Book your free 30 minute Tax Assessment Call below. We'll review your numbers, show you how our process works, and you'll leave with a clear plan and an estimate of your potential savings.
Times shown in your local timezone · Only 5 spots available this month
Free
The Childcare Owner's Tax Planning Guide. The book that turns "I'll deal with taxes later" into an actual plan. Written for center based childcare owners, not general small business.
Revenue, entity structure, how you're paying yourself, and how expenses are tracked across your locations. This is where the overpaying usually shows up.
What proactive, year round tax strategy looks like for a center based childcare business, and how it differs from what your current accountant is doing.
A clear picture of the moves available to you this year, and an estimate of what they could be worth. Yours to keep, whether or not we work together.
Nothing formal needed, but the more of this you have, the more specific we can be.
Business and personal, if you have both. This tells us more in two minutes than an hour of questions.
A ballpark is fine. Plus what you're currently paying yourself and roughly what you paid in taxes last year.
How many centers you run, whether you own or lease, and anything you're planning to open or acquire this year.
As an Enrolled Agent, David is federally licensed to represent taxpayers before the IRS. We work with one industry, childcare, so you won't spend your 30 minutes explaining how your business works.
Yes. No cost and no obligation. It's a working session on your actual situation. If we're a fit, we'll tell you what working together looks like. If we're not, you'll still leave with a clearer view of your tax position.
Pick a time above and show up for the call. That's the only requirement. No purchase, no card, no shipping charge. It's our thank you for showing up, and it's yours whether or not we end up working together.
Book the call anyway. Estimates are enough to have a useful conversation. We'd rather talk in rough numbers now than have you push the call out by three weeks.
No. Most owners who book already have a CPA they like. Preparing a return and planning your tax position are two different jobs, and the call looks at the second one.
Yes. Once you book, check your inbox for the confirmation and calendar invite, and you can move your time from there. Please don't just no-show; spots are capped and someone else can use it.
Not this call. Our strategies are built for center based childcare businesses doing $500K to $10M+ a year, so we wouldn't be the right fit.