Founder Files
Your Personalized S Corp Readiness Brief
save thousands and avoid self employment taxes
You're incredible at what you do. But when it comes to taxes? Instant overwhelm.
You've heard about "tax-saving strategies" (cue the vague social media advice and conflicting biz-friend opinions). Maybe someone mentioned an S Corp. Maybe you panicked and googled "do I need one." But no one ever made it make sense.
Founder Files is a personalized, CPA-designed readiness brief that helps you uncover whether an S Corp is a smart, strategic move for your business, based on your real numbers, not internet opinions.
Think of it like this:
You don’t need more advice.
You need clear evidence, a calm explanation, and a smart next step.
No math panic.
No IRS anxiety.
Just clarity, presented like a briefing with your name on it.
And if an S Corp isn’t the right move yet? I’ll tell you that too.
This isn’t about pushing a strategy.
It’s about decoding your options so you can decide confidently.
What if you're already eligible to save...
but don't know it?
The biggest reason business owners overpay in taxes?
No one told them when to make the switch.
You might be:
Filing as a sole prop or LLC when an S Corp would cut your tax bill
Paying self-employment tax on income you don’t have to
Missing out on thousands in savings every year
This isn’t about turning you into a spreadsheet wizard.
It’s about giving you the clarity to make confident moves with what you’ve already built.
What’s Inside Founder Files:
The Tax Saver Snapshot (Key Evidence)
A no-stress calculator and walkthrough that show whether an S Corp could meaningfully reduce your taxes.
A Calm, Clear Video Briefing
I walk you through how S Corps actually work, who they’re for (and who should wait), and what changes when you elect, without jargon or overwhelm.
Your Personalized Path Forward
Based on what your Snapshot reveals, you’ll know exactly what makes sense next: DIY, Done-for-you, Or intentionally waiting
Built for the creative brain
This wasn’t made for finance bros.
It was built for the visionary—the designer, the coach, the strategist, the founder—who thrives on big ideas, not bank reconciliations.
If you've ever:
Zoned out at the mention of “quarterlies”
Avoided spreadsheets on principle
Wanted financial clarity but didn’t know where to start
This is your entry point.
Founder Files is grounded in real strategy, but it speaks your language.
It won’t overwhelm you. It won’t judge your tabs.
It’ll just help you make smarter, more confident money moves—on your terms.
What it really gives you:
Know exactly how much you could save—no guessing
Understand what to do next (and when to do nothing)
Whether you DIY or delegate, you’ll move forward empowered
Repudiandae
You don’t have to love finances.
You just need someone who can make them make sense.
This isn’t just about saving on taxes. It's about...
Feeling calm instead of confused when tax season hits
Making money moves like a true CEO (without losing the creative spark)
Building a business that supports your lifestyle goals
Actually understanding your next step—and feeling good about it
Ready to open the files?
→ Delivered straight to your inbox
→ No fluff—just clarity
→ Built for creatives, backed by a CPA
P.S. If your brief shows you’re ready to save, you’ll see two clear paths:
Entity, Empowered
— the DIY route, with strategy and structure
Entity, Elevated — the luxe, done‑for‑you experience
We’ll guide you to the right one—so no matter your budget or bandwidth, you’re supported.
Disclaimer: This tool is for educational purposes and does not constitute personal tax advice. For personalized guidance, apply to work with us or speak with a licensed tax professional.
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