Do You Need coaching or Advisory?
Coaching
Coaching
Coaching
Coaching is best if you want to:
- Learn how to stay tax-ready all year
- Build consistent recordkeeping habits
- Feel confident managing your finances
Advisory
Coaching
Coaching
Advisory is best if you want to:
- Know where you stand before filing
- Identify issues that could cause tax problems
- Get expert guidance on next steps
What to Expect from my Events?
Tax Advisor & Educator
Confidence Instead of Guessing
Attendees leave knowing exactly what the Internal Revenue Service expects from gig workers and self-employed individuals — no more guessing, Googling, or relying on social media advice.
Clear Separation of Personal vs Business Finances
Most IRS problems start with commingled funds. This workshop shows attendees how to properly separate income and expenses — even if they’re just starting or still using one bank account.
Know What the IRS Actually Cares About (and What It Doesn’t)
We break down high-risk vs low-risk behaviors for Schedule C filers, so attendees stop stressing over the wrong things and start fixing what matters.
Outcome:
- Fewer red flags on Schedule C
- Smarter decisions year-round
- Reduced compliance gaps
Contact Irene to book an event
Lunch & Learn Events
How to use your home office for tax purpose (evening sessions)
How to use your home office for tax purpose (evening sessions)
How to use your home office for tax purpose (evening sessions)
Did you recently start a work from home job and not sure how to deduct expenses from using a home office? Find out if you qualify to write off expenses used to work from home office even if your employer pays for some of the expenses. 7pm or 8pm
Car and Truck Expense vs Mileage.
How to use your home office for tax purpose (evening sessions)
How to use your home office for tax purpose (evening sessions)
Find out what works best for your business. Actual expense deductions or mileage deductions. Both options requires you to track your miles. Find out why and when it matters the most. Don't miss the tracking tips that could save you thousands $$$
How to pay yourself as the owner of a LLC or small business.
How to use your home office for tax purpose (evening sessions)
Work-From-Home Business Startup What tax deductions are allowed?
Are you paying yourself too much or too little? Are you self-employed and not sure how to start paying yourself a salary? Did you know you have options to pay yourself without restructuring your business? Find out how!
Work-From-Home Business Startup What tax deductions are allowed?
Work-From-Home Business Startup What tax deductions are allowed?
Work-From-Home Business Startup What tax deductions are allowed?
Starting a new business while working from home could be tough, challenging and sometimes confusing. Find out what deductions you can use when starting a new business working from home. What tax deductions does the IRS allow?
Estimated Taxes-Do I need to pay?
Work-From-Home Business Startup What tax deductions are allowed?
Basic Legacy Building Tips Passing on your Small Business
Certain taxpayers must make estimated tax payments throughout the year. Taxpayers must generally pay at least 90 percent of their taxes throughout the year. If you don’t, you may owe an estimated tax penalty.
Basic Legacy Building Tips Passing on your Small Business
Work-From-Home Business Startup What tax deductions are allowed?
Basic Legacy Building Tips Passing on your Small Business
When you start your new business or begin building your existing business, you will need to put together a plan of succession. Let's discuss the basic needs for passing on a business to family, partners or friend.
Buying or Selling your Home
How should I structure my new business?
How should I structure my new business?
There is a lot of misconception when it comes to selling your home. Why should I report it on my taxes? When I buy a house , do I get a tax credit? Find out what the IRS ruling is on this issue.
How should I structure my new business?
How should I structure my new business?
How should I structure my new business?
How to structure your new business will depend upon your plan for succession vs success. Let's discuss your options to get a better understanding what will work best for you!
Starting a New Business
How should I structure my new business?
Starting a New Business
Starting a new business is fun, exciting and rewarding. The key is to chose the right business, have the right skills, make sure you are up for the challenge. Let's discuss the working from home options, strategies and steps to get started.