save me from my tax woes

Welcome to our judgement-free zone, where you can stop stressing that you're doing them wrong, stop worrying about going to jail if you mess up (you won't), and stop wasting your time doing something you hate...
 
...and let our qualified team do them for you!

Do you hate doing your business taxes?

yup, WE get that.

I understand what you do as an online business owner unlike your parents, your friends from high school, and basically every other CPA you talk to. because I am one too.

I believe that you deserve tax support year-round, not just on April 15th.

I hate paper organizers, boxes of receipts, and anything that requires you to do more work than absolutely necessary. We're both too busy for that sh*t.

I know how much you HATE taxes, so we make it simple, judgment-free, and, dare I say: fun!

Hey, I'm Meg, and I'm not your "normal" CPA (I'm a cool CPA 😉).

 #NotYourParentsAccountant

...oh yeah, and I've kissed Zac Efron, ran for State Senate, and have a s'more for dessert every night (and a sprinkles donut every Donut Friday).

Get someone else to worry about them for you. That's why we created our Done-For-You Tax Prep Package. So that you literally do not have to worry about this.

But we also make the process suck less too. The M.O. of most CPAs I know is to send you a massive paper form to fill out every year and ask you to mail back all of your documents (WTF?). And then you NEVER hear from them until they send you your return. You close your eyes, sign just to check it off your list and hope for the best, but do you really know what's going on with your taxes?

I'm guessing that's a big N-O, which is why we don't leave you in the lurch after we file your return. We provide ongoing tax support and guidance so we can take advantage of tax savings opportunities to make you more money.

The trick to making business taxes suck less?

otherwise known as the answer to your prayers

The Year-Round Tax Prep Package

Introducing

Unless you read the Tax Code in your spare time, we know more about tax than you do. Let us put that knowledge to use and help you save some money.

save you money

03

We're not writing our own legal contracts (#notalawyer) so why are you doing your own taxes? Stop worrying you're doing something wrong; let an expert- us- help.

take the worry out of taxes

02

Taxes are kind of our thing, so let us handle them for you. That way, you can get back to doing the things you LOVE in your business and leave the tax stuff to us.

give you back your time

01

This prep package will:

Love it. So what do I actually get?

 Basically... everything you need to do for taxes = done for you.

2023 Annual Individual Tax Preparation (including your Schedule C businesses and rental properties)

2023 Quarterly Tax Calculations so that all you have to do is make the payment!

Unlimited access to ask our tax & bookkeeping team questions via our client portal

Unlimited handling of all notices related to the 2023 tax year through April 15, 2026

Audit Protection Plan to provide assistance in case you are audited (*some limitations)

3 hours of One-on-One Calls with our Tax & Bookkeeping Teams to use when you have questions!

Weekly Group Office Hours with our Tax, Bookkeeping and CFO Teams to get your questions answered!

Dedicated One-on-One Office Hours with our Bookkeeping Team at various times throughout the year

Monthly Workshops with Q&As on specific topics such as retirement, cash flow planning and more!

When you sign up for the 2023 Annual Tax Prep Package by December 31, 2022, we'll do your 2022 taxes completely for free!
 
So you get 2022 and 2023 for the price of one year!

WAIT... What about my
2022 taxes?

Glad you asked.

Sign me up and
save me money!

LIMITED TIME DEAL!

Looking for tax prep but don't need year-round support? Click to sign up for our
Tax Prep Only with Business Income or Tax Prep with No Business Income.

We know, no one wants to budget. But having a plan for earning and spending your money is crucial to hitting those financial goals. Our Budget Tracker helps you do that without feeling any (much) pain and in a way that actually helps you move your business forward, not feel restricted. 

Budget Tracker

Bonus number two (worth $97)

If you don't track it, you can't understand it. Someone big and famous said that, we're pretty sure. Regardless, it's the truth, and that's why we're giving you our Cash Flow Tracker Template - so that you can finally get on top of tracking your cash and stop stressing about never having enough money in the bank.

Cash Flow Tracker

Bonus number one (worth $97)

There are bonuses too?

