💡 2026 New Year Tax Planning Workshop 💡
Build Your 12‑Month Tax Plan With a CPA in 3 Hours
Live online workshop for business owners and real estate investors who are done guessing their tax bill and want a clear, simple 2026 tax plan they can actually follow.
Limited seats so we can answer everyone’s questions live. Replay included.
2026 New Year Tax Planning Workshop
Build Your 12‑Month Tax Plan With a CPA in 3 Hours
Live online workshop for business owners and real estate investors who are done guessing their tax bill and want a clear, simple 2026 tax plan they can actually follow.
Limited seats so we can answer everyone’s questions live. Replay included.
Trusted Tax Expert
Matt regularly appears on leading entrepreneur and investor podcasts to teach tax strategy and planning.
Trusted Tax Expert
Matt regularly appears on leading entrepreneur and investor podcasts to teach tax strategy and planning.
Live on Friday, January 9, 2026 • 12pm PST • Replay Included
Limited seats so we can answer everyone’s questions live. Replay included.
Live on Friday, January 9, 2026 • 12pm PST • Replay Included
Limited seats so we can answer everyone’s questions live. Replay included.
This workshop is for you if:
You’re a business owner or real estate investor doing roughly $100k–$10M/year
You’re tired of being surprised by your tax bill every year
Your books are behind, messy, or you’re not confident in the numbers
You want plain‑English guidance from a CPA and a simple checklist to follow all year
This workshop is for you if:
You’re a business owner or real estate investor doing roughly $100k–$10M/year
You’re tired of being surprised by your tax bill every year
Your books are behind, messy, or you’re not confident in the numbers
You want plain‑English guidance from a CPA and a simple checklist to follow all year
This is NOT for you if:
You want a magic “no taxes ever” loophole
You’re not willing to block off 3 hours and actually work through your numbers
You expect done‑for‑you tax prep (this is planning + implementation, not filing)
This is NOT for you if:
You want a magic “no taxes ever” loophole
You’re not willing to block off 3 hours and actually work through your numbers
You expect done‑for‑you tax prep (this is planning + implementation, not filing)
WHAT YOU’LL WALK AWAY WITH
By the end of this 3‑hour workshop, you will have:
A one‑page 12‑month 2026 tax plan tailored to your situation
A clear Q1 2026 checklist so you know exactly what to fix first
A simple monthly tax & bookkeeping ritual (what you do, when you do it)
A working system for receipts and documentation so you’re ready if the IRS ever asks questions
A short list of tax strategies to explore with your CPA or inside Office Hours (like STR, entity/payout, retirement, etc.)
No fluff. You leave with a real plan, not a notebook full of ideas.
Limited seats so we can answer everyone’s questions live. Replay included.
WHAT YOU’LL WALK AWAY WITH
By the end of this 3‑hour workshop, you will have:
A one‑page 12‑month 2026 tax plan tailored to your situation
A clear Q1 2026 checklist so you know exactly what to fix first
A simple monthly tax & bookkeeping ritual (what you do, when you do it)
A working system for receipts and documentation so you’re ready if the IRS ever asks questions
A short list of tax strategies to explore with your CPA or inside Office Hours (like STR, entity/payout, retirement, etc.)
No fluff. You leave with a real plan, not a notebook full of ideas.
Limited seats so we can answer everyone’s questions live. Replay included.
WHAT WE’LL DO TOGETHER
Part 1
Your 2026 Tax Snapshot
We start by answering:
“Where are you actually at right now?”
You’ll map out:
Your entity structure
How you pay yourself
Rough 2025/2026 income and profit
Where your books and documentation are breaking down
You’ll see, on one page, why you’ve felt behind and what’s creating risk.
Part 2
Build Your 12‑Month 2026 Tax Rhythm
Next, we turn chaos into a calendar:
Monthly:
Bookkeeping day
P&L review
Move a % of profit into a tax bucket
Update your audit‑proof docs
Quarterly:
Estimated tax payments
Strategy review (entity/payout, STR, retirement, etc.)
Year‑End:
The key moves to make before Dec 31, 2026 so you’re not overpaying
You’ll walk away with a 12‑month rhythm that tells you what to do and when
Part 3
Q1 2026 Focus Moves
If you try to fix 20 things, you’ll fix none of them.
We’ll narrow it down to 3 concrete Q1 2026 priorities, such as:
Cleaning up 2025 books so 2026 starts clean
Fixing how you pay yourself from your LLC/S‑Corp
Implementing one high‑impact strategy correctly (like short‑term rental, retirement plan, etc.)
You leave knowing what deserves your attention from January through March.
Bonus Segment – CFP
Perspective
I’ll bring in a Certified Financial Planner for a tight segment on:
How to think about what to do with the money you save
The basic “buckets” your cash should flow through (safety, taxes, growth, protection)
How your 2026 tax plan fits into a bigger wealth‑building plan
No product pitches – just principles and Q&A.
WHAT WE’LL DO TOGETHER
Part 1
Your 2026 Tax Snapshot
We start by answering:
“Where are you actually at right now?”
You’ll map out:
Your entity structure
How you pay yourself
Rough 2025/2026 income and profit
Where your books and documentation are breaking down
You’ll see, on one page, why you’ve felt behind and what’s creating risk.
