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.

Starter Package:

The Clean-Up Plan

$397

Investment

(Tax prep billed separately)

For:

Non-filers or overwhelmed pros who need to catch up and get clarity.

What’s Included:

  • Taxpayer Check-In Call (45 mins)

  • Prior year tax review & roadmap

  • Income/Expense Tracker

  • Estimate calculator

  • Unlimited email support

  • Secure client portal access

  • Tax prep billed separately (multi-year discounts available)

Standard Package:

The Tax Structure Toolkit

$997

Investment

(Tax prep billed separately)

For:

Filers who want better strategy, cash flow control, and peace of mind.

What’s Included:

  • Everything in the Clean-Up Plan

  • Business entity structure review

  • Quarterly payment calculator + guide

  • 2 Advisory Calls

  • $250 credit toward tax prep

  • Unlimited email support + portal access

Premium Package:

The Strategy & Scale Suite

Starting at

$2,997

(Flexible payment plans available)

For:

High earners ready to scale, optimize taxes, and grow confidently.

What’s Included:

  • Everything in the Toolkit

  • Full S-Corp setup + filing (if needed)

  • Quarterly Advisory Calls

  • Annual Tax Savings Report

  • $650 tax prep credit

  • (Upgrade pricing applies for S-Corps/Partnerships)

  • Priority processing

  • Unlimited email support + portal access

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.