DEEP DIVE PLANNING
You feel it every year:
the IRS takes more than it should, and your accountant shrugs.
But you’re not actually “out of options.”
You’re out of strategy.
In this 1:1 Deep Dive, Barb analyzes your business, your expenses, and your setup to uncover the tax savings you’ve been missing — the money you could have kept but didn’t know how.
One hour. One expert. One goal:
stop overpaying and start keeping what you earn.
meet
Barbara
Barbara Schreihans is the powerhouse behind The TaxED Academy and Your Tax Coach®.
As the founder and CEO of both companies, she’s on a mission to help business owners keep more of their hard-earned money through expert tax strategies and financial education.
A tax strategist, business mentor, and wealth expert, Barbara saves entrepreneurs and high-net-worth individuals over $100 million in taxes every year —all while helping them grow their profits.
She’s also the creator of the Write Off Your Life® Course and the voice behind the Life-Changing Money podcast, where she breaks down complex financial topics in a way that’s engaging, actionable, and dare we say… fun.
FEATURED IN:
This is your chance to work with her privately, at the deepest level, for one power-packed hour that could change the entire trajectory of your tax bill this year (and every year after).
meet
Barbara
Barbara Schreihans is the powerhouse behind The TaxED Academy and Your Tax Coach®.
As the founder and CEO of both companies, she’s on a mission to help business owners keep more of their hard-earned money through expert tax strategies and financial education.
A tax strategist, business mentor, and wealth expert, Barbara saves entrepreneurs and high-net-worth individuals over $100 million in taxes every year —all while helping them grow their profits.
She’s also the creator of the Write Off Your Life® Course and the voice behind the Life-Changing Money podcast, where she breaks down complex financial topics in a way that’s engaging, actionable, and dare we say… fun.
FEATURED IN:
This is your chance to work with her privately, at the deepest level, for one power-packed hour that could change the entire trajectory of your tax bill this year (and every year after).
WHO THIS IS FOR?
Business owners who know they’re overpaying
Investors who want their taxes working for them, not against them
High earners who want to lower their bill and increase their wealth
Anyone who has outgrown basic tax prep and is ready for real strategy
Entrepreneurs who are tired of Googling “can I write this off?”
If you’ve ever felt like you’re doing well financially… but your tax bill doesn’t reflect that?
This session was built for you.
THE OUTCOME?
Imagine walking into tax season knowing you’re keeping as much as possible, and your money is working
This is the hour that pays you back.
(And we mean that literally.)
WHY BARBARA?
Because she knows what it feels like to have every dollar matter.
Before she built a multi-million-dollar tax strategy firm… before the Forbes features… before the courses, the team, and the thousands of clients…
Barbara was working in a Big 4 tax firm with companies who only cared about their bottom line. The year she saved a client 7 figures in taxes, their only response was that she better “beat her record next year.”
That moment became her mission - and now she’s focused on helping people who truly benefit from these strategies.
Today, Barbara is one of the most trusted tax strategists in the country - not because she talks like an accountant, but because she talks like a real human who genuinely cares about small business owners winning.
Her heart is simple: help entrepreneurs keep more of the money they work so damn hard for.
Not someday. Right now.
Barbara built Your Tax Coach on the belief that tax strategy shouldn’t feel overwhelming, confusing, or reserved for the ultra-wealthy. Her superpower is taking complicated tax concepts and turning them into “Ohhh, I get it now” money moves that anyone can implement.
Because when you understand how taxes really work - and how much money you could be saving - everything about your business changes.
Your confidence. Your profitability. Your long-term wealth.
That’s why this deep-dive exists.
To give you clarity, confidence, and a strategy that actually supports the business and life you’re trying to build.
With Barbara, you’re not just getting tax advice. You’re getting a partner who genuinely cares about your success.
Before she built a multi-million-dollar tax strategy firm… before the Forbes features… before the courses, the team, and the thousands of clients…
Barbara was working in a Big 4 tax firm with companies who only cared about their bottom line. The year she saved a client 7 figures in taxes, their only response was that she better “beat her record next year.”
That moment became her mission - and now she’s focused on helping people who truly benefit from these strategies.
Today, Barbara is one of the most trusted tax strategists in the country - not because she talks like an accountant, but because she talks like a real human who genuinely cares about small business owners winning.
Her heart is simple: help entrepreneurs keep more of the money they work so damn hard for.
Not someday. Right now.
Barbara built Your Tax Coach on the belief that tax strategy shouldn’t feel overwhelming, confusing, or reserved for the ultra-wealthy. Her superpower is taking complicated tax concepts and turning them into “Ohhh, I get it now” money moves that anyone can implement.
Because when you understand how taxes really work - and how much money you could be saving - everything about your business changes. Your confidence. Your profitability. Your long-term wealth.
That’s why this deep-dive exists.
To give you clarity, confidence, and a strategy that actually supports the business and life you’re trying to build.
With Barbara, you’re not just getting tax advice. You’re getting a partner who genuinely cares about your success.
WHY BARBARA?
Because she knows what it feels like to have every dollar matter.
