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 1099 earners, solo business owners, real-estate pros, or anyone behind on taxes / needing structure this is best for you!
Let me guess:
You haven’t filed in one (or more) years
You owed way more than expected last year
You make good money, but tax season still feels overwhelming
You’re unsure what applies to you, and what doesn’t
You’re done putting this off another year
GBOTM helps you get organized, compliant, and confident moving forward.
And you’re in the right place to start.
Introducing
The Get Back on Track Tax Method
This isn’t just about filing returns.
It’s a proven process that helps you get organized, get compliant, and understand what comes next for your taxes.
We help self-employed professionals get caught up, get organized, and feel confident about where they stand with their taxes.
A clear, step-by-step approach to getting back on track with your taxes.
Foundation
For getting this year handled correctly
What this level supports:
Accurate, professional preparation of your current-year tax return
Clear understanding of where you stand
Peace of mind knowing everything is filed correctly
Best for:
Individuals and business owners who want their current-year taxes handled properly and without stress.
Catch-Up
For getting compliant and moving forward
What this level supports:
Filing one or more unfiled tax years
Cleaning up past issues or inconsistencies
Regaining confidence and control over your tax situation
Best for:
Self-employed professionals and business owners who are behind on taxes or need multiple years filed.
Strategic Review
For clarity before moving into optimization
What this level supports:
A professional review of your overall tax picture
Identification of gaps, risks, or missed opportunities
Clear guidance on next steps, including whether entity optimization makes sense
Best for:
Established business owners earning well who want clarity before committing to advanced tax strategy.
Got questions?
I GOT YOU!
What if I haven’t filed in years?
That’s exactly what GBOTM was created for. We’ll start with a review of where you are, then determine the best path to get you caught up and compliant.
Do I have to be a business owner or real estate professional?
No. While we specialize in working with self-employed professionals and business owners, individuals are also a good fit if they need to get back on track.
Can you prepare my current-year tax return through GBOTM?
Yes. GBOTM includes current-year tax preparation as well as catch-up filing, depending on your situation. The Tax Savings Call helps determine the right level of support.
Is GBOTM just for people who are behind on their taxes?
No. GBOTM is designed for anyone who wants their taxes handled correctly—whether you need to file this year, catch up on past years, or get clarity before moving into tax strategy.
Does GBOTM include tax strategy or entity setup?
GBOTM focuses on getting you compliant, organized, and clear. If it makes sense to move into tax strategy or entity optimization, that will be discussed separately after your foundation is in place.
Can I still join if I already filed this year?
Yes. GBOTM isn’t only for catch-up filing. If you’ve filed but still feel unsure, overwhelmed, or want clarity on what comes next, the Tax Savings Call helps determine the right level of support.
What happens during the Tax Savings Call?
We’ll review your current situation, identify where you are in the process, and determine which GBOTM level makes the most sense for you. There’s no pressure, just clarity on next steps.
Still have questions?
The best next step is a Tax Savings Call so we can review your situation together.
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.
Pricing and recommendations are based on your situation, filing years, and complexity.
We’ll walk through the right option during your Tax Savings Call.