Did WE mention that

Money Meetings Tooklit

Bonus number four (worth $97)

Are you doing all the hustlin' but still feel like you're not getting anywhere? Making sure your offers are profitable is the BEST way to ensure you're getting the biggest return on your time in your business. Our easy-to-use Profit Calculator will help you understand the bottom line, so you can make big things happen.

Profit Calculator

Bonus number three (worth $97)

Managing the money in your business isn't just about taxes. We also need to deal with cash flow, budgeting, pricing and so much more. That's why we're gifting you a membership to Badass Money Makers, the premier online membership to help you manage and grow the money in your business. With monthly workshops, weekly money meetings, dedicated office hours with our tax and bookkeeping teams, and more, you'll have all the support you need to take your biz to the next level! 

Badass Money Makers Membership

Bonus number five (worth $97)

Money Meetings Tooklit

Bonus number four (worth $97)

For our new clients, when you sign up for the 2023 Annual Tax Prep Package by December 31, 2022, we'll prepare your 2022 tax returns completely free! That's two years of tax returns for the price of one. You don't need to be an accountant to know that's a good deal. 

2022 TAX PREP

SIGN UP BY
DECEMBER 31, 2022!

When you pay in full for the 2023 Annual Tax Prep Package, you'll become one of our Community Spotlight Partners, giving you exposure for your business in front of our community of thousands! Community Spotlights get a social media feature post, one feature in our email newsletter, the opportunity to write for our blog and an appearance on one of our
podcast episodes!

2022 TAX PREP

PAY IN FULL BONUS

Do you. know you're supposed to review your "numbers" on a regular basis? Do you put it off because you have no idea where to start? We've got you covered. Our Money Meetings Toolkit has everything you need for your regular money check-ins without all the stress, confusion, and panic of not knowing what to do.

We know, no one wants to budget. But having a plan for earning and spending your money is crucial to hitting those financial goals. Our Budget Tracker helps you do that without feeling any (much) pain and in a way that actually helps you move your business forward, not feel restricted. 

Budget Tracker

Bonus number two (worth $97)

If you don't track it, you can't understand it. Someone big and famous said that, we're pretty sure. Regardless, it's the truth, and that's why we're giving you our Cash Flow Tracker Template - so that you can finally get on top of tracking your cash and stop stressing about never having enough money in the bank.

Cash Flow Tracker

Bonus number one (worth $97)

There are bonuses too?

Did WE mention that

Money Meetings Tooklit

Bonus number four (worth $97)

Are you doing all the hustlin' but still feel like you're not getting anywhere? Making sure your offers are profitable is the BEST way to ensure you're getting the biggest return on your time in your business. Our easy-to-use Profit Calculator will help you understand the bottom line, so you can make big things happen.

Profit Calculator

Bonus number three (worth $97)

Managing the money in your business isn't just about taxes. We also need to deal with cash flow, budgeting, pricing and so much more. That's why we're gifting you a membership to Badass Money Makers, the premier online membership to help you manage and grow the money in your business. With monthly workshops, weekly money meetings, dedicated office hours with our tax and bookkeeping teams, and more, you'll have all the support you need to take your biz to the next level! 

Badass Money Makers Membership

Bonus number five (worth $97)

Money Meetings Tooklit

Bonus number four (worth $97)

For our new clients, when you sign up for the 2023 Annual Tax Prep Package by December 31, 2022, we'll prepare your 2022 tax returns completely free! That's two years of tax returns for the price of one. You don't need to be an accountant to know that's a good deal. 

2022 TAX PREP

SIGN UP BY
DECEMBER 31, 2022!

When you pay in full for the 2023 Annual Tax Prep Package, you'll become one of our Community Spotlight Partners, giving you exposure for your business in front of our community of thousands! Community Spotlights get a social media feature post, one feature in our email newsletter, the opportunity to write for our blog and an appearance on one of our podcast episodes!

2022 TAX PREP

PAY IN FULL BONUS

2022 TAX PREP

Do you. know you're supposed to review your "numbers" on a regular basis? Do you put it off because you have no idea where to start? We've got you covered. Our Money Meetings Toolkit has everything you need for your regular money check-ins without all the stress, confusion, and panic of not knowing what to do.

Join today

$3,000

Pay in full

One time payment

Join today

$250

12 payments of

Payment plan

Join today with one of these options

Ready to get started?