After dropping close to a million on masterminds, I realized most of them were the same story: hype-heavy, coaches who didn’t give a sh*t about you, and zero follow-through. So I built the room I actually wanted to be in.
No Posturing
We’re not here for who can flex the hardest. You’re not joining this room to fangirl over me. This is where you gain real strategies, raw money convos, and action steps you can actually implement before you even leave the room.
Top-Tier Members
The Council is stacked with 6, 7, and 8-figure founders who actually show up and do the work. The energy? Different. You’re surrounded by people who make you level up just by being in the same room.
Implementation First
No more “rah rah” motivational talks that fade the second you shut your laptop. In The Council, we roll up our sleeves with you so you leave with strategies already in motion.
Always a White Belt
Ego doesn’t scale businesses. Curiosity and a willingness to do the work does. We believe in staying hungry, asking better questions, and being humble enough to learn your way into the next breakthrough.
The Council is basically the group chat with your most successful friends - only these ones are as invested in your wins as they are their own.
Before she built a multi-million-dollar tax strategy firm… before the Forbes features… before the courses, the team, and the thousands of clients…
Barbara was working in a Big 4 tax firm with companies who only cared about their bottom line. The year she saved a client 7 figures in taxes, their only response was that she better “beat her record next year.”
That moment became her mission - and now she’s focused on helping people who truly benefit from these strategies.
Today, Barbara is one of the most trusted tax strategists in the country - not because she talks like an accountant, but because she talks like a real human who genuinely cares about small business owners winning.
Her heart is simple: help entrepreneurs keep more of the money they work so damn hard for.
Not someday. Right now.
Barbara built Your Tax Coach on the belief that tax strategy shouldn’t feel overwhelming, confusing, or reserved for the ultra-wealthy. Her superpower is taking complicated tax concepts and turning them into “Ohhh, I get it now” money moves that anyone can implement.
Because when you understand how taxes really work - and how much money you could be saving - everything about your business changes. Your confidence. Your profitability. Your long-term wealth.
That’s why this deep-dive exists.
To give you clarity, confidence, and a strategy that actually supports the business and life you’re trying to build.
With Barbara, you’re not just getting tax advice.
You’re getting a partner who genuinely cares about your success.
THE INVESTMENT: $3,000
And if Barbara doesn’t find you at least $3,000 in potential tax savings?
You get a full refund.
There is literally no scenario where you lose.
If you’re paying more than $3000 in taxes, we’re confident we can change that.
what's possible in
A ONE-HOUR
DEEP DIVE?
CASE STUDY:
From “We Always Owe” to a Clear, Confident Tax Plan
How a Utah real estate couple unlocked
clarity, savings, and strategy in one Deep Dive.
Misty & Jeff — 18-year brokerage owners — came into their Deep Dive saying: “We make great money, but we always owe… and no one ever strategizes with us.”
One hour later, everything changed.
✔ Cleaned Up Their Entity + Compensation
We pulled their Utah records and tax return and confirmed they’ve been structured correctly as an S Corp since 2007 — meaning they didn’t need to blow anything up, just optimize.
✔ Uncovered Tax-Free Medical & Payroll Savings
We showed them how to actually use their HSA, run health + possible disability insurance through payroll, and layer in future tax-free reimbursement options.
Thousands saved right here alone.
✔ Turned Home, Car & Content Into Intentional Write-Offs
We reframed client events + gifting as marketing, walked them through the Augusta Rule (14 days of tax-free home rental), and clarified their vehicle strategy so every deduction was clean and defensible.
✔ Built a Retirement Plan That Didn’t Trigger “Nest-Egg” Anxiety
We created a step-by-step plan: open a SEP, extend their return for safety, fund by September, then roll into a Solo 401(k) next year for bigger tax sheltering and borrowing ability.
✔ Confirmed Real Estate Is Their Wealth Path and How to Supercharge It
Since they qualify as Real Estate Pros, we showed them how buying another property + doing a cost segregation study could wipe out brokerage income and recycle tax savings into more doors.
✔ De-Risked Their $60K Marketing Spend
We evaluated their marketing contract and built a smarter plan to shift into owned-brand marketing that actually grows equity, not just buys leads.
THE RESULT?
They walked away with a clear year-end game plan, long-term tax-free stacking strategies, and a framework to use their business + lifestyle to legally shrink their tax bill — for the first time ever.
One Deep Dive. Massive clarity.
Real savings. Real strategy.
THE RESULT?
They walked away with a clear year-end game plan, long-term tax-free stacking strategies, and a framework to use their business + lifestyle to legally shrink their tax bill — for the first time ever.
One Deep Dive. Massive clarity. Real savings. Real strategy.
WHAT THEY'RE SAYING...
WHAT THEY'RE SAYING...
READY TO STOP DONATING MONEY TO THE IRS?
This is your invitation to finally get the tax plan you deserve — one designed for wealth, not survival.
Click the button below to book your Deep Dive before the calendar fills.
Spots are extremely limited (Barbara only takes a handful each month).
by your tax coach
© taxed academy 2024-2025
by Your Tax Coach