Understand your business
We review how your business earns, spends, and moves money, including income streams, accounts, expenses, entity structure, and current tax process.
We help coaches, consultants, agencies, ecommerce brands, and online business owners clean up mixed money, contractor complexity, ad spend, and last-minute tax decisions.
How Offscreen Tax Works
We review how your business earns, spends, and moves money, including income streams, accounts, expenses, entity structure, and current tax process.
I organize the information and coordinate with qualified tax professionals who review the technical scope, recommendations, preparation, and filing work where included.
You receive a clear plan, practical rules, and ongoing support so you are not guessing every time money comes in or goes out.
Common areas to review
Growing revenue often adds accounts, tools, contractors, offers, and payment channels faster than the tax system catches up. These are common areas worth reviewing as the business grows.
Review your tax setup →Stripe, PayPal, Shopify, Amazon, bank transfers, coaching payments, affiliate income, and personal spending all crossing paths.
What it may create: messy books and poor visibility into what the business is actually producing.VAs, editors, setters, closers, designers, agencies, and freelancers get added without a consistent process for records, classification, and year-end reporting.
What it may create: cleanup work, missed documentation, and avoidable filing friction.Meta and Google ads, SaaS tools, merchant fees, inventory, shipping, and fulfillment costs are not organized around how the business actually operates.
What it may create: weaker reporting and harder tax decisions.A launch, strong sales month, affiliate spike, or Q4 surge hits; spending rises; the tax reserve becomes whatever is left.
What it may create: surprise bills and reactive decisions.The setup that was fine at $50K may no longer fit a coaching company, agency, ecommerce brand, or online business earning several hundred thousand.
What it may create: unnecessary friction as the business scales.From complexity to strategy
The review follows a simple path: understand how the business earns, review potential weak points, clarify the relevant questions, and turn the next steps into a repeatable operating process.
Coaching, services, ecommerce, affiliates, ads, subscriptions, and other offers all go on one map.
Accounts, contractors, owner pay, reserves, expenses, and documentation get reviewed together.
Turn tax rules into practical guidance you can use before the next hire, launch, purchase, or payout.
Use cleaner accounts, documentation, estimates, and operating rules so growth creates less tax friction.
Who we help
You are past the “side-hustle spreadsheet” stage, but your tax setup may not have caught up with your offers, team, ad spend, or sales volume.
Business income and complexity, not audience size, are what matter.
High-ticket programs, retainers, courses, memberships, affiliates, launches, and a growing mix of payment channels.
Contractors, payroll, software, client delivery costs, owner pay, and uneven monthly margins.
Shopify or Amazon sales, inventory, COGS, ads, merchant fees, affiliates, subscriptions, and additional offers.
The Offscreen difference
Who’s behind the strategy
The goal is not generic tax advice. It is a careful, documented plan built around how your business earns, spends, hires, and grows.

I built Offscreen Tax around the part that matters after the revenue arrives: understanding how the business earns, separating what belongs where, and building tax decisions you can repeat as the company grows.
Online Business Tax Leak Review
We review how your coaching, consulting, agency, ecommerce, or digital-product business earns and spends money, then identify potential issues and next steps. For US coaches, consultants, agencies, and online business owners doing roughly $150K+/year.
Specific recommendations depend on reviewing your business facts and records with the appropriate tax professional.
No obligation. If we are not a fit, we will tell you quickly and try to point you in the right direction.
Quick answers
No. The main filter is business complexity and revenue, not whether the business is your only job. Coaches, consultants, and online business owners can still be a strong fit if the business is generating meaningful revenue.
The front-end offer is the Online Business Tax Leak Review. Depending on your situation, we can coordinate tax planning, filing support, and ongoing advisory through qualified tax professionals we work with. Your exact scope is confirmed after we review your business and records.
No. The goal is a defensible, documented setup, not aggressive guesswork. We help you understand what belongs in the business, what stays personal, and how to make cleaner decisions going forward.
Choose an available time, enter your details, and confirm the meeting. On the first call, we’ll learn how your business makes money, how your accounts are structured, and what you currently do for taxes. If it looks like we can help, we’ll request the relevant information, review the scope with the appropriate qualified tax professionals we work with, and schedule a follow-up call to discuss recommendations and pricing.
The review is the first step. If we’re a fit for ongoing planning, filing, or advisory, most engagements fall in the mid-four-figure annual range depending on scope. We’ll confirm the exact investment after reviewing your situation.