Tax Strategy Session

Get Tax Clarity From a Team That Knows Strategy

A 45-minute focused strategy session designed to help you estimate your tax liability, plan smart payments, and uncover ways to legally reduce what you owe.

Trusted by dozens of service-based business owners nationwide.

Stop Guessing at Taxes.

Get the Numbers and Strategy You Need.

You work hard to run your business, but when it comes to taxes, you’re left wondering:

How much should I set aside for taxes this quarter?
Am I missing deductions I could legally claim?
Is my business even structured in the most tax-efficient way?

Without a clear plan, every payment deadline feels stressful, and every tax bill feels unpredictable.

One 45-Minute Session That Pays for Itself in Clarity.

In this focused call with our tax manager, you’ll:

Get an accurate estimate of what you’ll owe — no more surprises.

Learn how to time and plan payments strategically.

Identify simple, legal ways to reduce your tax liability.

Walk away with a short, personalized action plan you can use immediately.

Here’s What You’ll Gain in Just 45 Minutes

Simple, actionable, and built around your business goals.

What You Get

Clarity on your next estimated tax payments
A clear picture of where your money is going
Real, actionable steps to minimize taxes legally
Expert insight, not generic advice

Actual value: ~~$500~~

Today Just $250

"Best purchase ever!"

"So helpful to have an expert on my side to help me take care of my taxes" - Horacio

A Simple Process For Big Results

1. Pay your $250

Secure your 45 minute strategy session and get started right away.

2. Access your client portal

Sign your engagement letter and complete your brief client organizer so our team can prepare for your session.

3. Schedule your session with our tax manager

Once your information is complete, you’ll receive a link to book your strategy call directly with our tax manager through Google Meet.

4. Receive your action plan

Within 72 hours after your session, you’ll get a personalized plan that outlines your next steps for confident, proactive tax management.

FAQs

You’ve Got Questions — We’ve Got Answers.

Do I need to be a current client?

No. This session is open to both new and existing clients who want expert guidance without committing to full service.

What will I need to bring to the session?

We’ll send you a short intake form to gather a few details before your call so we can make the most of your time.

What happens after the session?

You’ll receive a short, personalized action plan within 48 hours that outlines your next steps and any recommended strategies.

Can I apply the session fee toward another service later?

Yes, if you decide to continue with ongoing support, we’ll make sure your strategy session builds seamlessly into that process.

You Don’t Need Guesswork. You Need Strategy.

Take the guesswork out of taxes and make confident decisions with expert support. Get clarity, save time, and take control of your next move, all in one focused 45-minute session.

Your business deserves books as polished

as your work. DIY+ delivers.