Coaching · Individuals
Understand your taxes. Keep more of what you earn.
A plain-language walkthrough of how your individual return actually works, and the planning moves that lower what you owe, within the rules.
What we cover
What you will learn.
Taxes are most people's single largest annual expense. Understanding the return is the first step to lowering it.
In this track
Six one-hour sessions, taken together as one program.
- Unit 1 · How your return actually works. The flow of Form 1040, the types of income, and what really drives your tax bill.
- Unit 2 · Withholding and estimated taxes. Set withholding correctly and avoid surprises and underpayment penalties.
- Unit 3 · Deductions and credits. Standard versus itemized, and the credits most people miss.
- Unit 4 · Investments and side income. How capital gains, dividends, 1099 income, and self-employment are taxed.
- Unit 5 · Tax-aware accounts and timing. Use retirement and health accounts, and time income and deductions in your favor.
- Unit 6 · Filing, records, and the year ahead. File cleanly, keep the right records, and plan for next year.
Ready to start this track?
Six one-hour sessions, mapped to where you are now and where you want to be. Enroll below to get started.