there’s no one-size-fits-all. The right structure depends on your goals, income, growth plans, how you pay yourself, and about 47 other things. But the good news? You’re allowed to change it. Redesign it. Realign it. And we’ll show you how.

 If you’re in The Collective, you get access to all four sessions, plus a bunch more (replays, guides, checklists—you know, the good stuff).
 Sign up here: Join The Collective

And in case you're wondering, here’s what the rest of the series looks like:

For those that want a more white glove approach, check out the other options we can provide for you - Tax Advisory Services 

 I am still hitting all the road shows, check me out the next couple of weeks-

Refer our newsletter to colleague or a friend and we will give you a free entry to our Tax Planning Cohort, recordings and all. Simply click to share below -