Part 2
Build Your 12‑Month 2026 Tax Rhythm
Next, we turn chaos into a calendar:
Monthly:
Bookkeeping day
P&L review
Move a % of profit into a tax bucket
Update your audit‑proof docs
Quarterly:
Estimated tax payments
Strategy review (entity/payout, STR, retirement, etc.)
Year‑End:
The key moves to make before Dec 31, 2026 so you’re not overpaying
You’ll walk away with a 12‑month rhythm that tells you what to do and when
Part 3
Q1 2026 Focus Moves
If you try to fix 20 things, you’ll fix none of them.
We’ll narrow it down to 3 concrete Q1 2026 priorities, such as:
Cleaning up 2025 books so 2026 starts clean
Fixing how you pay yourself from your LLC/S‑Corp
Implementing one high‑impact strategy correctly (like short‑term rental, retirement plan, etc.)
You leave knowing what deserves your attention from January through March.
Bonus Segment
CFP Perspective
I’ll bring in a Certified Financial Planner for a tight segment on:
How to think about what to do with the money you save
The basic “buckets” your cash should flow through (safety, taxes, growth, protection)
How your 2026 tax plan fits into a bigger wealth‑building plan
No product pitches – just principles and Q&A.
When you join the workshop, you get:
Live 3‑hour 2026 New Year Tax Planning Workshop with me on Friday, Jan 9
A printable + fillable workbook to build your plan in real time
Recording + 7‑day replay, so you can catch up or review
The 2026 Tax Gameplan one‑pager, integrated into the workshop
Ongoing access to the templates we use in the workshop (calendar, checklists, snapshots)
Workshop‑Only Bonus: $97 Ticket Credit
Your investment: $97
If you came to our firm and asked for a 1:1 2026 planning session, you’d be paying hundreds to thousands depending on complexity.
This workshop lets you get the core plan built for $97, with the option to apply that to Office Hours if you choose.
“This Was Worth It” Guarantee
Show up live or watch the replay, do the workbook, and if by the end you don’t feel:
Clearer about your 2026 tax plan
More prepared for the upcoming tax season
And more confident about what to do in Q1…email us within 7 days of the workshop and we’ll refund your ticket.
When you join the workshop, you get:
Live 3‑hour 2026 New Year Tax Planning Workshop with me on Friday, Jan 9
A printable + fillable workbook to build your plan in real time
Recording + 7‑day replay, so you can catch up or review
The 2026 Tax Gameplan one‑pager, integrated into the workshop
Ongoing access to the templates we use in the workshop (calendar, checklists, snapshots)
Workshop‑Only Bonus: $97 Ticket Credit
Your investment: $97
If you came to our firm and asked for a 1:1 2026 planning session, you’d be paying hundreds to thousands depending on complexity.
This workshop lets you get the core plan built for $97, with the option to apply that to Office Hours if you choose.
“This Was Worth It” Guarantee
Show up live or watch the replay, do the workbook, and if by the end you don’t feel:
Clearer about your 2026 tax plan
More prepared for the upcoming tax season
And more confident about what to do in Q1…email us within 7 days of the workshop and we’ll refund your ticket.
FAQs
What if I can’t attend live on January 9?
You’ll get the recording and workbook. You’ll have 7 days to rewatch and build your plan.
Do you file my taxes for me?
No. This is about planning and systems for 2026, not done‑for‑you tax prep. The work we do will make filing cheaper and smoother whether you use our firm or another CPA.
How much time should I set aside?
Block 3 hours to attend live, plus another hour afterward if you want to tighten your plan.
Do I need bookkeeping software?
No. If you have software, we’ll use it. If not, you’ll get a simple P&L template you can use in Google Sheets or Excel.
Will this work if my books are a mess right now?
Yes. That’s who this is designed for. We assume you’re starting from “I’m behind and guessing” and help you move toward “I know my numbers and next steps.”
What happens after the workshop?
You keep your 2026 plan, workbook, and templates. At the end, I’ll show you how to continue inside Office Hours Annual for live support all year, but there’s no obligation.
FAQs
What if I can’t attend live on January 9?
You’ll get the recording and workbook. You’ll have 7 days to rewatch and build your plan.
Do you file my taxes for me?
No. This is about planning and systems for 2026, not done‑for‑you tax prep. The work we do will make filing cheaper and smoother whether you use our firm or another CPA.
How much time should I set aside?
Block 3 hours to attend live, plus another hour afterward if you want to tighten your plan.
Do I need bookkeeping software?
No. If you have software, we’ll use it. If not, you’ll get a simple P&L template you can use in Google Sheets or Excel.
Will this work if my books are a mess right now?
Yes. That’s who this is designed for. We assume you’re starting from “I’m behind and guessing” and help you move toward “I know my numbers and next steps.”
What happens after the workshop?
You keep your 2026 plan, workbook, and templates. At the end, I’ll show you how to continue inside Office Hours Annual for live support all year, but there’s no obligation.
If you want 2026 to be the year you stop guessing your tax bill and finally have a simple plan you can follow…
Reserve Your Seat for the 2026 New Year Tax Planning Workshop – $97
Live on Friday, January 9, 2026 • 12PM PST • Replay included
If you want 2026 to be the year you stop guessing your tax bill and finally have a simple plan you can follow…
Reserve Your Seat for the 2026 New Year Tax Planning Workshop – $97
Live on Friday, January 9, 2026 • 12PM PST • Replay included
