I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
Right now! Ask your tax preparer for these 3 things...
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Hello Reader, Here's the thing: you need a tax estimate. I'm going to call this out directly: if your family makes more than $250,000 a year, you are in the top 10% of income earners in America. Please act like it. This does not imply things are suddenly easier for you (a third of Americans making more than $250,000 still live paycheck to paycheck), yet the idea that tax planning “isn’t for you” is just not true. You deserve top 5% strategies because you are a top 5% earner. That means you need real cash planning, because the biggest expense you pay, personally and professionally, is your taxes. That means you need to know in advance how much taxes you are going to owe because it is the biggest bill you will pay all year. If you don't have a tax projection, here's how to get one:
Don’t let 2027 catch you by surprise. The time to start working on your tax strategy (if you haven’t already) is right now. Don’t have someone to ask for a tax projection like this? We are accepting new tax clients. Book a clarity call to explore if our team is a good fit for you. |
Hi! I'm Katherine, actress turned accountant
I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
Hello Reader, I have tried literally every version of healthcare under the sun. I have paid out of pocket. I have used health share arrangements. I have provided my own health insurance through my company. I have been on my spouse’s health insurance. And I really have to pay attention to healthcare costs. My family and I have had 8 emergency room visits in the last 8 years. Multiple hospital admissions. True life-threatening situations. My husband is dealing with a chronic illness, and I’ve...
Hello Reader, On average, I travel eight weeks every year. Some of it is work, some of it is for fun and honestly, most of it is both. I’ve even been known to fly across the country to attend an event simply because a client was going to be there, and there’s nothing like meeting face-to-face when you can. Beyond the connections, the hugs, the breakthroughs… there’s another big benefit: tax deductions. Airfare, hotels, rental cars, meals: when you travel for business, a lot of your expenses...
Hello Reader, The number one mistake I see self-employed parents making? Gifting your kids money. Now you can do this without triggering gift taxes. The gift tax exclusion is up to $19,000 in 2026. But, what if I told you there was a way that you could pay your kids up to $16,100 a year AND get a tax deduction on it? Plus, your kids won't pay taxes on it either? You can pull this off by putting your kids on payroll. If you own your business as a sole proprietor (or with your spouse), you can...