Connect with me:
Thanks so much for inquiring about our Done-For-You Tax Prep services. We will open up enrollment for our 2023 Annual Tax Prep Package in December 2022.
Please be aware that this service will sell out again! To be first in line to grab a spot, sign up for the waitlist below.
Join the waitlist to be the first to hear when we reopen.
The doors are currently closed
MEG K. WHEELER
save me from my tax woes
Welcome to my judge-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 a CPA who's also an online entrepreneur do them for you!
Do you hate doing your business taxes?
yup, I 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.)
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 I 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, run 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 I created my Done-For-You Tax Prep Package. So that you literally do not have to worry about this.
But I 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 willingly sign just to check it off your list, but do you really know what's going on with your business taxes?
I'm guessing that's a big N-O, which is why I don't leave you in the lurch after we file your return. I 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, I'm guessing I know more about tax than you do. Let me put that knowledge to use and help you save some money.
save you money
03
I'm not writing my own legal contracts (#notalawyer) so why are you doing your own taxes? Stop worrying you're doing something wrong; let an expert (me!) help.
take the worry out of taxes
02
Taxes are kind of my thing, so let me 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 me.
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.
2022 Annual Individual Tax Preparation (Federal and 1 State)
2022 Quarterly Tax Calculations
Unlimited access to me via Voxer and the client portal through 4/30/23
Membership to the Badass Money Makers through 12/31/22
Audit Protection
1 Onboarding Call
3 Check-in Calls
I know, no one wants to budget. In Badass Action Takers, I'm teaching you how to without feeling any (much) pain and in a way that actually helps you move your business forward, not feel restricted. To help you get there, I'm giving you my Budget Tracker - this tool makes the budgeting process so much easier.
Budget Tracker
Bonus number two (worth $97)
If you don't track it, you can't understand it. Someone big and famous said that, I'm pretty sure. Regardless, it's the truth, and that's why I'm giving you my Cash Flow Tracker Template - so that you can finally get on top of tracking your cash and stop stressing abou tnever having enough money in the bank.
Cash Flow Tracker
Bonus number one (worth $97)
There are bonuses too?
Did I mention that
Do you know you're supposed to review your "numbers" on a regular basis but put it off because you have no idea where to start? I've got you covered. My 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).
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. My 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 I'm 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, Q&As, Hot Seats, 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)
If talking about your money doesn't sound fun, you've never been to Badass Money Makers LIVE.
Think two full virtual days of everything you need to know to manage and master the money in both your business AND your personal life, with a whole lot of fun thrown in.
🎉 Pay in FULL Bonus 🎉
Two tickets to badass money masters live
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.
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!
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.
I'm a CPA & Biz Money Coach on a mission to turn online educators, service providers and coaches from "not numbers people" to badass money makers.
I'm a nut for Excel, an accounting & tax nut and a firm believer in empowering womxn to master the financial side of their businesses to build power, wealth and success.
My superpowers are making overwhelming financial concepts easily digestable, taking action to get sh*t done and having entire conversations in GIFs (seriously... try me).
I'm ready to be your biz money bestie
The Done-For-You Tax Prep Package includes:
- 2022 Annual Federal & State Individual Tax Return Preparation
- Up to 4 W-2s
- 1 Business (Schedule C)
- Standard or Itemized Deductions
- 1 State Return
So much goodness! Within 48 hours, 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 Quarterly Call!
You'll also receive an email with log-in instructions to Kajabi, where your Biz Money Bundle (Cash Flow Tracker, Budget Tracker, Profit Calculator and Money Meetings Toolkit) and 1-year access to the Badass Money Makers membership are (if you paid in full).
I'm so glad you asked. I'm different (and better!) than that (let's be honest) cheaper CPA you've been eyeing and here's why:
- I own an online business, so I understand the online world.
- I'm not your traditional CPA: I believe in making things more streamlined, more efficient, and easier to use!
- Unlike most CPAs, we won't only talk in April. I 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 me.
2023: Depending on availability, we may have limited spots for tax preparation only. We will open up these spots in December 2022. If you are interested in joining the waitlist, please email support@megkwheeler.com.
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.
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 $500. 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.