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— $7.77

The Off-Season Money Plan

Tax season pays for four months. Here is what fills the other eight.

Get it freeRather we handle it? Book a time

— WHAT YOU GET

A short, practical plan for the months after April: the services that naturally live in the off-season, how to turn one-time returns into recurring work, and a month-by-month shape for May through December. Delivered as a PDF by email the moment your payment clears.

  • ◆Six services that belong in the off-season
  • ◆How to price recurring work so it holds through the summer
  • ◆A month-by-month shape for May through December
  • ◆Three habits that keep January from starting cold

General education only. Nothing here is specific tax, legal or financial advice, and no income or earnings result is promised.

— GRAB YOUR COPY

It's free, and it's yours in a minute.

Tell us where to send it and the download link lands in your inbox right away, along with what's next if you decide you want the training behind it.

Enrollment for this cohort closes October 31, 2026. You must be enrolled by then to file with us in the upcoming tax season.

— FREE DOWNLOAD

Where should we send it?

Your name and email, nothing else. We'll email the download link right over.

We store your name and email only. No tax documents, ever.

— PAST CLIENTS

Need a copy of a return we filed?

Request it through our secure form and we'll email it to you within 2 business days. Copies are $15 each. Please don't email or text us for a copy, that form keeps it protected.

Request a copy of my return

— NEED A HAND

If it turns out you'd rather not do this alone, that's fine too.

Book a conversation and we'll tell you honestly whether this is a do-it-yourself situation or one that needs our office.

Book a conversation