
And you’re in the right place to start.
It’s a 3-phase system designed to help you clean up the chaos, catch up on missed filings, and finally cash in on tax-saving strategies.

For revenue around $85K+
ideal for those who just need clarity and catch-up.
What’s Included:
Past-Year Tax Review & Compliance Check – know exactly what’s missing and what’s owed
1:1 “Get Back On Track” Call (45 minutes) – a personal roadmap session
Income & Expense Tracker + Tax Estimator – simple tools to stay organized
Secure Client Portal with Email Support
Bonus: Multi-Year Filing Discount on tax prep
For revenue around $150K+
perfect for those ready to optimize and structure.
What’s Included:
Everything in Starter, plus:
Business Entity Structure Review – see if S-Corp status will save you thousands
2 Advisory Calls – direct support to review numbers and strategy
$250 Credit Toward Annual Tax Preparation
Audit-Ready Record Checklist – ensure you’re IRS-proof
Starting at
For revenue around $200K+ —
tailored for high earners ready to scale with structure, strategy, and savings.
What’s Included:
Everything in Standard, plus:
Full S-Corp Setup & Filing (if needed)
4 Quarterly Advisory Calls – year-round strategy and accountability
Annual Tax Savings Report – a clear summary of how much you’re saving with strategy
$650 Credit Toward Annual Tax Preparation
Priority Processing & VIP Support
Profit & Payroll Alignment Session – know how to pay yourself the smart way
That’s exactly who this method is for. We’ll start with a review and create a custom clean-up plan.
Yes! The Structure and Premium tiers are perfect if you want to stop overpaying and plan ahead.
Nope—this is for any 1099 earner or small biz owner who needs better financial strategy.
Yes—flexible payment options are available at checkout.
"After working with Takara, I have a better understanding of my tax situation, and she helped me put a strategy in place that reduced my tax bill by over $4,000 compared to last year when I first came to her to file my taxes.”
- Jessica

"
Takara is sharp. She saved me ALOT of money this year."
- Jeff

"I had the pleasure of working with Takara Broussard for my taxes (personal and business), and I couldn't be more impressed! From start to finish, her service was top-notch... Her professionalism and knowledge truly set her apart, ensuring that everything was handled accurately and thoroughly."
- Brandi

You don’t have to stay overwhelmed, behind, or in the dark about your taxes.
The Get Back on Track Method was designed to clean up the chaos and give you the clarity you’ve been missing.