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Alexis B.

With all the tax changes that happened this year, working with Meg was a gift! I can't imagine what we would have missed trying to do the books ourselves. I'm so glad we invested in her.

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Jill H.

Switching to Meg for my taxes was one of the best choices I've ever made! Taxes can be excruciatingly stressful, especially when you are a contractor. Meg is professional and warm, always making sure that every detail and question is addressed swiftly. Truly Meg is a dream to work with!

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Chantelle D-G.

Working with Meg over the last year has been so freaking helpful. Yes, she's a tax superstar — and shows me what I should be paying for quarterly estimates (and why!) as well as doing my annual taxes. I've been grateful to to have Meg so that I don't have to wonder if I'm doing the right things tax/official money wise. 

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five-stars
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Alexis B.

With all the tax changes that happened this year, working with Meg was a gift! I can't imagine what we would have missed trying to do the books ourselves. I'm so glad we invested in her.

speech-mark

Jill H.

Switching to Meg for my taxes was one of the best choices I've ever made! Taxes can be excruciatingly stressful, especially when you are a contractor. Meg is professional and warm, always making sure that every detail and question is addressed swiftly. Truly Meg is a dream to work with!

speech-mark

Chantelle D-G.

Working with Meg over the last year has been so freaking helpful. Yes, she's a tax superstar — and shows me what I should be paying for quarterly estimates (and why!) as well as doing my annual taxes. I've been grateful to to have Meg so that I don't have to wonder if I'm doing the right things tax/official money wise. 

Next

Prev

five-stars

We're a qualified team of CPAs, bookkeepers, content creators and all-around doers on a mission to turn online educators, service providers and coaches from "not numbers people" to badass money makers.

We love Excel, get that the money stuff is cringy and are firm believers in educating, supporting and empowering marginalized business owners to master the financial side of their businesses to build power, wealth and success.

Our superpowers are making overwhelming financial concepts easily digestable, taking action to get sh*t done and having entire conversations in GIFs (seriously... try us).


WE'RE ready to be your biz money besties

We're a qualified team of CPAs, bookkeepers, content creators and all-around doers on a mission to turn online educators, service providers and coaches from "not numbers people" to badass money makers.

We love Excel, get that the money stuff is cringy and are firm believers in educating, supporting and empowering marginalized business owners to master the financial side of their businesses to build power, wealth and success.

Our superpowers are making overwhelming financial concepts easily digestable, taking action to get sh*t done and having entire conversations in GIFs (seriously... try us).


WE'RE ready to be your biz money besties

Join today

$3,000

Pay in full

One time payment

Join today

$250

12 payments of

Payment plan

Join today with one of these options

Ready to get started?

The Done-For-You Tax Prep Package includes:

  • 2023 Annual Individual Tax Return Preparation: Up to Two Businesses (Schedule C); Up to Two Rental Properties; Up to Two State Returns; (add'l included for a fee)
  • 2023 Quarterly Tax Calculations 
  • Year-Round Support: 3 hours of One-on-One Calls with our Tax & Bookkeeping Teams to get all of your questions answered (can be used in 30- or 60-minute increments); Unlimited access to ask us questions via the client portal; Weekly Group Office Hours with our Tax and Bookkeeping Teams; Dedicated One-on-One Office Hours with our Bookkeeping Team at various times throughout the year; Monthly Workshops with Q&As on specific topics such as retirement, etc.
  • Unlimited handling of all notices related to the 2023 tax year through April 15, 2026
  • Audit Protection Plan (provides a CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)
  • PAY IN FULL:  Become one of our Community Spotlights and gain exposure for your business. Community Spotlights get a social media feature post, one feature in our email newsletter, the opportunity to write for our blog and an appearance on one of our podcast episodes!
  • SIGN UP BY DECEMBER 31, 2022: We'll prepare your 2022 tax returns for free! This includes your 2022 individual Federal + state returns (same limitations on activity as for 2023) and your 2022 S Corporation / C Corporation / Partnership Federal + state returns if you signed up for the S Corporation / Corporation / Partnership Add-On.

