The setup, records, and tax moves that keep more of your money in your pocket and keep the IRS off your back. From a tax strategist with 17 years of tax experience.
My goal is to help you avoid the most common pitfalls that business owners make so your business is set up for success and you save thousands on your taxes.
Here's the part nobody tells you. The IRS puts the burden of proof on you, not on them. When it comes to your deductions, you have to prove every one. Most people who lose an audit lose it for one reason. They didn't have the records to back up the write-off.
The cost of getting your setup wrong shows up two ways.
Wrong entity choice. Missed deductions. Mixed personal and business money. Receipts you can't find when it counts. You overpay the IRS every single year and never know it.
The correct structure for your business. Clean records that hold up. Every deduction you're legally owed, documented. You keep more of your money and you sleep at night.
Pick the entity that fits your business, get your EIN the free way, open the right bank accounts, and lock the six setup steps so your foundation is solid from day one.
For new and existing ownersThe exact tools I use to run my business, the bootstrap stack for when cash is tight, and the AI toolkit that turns hours of work into minutes. Plus the busy-versus-productive check that shows you where your time leaks.
Save time every weekThe records that protect you in an audit. What to keep, what counts, and the one detail to write on the back of every business meal receipt. Bank statements alone won't save you, and I show you what will.
Audit protectionThe home office deduction, business travel rules, the meals breakdown, health insurance premiums, retirement contributions, and the write-offs that quietly cost owners thousands. Plus the don'ts that get people in trouble.
The biggest sectionThe mindset and daily habits that keep a business alive, the five common pitfalls to avoid, and the move that matters most when business is slow and when it's booming.
Long-term gamein home office deductions the regular method can put back in your pocket, if you set it up to qualify.
This guide is educational and is not tax, legal, or financial advice. Your numbers depend on your situation.
Entity choice, business name, documentation, EIN, bank accounts, and receipts. The exact order to do them in.
Simplified versus regular, what qualifies, and how to claim the larger one without raising flags.
What's deductible, the personal-day limits, and how to keep a trip qualifying as business.
The full 50% and 100% chart so you stop guessing and stop overpaying.
What you can legally write off and what gets people in trouble, including clothes, commuting, and gifts.
How to keep records that hold up in an audit, and the detail to add to every receipt.
The platforms I run my business on, plus how I use AI to cut hours of work down to minutes.
SEP and SIMPLE plans, health insurance premiums, and the deductions owners forget to claim.
"Bank statements count as proof." They don't. The IRS wants detailed receipts, and statements alone won't save your deduction.
"My dining table is my home office." Use that table for family dinner and the space no longer qualifies. Exclusive use is the rule.
Write five things on the back of every business meal receipt: who, what, where, when, and why. That habit protects every meal you deduct.
One guide. The setup, the records, and the deductions that protect your money. Yours to use today.
Instant PDF download. Includes all future updates.
This is the setup, records, and operations knowledge I use to run my own business and teach my private clients. Read it and you'll see the areas most owners overlook. If something isn't clear, email me and I'll help you understand it.