Most therapists have a tax preparer, not a year-round tax advisor. If your CPA meets with you multiple times a year with a written plan, great. If not, this workshop shows you what that looks like.

The earlier you start with proactive tax planning, the more time it has to compound. This isn't just for high earners.

Messy books are the starting point for most clients, not a disqualifier. This workshop is about planning ahead, not judging where you are today.

It's 45 minutes. Compare that to the hours you spend worrying about taxes or recovering from a surprise bill.

No. There are no sales in this workshop. It's 45 minutes of education and immediate steps you can take to start keeping more of what you earn. If you want additional support afterward, Neil will share how to access the team for a free conversation.

You’ll receive the workshop access link by email shortly after registering. Please check your inbox (and spam/junk folder just in case). If you don’t see it within a few minutes, reach out to our support team and we’ll make sure you get it.

The first 2 chapters and the complimentary session are available immediately when you register. The scorecard and the full physical book are available when you show up to the live workshop.

You can send us an email at [email protected] and we'll take care of you.