Community Programs

Your Own Dedicated Business Coach
Business & Financial Coaching at the Taxpayer CARE Center

Running a small business means making financial decisions with limited time, staff, and money. Whether you’re just getting started or already in business, our coaching gives you one-on-one guidance on bookkeeping, budgeting, cash flow, taxes, and funding. Choose the path that fits where you are today.

Just Starting Out? The New Business Package
Investment starting at $2,500+, with payment plans available

The New Business Package is designed for startup founders at the beginning of their journey. Your dedicated coach helps you build a strong financial foundation from day one, including:

• Choosing and setting up your business entity. Understand your options and setting up the structure that fits your goals.

• Accounting software implementation. Get your system set up correctly from the start.

• Foundational bookkeeping education. Learn how to separate business and personal finances and keep your records organized and current.

• Year-end guidance. Keep your records tax-ready and stay organized for growth.

Already in Business? Join the Coaching Membership
Founding Member Rate: $200/month (regularly $250/month)

You already know the value of a membership: pay once a month, get more every time you meet with us. Your business deserves the same deal, instead of paying for help one crisis at a time. In each 50-minute session, you’ll work with your coach to sort out what matters most right now, and you’ll leave with a written action plan and specific next steps.

What we coach you through

• Bookkeeping and financial statements. Get guidance on setting up and using your software, organizing your records, and learning how to read your financial statements so you can make decisions with them. 

• Budgeting, cash flow, and funding. Build your own budget and cash-flow projection, plan for slow seasons, and prepare the reports and projections lenders expect.  

• Taxes and IRS notices. Find out which filing requirements apply to you, stay compliant, and understand your options when a notice arrives. Includes tax office hours. 

What members get:

• A coach who knows your story. No starting from scratch. We remember your goals, your numbers, and your progress.

• Year-round support. Help in July, not just when tax season or a cash crunch hits.

• A written action plan after every session. You always know exactly what to do next.

• Member-only priority. First access to scheduling, workshops, and community events.

Become a founding member: Our first members lock in a founding rate of $200 a month, $50 less than the regular rate, for as long as they stay members. Founding spots are limited, so join now to secure your rate.

Start strong, then keep growing.
Many founders begin with the New Business Package to get set up the right way, then continue with the Coaching Membership for ongoing support as their business grows. Either way, you’ll have a dedicated coach in your corner.

Taxpayer CARE Center focuses on connection, education, and guidance services. 

• The Most Common Tax Mistakes Made by Small Businesses

• Planning Ahead: Estate Planner

• Is Your Business Exit-Ready?