So much goodness! Within a few days of signing up, you'll receive several welcome emails, with a few action steps to take:

  • Sign your Client Agreement (required to move forward!)
  • Set up your log-in for your Client Portal
  • Start uploading your financial documents! (we give you a checklist, don't worry)
  • Book Your First Call

You'll also receive an email with log-in instructions to the membership, where your Biz Money Bundle (Cash Flow Tracker, Budget Tracker, Profit Calculator and Money Meetings Toolkit).
I'm so glad you asked. We are different (and better!) than that (let's be honest) cheaper CPA you've been eyeing and here's why:

  • I (Meg!) am an online business owner, so I understand the online world. 
  • We understand you're wearing a lot of hats. We believe in making things more streamlined, more efficient, and easier to use!
  • We're not your traditional CPA firm (i.e., not a bunch of white guys in suits). Diversity, equity and justice are at the core of our values and we welcome and celebrate all business owners.
  • Unlike most CPAs, we won't only talk in April. We believe in providing you with ongoing support so that's what you're going to get. If you have a question, you'll always know where to find us.

Yes, but...

We do offer a Tax Prep Only Package, which you can sign up for here (Tax Prep Only with Business Income or Tax Prep  with No Business Income).

Unless you have an extremely simple tax return (no business income, no rental properties, etc.) we highly recommend our Annual Tax Prep Package. When joining our Annual Tax Prep Package, many of our new clients learn that they have been missing out on critical tax deductions, failing to make required quarterly payments, or skipping out on integral financial systems and processes necessary to make more money. These are all things we help with inside of our Annual Tax Prep Package.

As long as you file "Married Filing Jointly" with your spouse, absolutely. The tax prep package includes your Individual Tax Return, which includes your spouse's income, deductions, etc. as long as you file married filing jointly. If you decide to file married filing separately, we can prepare both returns for an additional fee (please email our support team at support@megkwheeler.com) for more details.

Both! Unless your business has elected to be classified as an S Corp for tax purposes (see the next question), your business profits (or losses) are reported on your individual tax return. So our tax prep includes the preparation of your individual tax return AND the inclusion of your business profits/losses on that return.

Absolutely! However, because we'll also need to prep your S Corp return (Federal and State), there is an additional charge of $750. You can add this on the sales page!

Totally! Reach out to our team at support@megkwheeler.com and we'll get those questions answered.

Send your questions directly to our team!

Every tax situation is unique, just like your business. If you have a question specifically about how our done-for-you tax prep services can make your life a heckuva lot easier, send it straight to us via VideoAsk!  

Let's talk

Send your questions directly to our team!

Every tax situation is unique, just like your business. If you have a question specifically about how our done-for-you tax prep services can make your life a heckuva lot easier, send it straight to us via VideoAsk by clicking on the video to the right!  

Join today

$3,000

Pay in full

One time payment

Join today

$250

12 payments of

Payment plan

What are my options?

You Had Me At "I'll Do Your Taxes For You."

2023 Annual Personal Tax Preparation

Quarterly Tax Calculations 

3 Hours of One-on-One Calls with our Team

One-on-One Office Hours with our Bookkeeping Team offered at various times throughout the year

Weekly Group Office Hours with our Team

We'll handle all 2023 notices through April 15, 2026

Audit Protection Plan (provides CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)  

PAY IN FULL BONUS: Become one of our Community Spotlights with an email feature; social media; podcast; and blog post

SIGN UP BY DECEMBER 31, 2022: We'll prepare your 2022 tax returns!


2023 Annual Personal Tax Preparation
Quarterly Tax Calculations 
3 Hours of One-on-One Calls with our Team
One-on-One Office Hours with our Bookkeeping Team offered at various times throughout the year
Monthly Workshops on Money-Related Topics
Weekly Group Office Hours with our Team
We'll handle all 2023 notices through April 15, 2026
Audit Protection Plan (provides CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations) 
PAY IN FULL BONUS: Become one of our Community Spotlights with an email feature; social media; podcast; and blog post
SIGN UP BY DECEMBER 31, 2022: We'll prepare your 2022 tax returns!

2023 year-round Tax Prep

Join today

$3,000

Pay in full

One time payment

Join today

$250

12 payments of

Payment plan

What are my options?

You Had Me At "I'll Do Your Taxes For You."

