Every Job Starts with a Plan

It's time for your finances to have one too

Introducing

Your financial situation is specific.
Your plan should be too.

You will walk away from this 60 minute call with Brandon knowing:

Where you are leaving money on the table

A clear, no‑jargon picture of your situation

A retirement

and deferral

roadmap that

fits a trades lifestyle

A deduction strategy designed for you

The right structure for your business

How to start building your wealth & prepare for retirement

Your situation is specific.

Your plan should be too.

Prioritized steps,

so you know what’s worth doing this month vs. next year

Confidence that your tax saving strategies are not accidentally creating audit risk

Custom numbers,

not generic advice

$1,200 (Single Payment)

Your 60-minute tax strategy call will give you a customized written plan showing you what strategies to use and when to use them.

$1,200 (Single Payment)

No obligation, just opportunity.

Ready to learn more about Tradesmen Taxes?

Get started with your free 30 minute consultation Call

Start the Conversation

Want to level up your support?

The Blueprint shows you what's possible.

The Financial Foreman Program makes it your reality.

From missed quarterly estimates to messy accountable plans and S‑Corp compliance issues, we catch problems before they turn into penalties or audit risk.

You stop making expensive, preventable mistakes.

You get year‑round strategy,

not just April paperwork.

We adjust as your income swings, you buy equipment, hire crew, or add trucks, so you’re planning taxes all year, not panicking at year‑end.

Your numbers stay clean without you having to become an accountant.

Monthly bookkeeping, organized accounts, and clear reports mean you always know what you’ve made, what you owe, and what you can safely spend.

You have a financial foreman in your corner when money questions come up.

“Can I deduct this?” “Should I buy this truck now or next year?” “What’s my reasonable compensation?” You get clear, trade‑savvy answers instead of Googling at 11 p.m

As you add entities, real estate, or advanced retirement strategies, we coordinate the structure so taxes, liability, and cash flow all work together.

Your growth is supported, not complicated.

The Financial Foreman turns your

once‑a‑year tax scramble into

a project we run together,

instead of a deadline that runs you.

THE LEVELS

$500 per Month

Monthly Bookkeeping for One Bank Account and One Credit Card
Two Tax Strategy Sessions a Year
Email Response Time within a Week
Filing Quarterly Tax Estimates and Annual Tax Return (cash basis 1040 with Schedule C)

For the sole proprietor or LLC not quite ready to be an S-Corp

$900 per Month

Every service included in Foundation Level
Quarterly Tax Strategy Sessions
Email response time in two business days
Payroll Processing Assistance
S-Corp Compliance Assistance
No IRS Surprises. We Monitor Your Account.
ProtectionPlus Audit Assistance

For the business already setup as an

S-Corp and building to the next level.

$1,300 per Month

Every Service Included in the Framed Level
Direct Messaging Access to Brandon
Monthly Tax Strategy Sessions
Weekly Office Hours

For the business with higher cash and ready to leverage advanced strategies

Stop donating to the IRS.
Let’s find the leaks.

In a free 30-minute consultation, we’ll look at where you are, and where you’re headed. If you are a good fit for my work, you will also have the opportunity to learn more about the Blueprint and Financial Foreman program.