Small Business Tax Workshop
The most important tax info you need
bundled into a compact workshop series
A sMALL business owner
WHO WANTS TO KNOW:
> what can I deduct?
> what records should I keep?
> what are my tax obligations?
> how does self-employment tax work?
> how do I avoid a big tax bill in April?
> what's the deal with state taxes?
> can I put money in a retirement plan?
> do I need an S corporation?
> what are the biggest mistakes I could make?
Three 90-minute live zoom sessions covering all of the above, and more!
Each session we'll walk through key tax topics every business owner should know, PLUS time for Q&A.
Practical handouts and visual diagrams will boost your retention of the material.
Lead by Valerie Moseley, a seasoned CPA who specializes in helping business owners, enjoys teaching, and loves answering questions - especially yours!
Finish the series feeling confident about moving forward with your business!
Three 90-minute virtual sessions
SESSION 1 - Understanding your Tax Responsibilities
Orientation to the tax life of a solo business owner
What's deductible
Tax rates
Self-employment Tax
Making Estimated Tax Payments
SESSION 2 - Finances + Details
Banking
Bookkeeping
1099-NEC / 1099-MISC
Retirement plan Basics
Health Insurance deductions
Fixed Assets
SESSION 3 - State Taxes + Planning Head
City & State taxes here in Washington
Sales & Use Tax
Recordkeeping
S Corporations
PRICE
The 3-session workshop costs $400.
You may cancel your registration for a full refund until 24 hours before the first session begins. Because this is a live, limited-enrollment program, refunds are not available after that time.
If I need to cancel or reschedule the program, I will notify participants promptly and provide either a rescheduled date or an appropriate refund.
Q. Will the sessions be recorded?
A. Yes. You can watch the recordings for a limited time, expiring 1 month after the close of the third session.
Q. What about my specific information?
A. All attendees will be asked to agree to a 'what's said here stays here' policy. That said, I can't police what people do with what they've heard. So, please use your discretion when sharing private information with the group.
Q. Can I send questions ahead of time?
A. Yes, please do! Each of the three sessions will have a specific agenda, and I will answer questions with whatever time we have left. Often, I can incorporate your questions into the agenda topics if I know them ahead of time.
If your question is super specific or requires an in-depth response, we may not be able to fit in the class time. In that case, I'll suggest follow-up 1:1 consulting services with me.
Q. Who will get the most out of this workshop series?
A. Freelancers, consultants, gig workers, independent contractors, self-employed folks, solopreneurs, single-owner LLC owners, individuals with business licenses, and sole proprietors!
Maybe you are a therapist, or a designer.
Maybe you are a yoga instructor, or a professional coach.
Maybe you are an artist, or a house cleaner.
In other words, if you're out on your own, doing your thing, you belong here!
Q. Will you teach us aggressive tax avoidance tricks?
A. Nope. I share information and guidance about how to keep your tax bill as low as it can be within the scope of everyday tax law.
Q. I already have an accountant - it this still for me?
A. Yep! This workshop is designed to help you understand your own business and taxes. Many participants will continue working with their own accountant while using this information to ask better questions and make better decisions.