Watch this short breakdown to see why profitable childcare businesses keep overpaying the IRS, even with a CPA, and the exact moves that change it.
If you're writing $35,000+ in checks to the IRS every year, you don't have a bookkeeping problem. You have a strategy problem.
Built specifically for childcare operators
Most childcare owners think they have a tax preparation problem.
In reality, they have a tax planning problem.
So they hire a cheaper preparer. They send over a shoebox of receipts in March. Their CPA files the return correctly, then hands them a five or six figure bill they had no chance to change.
By the time the return is filed, every decision that mattered (entity structure, owner compensation, how each site's expenses were tracked, when equipment and build outs were placed in service) was already locked in months earlier.
Filing is reporting. Strategy is what happens before there's anything to report.
Even if we never work together, you'll leave with more clarity on your tax position than most owners get from a full year with their accountant.
We only take on 5 new clients a month, so we keep the call for owners it can genuinely move the needle for.
What we're checking for
You're a licensed center owner currently paying $35,000+ in taxes a year
You run a center based business: single site, multi site or franchise
Your enrollment size is big enough for the strategies to move real money
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.
Tax Assessment Plan qualification
Three questions and your contact details · Only 5 spots per month
Your details go straight to David's team · Qualify, book, show up and the book is yours
Here's what happens when your tax strategy actually works year round.
Real childcare center owners. Real tax savings. Zero fluff.
No waiting on a callback to find out. The form tells you immediately whether you're a fit.
Pick a 30 minute slot that works for you. You'll get a confirmation email with a calendar invite.
It covers what to expect, what to bring, and how to get the most out of your 30 minutes. Watch it and you'll leave the call with a real plan.
Show up for your assessment and David's book is free, on top of the plan you walk away with.
We work with one industry: childcare. That means we already know how your revenue behaves, where your labor costs sit, how food programs and subsidy payments hit your books, and what multi site growth does to your tax position.
Answer the four questions above and, if you're a fit, you'll go straight to the calendar. We'll look at your actual numbers and show you where your current setup is costing you money.
Important
Because this is a hands on strategy session, we only offer assessments to childcare businesses that:
If that's you, take sixty seconds and see where you stand.
Most CPAs are excellent at preparing and filing an accurate return. That's a backward looking job. It reports what already happened. Tax strategy is forward looking: it changes the decisions that determine the number on that return. Plenty of our clients came to us with a CPA they liked, and were still overpaying because nobody was planning ahead.
Yes. There's 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.
We look at your revenue, your entity structure, how you're paying yourself, and how your expenses are being tracked across your locations. From there we identify what's driving your tax bill and the specific moves available to you this year.
No. Our strategies are built for center based childcare businesses doing $500K to $10M+ a year. In home providers are a different tax picture, and we wouldn't be the right fit.
The opposite, actually. It's where the biggest opportunities usually are. Multi site operators tend to have the messiest expense tracking and the most to gain from proper entity structure and allocation.
No. Everything we discuss is legitimate, documented tax planning. David is an Enrolled Agent, federally licensed to represent taxpayers before the IRS, so strategies are built to be defensible, not clever.
Book your free assessment and attend it. 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.
No. Messy books are one of the most common reasons owners overpay, and cleaning them up is part of the work. Come as you are.
Because proactive strategy is hands on work, not a filing service. Capping intake is how we keep the depth of attention each client's plan requires.