• Your Tax Planning Journey Begins Here!
    Feb 20 2026

    Today is my birthday (38 years around the sun) and marks eight years in business, so I’m kicking off something new: Simplify My Numbers, the show built for the 7-6-5 entrepreneur. After helping more than 300 business owners secure over $7.1M in tax credits and save more than $2.6M in taxes legally—and seeing too many tax horror stories along the way—I’m here to help you stop getting shocked at tax time.

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    3 Min.