Welcome to
The Tax Fam
Our monthly tax membership that gives you access to your very own team of Tax Gurus so you can ease your stress around taxes and FINALLY feel confident about your business finances.
We get what it’s like to be a business owner
You’re juggling #AllTheThings, being the CEO, leading your team (even if, right now, that team is made up of only you), figuring out how to market your business, serving your clients and customers…
…and then there’s the finances.
Bookkeeping, accounting, taxes, deductions – sometimes it feels like you need an accounting degree just to keep up 🤯
And even though you know that there’s people out there you could hire to help you with it all, the reality is you’re not ready for that.
You’re not yet in the place where you can afford high-ticket support from a tax expert.
We get it – Your Tax Coach was bootstrapped from the ground up, too.
And that’s exactly why we’ve created The Tax Fam.
We want to give you the support you need when it comes to all things business finance and taxes without the high-ticket price tag so you can focus on killing it in your business.
Monthly meeting with your dedicated tax accountant
Unlimited email
correspondence
Reviews of your past tax returns, bookkeeping and transactions
Strategy advice and help seeing how you can be maximizing your deductions
First dibs on our luxury retreats plus discounts on our courses, masterclasses and tax prep services
Monthly meeting with your dedicated tax accountant
Unlimited email correspondence
Reviews of your past tax returns, bookkeeping and transactions
Strategy advice and help seeing how you can be maximizing your deductions
First dibs on our luxury retreats plus discounts on our courses, masterclasses and tax prep services
Barbara
Barbara is a tax strategist, accounting expert, business coach, and founder of Your Tax Coach. She has a breadth of experience in finance all the way from working in international tax and venture capital at a Big 4 accounting firm to working with local and regional accounting firms.
Crystal
Crystal is a tax strategist and VP of Your Tax Coach. She has her EA (AKA the highest credential awarded by the IRS) and is an expert on any and all tax-related issues.
Lauren
Lauren is a tax strategist and our payroll specialist. Her background is in finance….
Lorena
Lorena is a tax strategist and our master tax preparer. She has her Masters in taxation…
HERE’S EXACTLY WHAT YOU GET IN THE TAX FAM
30 minute phone call every month with your dedicated tax accountant
Unlimited email correspondence
Review of your last 3 years of filed tax returns
Bookkeeping review
Transaction analysis (helping you turn personal expenses into business expenses!)
Plus discounts on our courses, masterclasses, and tax preparation services, and first dibs to our sell out in-person luxury retreats
The total yearly value of what you get in The Tax Fam? Over $10,000…
Monthly
30 minute phone call every month with your dedicated tax accountant
Unlimited email correspondence
Reviews of your past filed tax returns, bookkeeping and transactions
Strategy advice and help seeing how you can be maximizing your deductions
First dibs on our luxury retreats plus discounts on our courses, masterclasses, and tax preparation services
Annual
30 minute phone call every month with your dedicated tax accountant
Unlimited email correspondence
Reviews of your past filed tax returns, bookkeeping and transactions
Strategy advice and help seeing how you can be maximizing your deductions
First dibs on our luxury retreats plus discounts on our courses, masterclasses, and tax preparation services
* Monthly memberships involve a 3-month minimum subscription period. When you join The Tax Fam on an annual basis you pay for 11 months but get access for 12. You also get earlier access to your past tax return review (immediately versus after 6 months for monthly members) and earlier access to the discounts on our courses, masterclasses and tax preparation services (immediately versus after 3 months for monthly members).
You’ve got the questions, we’ve got the answers
Who is The Tax Fam for?
The Tax Fam is designed for any business owner who is looking for tax and accounting support without the high-ticket price tag. Whether you’re a brand new business owner or someone who is simply not yet financially ready to hire an accountant on a DFY basis, in The Tax Fam you’ll get access to your very own team of Tax Gurus who are there to answer your questions, give strategic advice and help you feel more confident when it comes to all things business finances and taxes.
What does my membership give me?
As a member of The Tax Fam, you get:
A 30 minute phone call every month with your dedicated tax accountant
Unlimited email correspondence
Reviews of your past tax returns (last 3 years filed tax returns), bookkeeping and transactions
Strategy advice and help seeing how you can be maximizing your deductions
First dibs on our luxury retreats plus discounts on our courses, masterclasses, and tax preparation services:
20% discount on our courses like Write Off Your Life
20% discount on our masterclasses
10% discount on our tax preparation services
Please note: The past tax returns review can only be undertaken outside of tax season. Annual members get immediate access to our past tax returns review; monthly members get access to our past tax returns review after 6 months. Annual members get immediate access to our discounts; monthly members get access to our discounts after 3 months.
How will I be billed?
If you choose to join The Tax Fam on a monthly basis, you’ll join on a monthly renewal basis for a minimum of 3 months. After the 3-month minimum period, your membership will continue unless canceled. Please note: You must give 15 days notice for any cancellation.
What’s the benefit of the annual plan?
When you join The Tax Fam on an annual basis you pay for 11 months but get access for 12. You also get earlier access to your tax return review (immediately versus after 6 months for monthly members) and earlier access to the discounts on our courses, masterclasses and tax preparation services (immediately versus after 3 months for monthly members).
Plus, every annual member gets an amazing welcome gift!
Honestly? There is no other tax membership out there like this one
It’s time for you to…
Get exclusive access to our team’s tax guru magic without the 5-figure price tag of our DFY services
Wave goodbye to spending hours Googling all things tax and get all your business finance, accounting and tax Qs answered by the experts
Feel taken care of with your dedicated tax accountant who is on your side, ready to help and always available over email for any quick questions you have
Be confident and in-the-know when it comes to your business finances and taxes. No more shame in not knowing the tax game – we’ve got you covered!
…we can’t wait to see you inside!