Financial Planning & Taxes
for Creators
As a content creator, you're not just building an audience—you’re building a business. But while you're focused on creating and growing, who's managing your finances? We help content creators navigate the complex world of financial planning and taxes. Whether you're just getting started or you've hit big-time success, we’re here to maximize your earnings and minimize your tax burden.
Group 1: Creators Making Less Than $150k
Start strong and set yourself up for success.
At this stage, the focus is on laying a solid financial foundation that helps you grow. We’ll help you with:
Incorporating Your Business: Transition from sole proprietor to an LLC or S-Corp to take advantage of tax savings.
Basic Tax Deductions: Capture deductions for business expenses like equipment, software, and even your home office.
Protect Your Assets: Ensure your hard-earned assets are safeguarded for the future.
Budgeting & Cash Flow: Make sure you’re setting aside money for taxes and managing income fluctuations.
Our goal: Help you make the most of your earnings today while setting the stage for future growth.
Group 2: Creators Making Between $150k and $440k
Leverage your success for smarter financial moves.
As your income grows, so do your opportunities for advanced tax planning and financial strategies. We’ll help you with:
Saving for the Future: Set up retirement accounts that allow you to save on taxes while planning for your future.
Investment Strategy: Start making your money work for you, with strategies that balance growth and risk.
Tax-Advantaged Accounts: Maximize retirement savings in the most efficient and effective ways possible.
Alternative Investments: Explore opportunities outside traditional investments, such as real estate, seniors housing, or other alternatives that may offer both growth and tax advantages.
Plus everything from Group 1
Our goal: Keep your taxes low, protect your growing income, and build long-term wealth.
Group 3: Creators Making Over $440k
Protect your wealth and optimize for even more growth.
As a high-earning content creator, you’re in a position to take advantage of significant tax strategies that aren’t available to everyone. We’ll help you with:
Tax Deferral Strategies: Use advanced techniques like our solar and film investments to reduce taxable income.
Charitable Giving: Maximize tax deductions by setting up charitable funds or making strategic donations.
Estate Planning: Ensure your wealth is protected for the next generation with trusts, wills, and estate planning.
Plus everything from Groups 1 and 2
Our goal: Reduce your tax burden while protecting and growing your wealth for generations.
“Creating powerful content is more than just telling your story—it's building a pathway to success, growth, and financial freedom.”
Collaborate on Your Course: If you’re developing a course for other creators, we can create a dedicated module on tax strategies, financial planning, and business growth, giving your students the tools they need to succeed. Our tools go beyond what a typical accountant might provide, such as “Set aside 30% of your income.” Our unique approach encompasses financial and tax planning to set you up for success not just now, but for the rest of your life.
Free Webinars: Join our free webinars on essential financial topics for creators, covering everything from setting up your business, managing cash flow, and retirement planning to ensuring you stay compliant with tax laws.