The Get Back on Track Tax Method

Still Owe? Haven’t Filed? You’re Not Alone—But You Can Get Back on Track.

Sound Familiar?

If you’re a top-producing agent or small business owner, you’ve got the income—but maybe not the tax strategy. Let me guess:
You haven’t filed in one (or more) years

You owed way more than expected last year

You owed way more than expected last year

You’re not tracking income, expenses, or estimates

You’re making six figures… but still feel broke at tax time

This isn’t about shame—it’s about strategy.

And you’re in the right place to start.

Introducing:

The Get Back on Track Tax Method

This isn’t just tax prep.

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.

We help self-employed pros clean up past tax messes, organize their finances, and put systems in place—so you can stop scrambling, avoid IRS stress, and finally profit from your work.

Starter Package:

The Clean-Up Plan

(Starting at)

$397

Investment

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

Standard Package:

The Tax Structure Toolkit

(Starting at)

$997

Investment

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

Premium Package:

The Strategy & Scale Suite

Starting at

$2,997

Investment

(Flexible payment plans available)

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

Got questions? I got you.

What if I haven’t filed in years?

That’s exactly who this method is for. We’ll start with a review and create a custom clean-up plan.

Can I still join if I already filed this year?

Yes! The Structure and Premium tiers are perfect if you want to stop overpaying and plan ahead.

Do I have to be a real estate agent?

Nope—this is for any 1099 earner or small biz owner who needs better financial strategy.

Can I pay in installments?

Yes—flexible payment options are available at checkout.

TESTIMONIALS

Real Clients. Real Comebacks.

"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

Let’s Get You Back on Track.

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.