2023 Annual Personal Tax Preparation

Quarterly Tax Calculations 

3 Hours of One-on-One Calls with our Team

One-on-One Office Hours with our Bookkeeping Team offered at various times throughout the year

Weekly Group Office Hours with our Team

We'll handle all 2023 notices through April 15, 2026

Audit Protection Plan (provides CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations)  

PAY IN FULL BONUS: Become one of our Community Spotlights with an email feature; social media; podcast; and blog post

SIGN UP BY DECEMBER 31, 2022: We'll prepare your 2022 tax returns!


2023 Annual Personal Tax Preparation
Quarterly Tax Calculations 
3 Hours of One-on-One Calls with our Team
One-on-One Office Hours with our Bookkeeping Team offered at various times throughout the year
Monthly Workshops on Money-Related Topics
Weekly Group Office Hours with our Team
We'll handle all 2023 notices through April 15, 2026
Audit Protection Plan (provides CPA or EA to represent you in the event your return is audited for up to 3 years after filing; *some limitations) 
PAY IN FULL BONUS: Become one of our Community Spotlights with an email feature; social media; podcast; and blog post
SIGN UP BY DECEMBER 31, 2022: We'll prepare your 2022 tax returns!

2023 year-round Tax Prep

$750

pay in full

one time payment

2023 Annual Corporation/S Corporation/Partnership Tax Preparation (Federal & 1 State)

S Corporation Year-End Planning GUIDE

What's included?

Corporation/S Corporation/Partnership Add-On:

Corporation/
S Corporation/
Partnership Add-On:

PAYMENT PLAN

12 payments of

$62.50

JOIN TODAY

JOIN TODAY

$750

pay in full

one time payment

2023 Annual Corporation/S Corporation/Partnership Tax Preparation (Federal & 1 State)

S Corporation Year-End Planning GUIDE

What's included?

Corporation/S Corporation/Partnership Add-On:

Corporation/
S Corporation/
Partnership Add-On:

PAYMENT PLAN

12 payments of

$62.50

JOIN TODAY

JOIN TODAY

just handle my taxes already

to say goodbye to the boring tax stuff?

Are you ready

Having an expert who understands your business and the tax laws will most likely save you money.

Staying on top of taxes and compliance feels like a full-time job that, let's be honest, you have no time for.

Treating your business like a real business by investing in your business is critical to long-term financial success.

When I first started in this business, I built a whole suite of resources to support business owners DIY-ing their taxes and financial stuff. In fact, so much of our support still centers around empowering you to be in charge of your financial badass-ery.

The reality is... taxes are more complicated than ever. Laws keep changing, the IRS is impossible to get on the phone with and the rising cost of, well, everything makes deductions and savings all the more important.

If I had $1 for every client who came to me because something had been missed when they DIY'd it, I could probably forgive y'all's student loan debt all on my own.

The truth is...

Your financial future is too important to DIY.

This is where you start to stress about the cost, or wonder if you could maybe just handle your own taxes this year. The economy is uncertain, should you really be making this investment? 

but but but...

your return is super simple (no business, basic w-2 income).

you're still treating your business like a hobby.

you hate the idea of maximizing tax savings and don't even want to think about deductions.

Head to TurboTax if...

You're building a real business and you're ready to act like it.

you know the diy route isn't going to cut it anymore.

you like the idea of saving more money and building a financially strong business.

Work With Us If...

Know your taxes are handled properly by an experienced team.
Not have to pull your hair out trying to DIY the financial stuff.
Understand the tax stuff and feel confident you're in control.
Not feel judged every time you have a question about the money stuff.

Can you imagine how it would feel to...

our current clients now feel like this and you can, too!

Kathryn b.

I'm obsessed with her and her whole team! She and her team are actually excited about taxes and they make it an enjoyable experience.

Yanna w. 

Meg knows how intimidating taxes can be, especially for new entrepreneurs. She and her team handle everything and support you all year long.

WAlter w. 

If I get a letter from the IRS, I don't stress. I know Meg and her team will explain it and handle it. 

five-stars

opportunity cost of hours saved!

$345,000+

BUSINESSES SUPPORTED

150+

TAX RETURNS EVERY YEAR

200+