Which workshop fits you best?

Personal Tax & Financial Planning Workshop

Two virtual strategy meetings with our head Black Sheep, Kevin Cooper, CPA and a certified financial planner. We’ll take a deep dive into ways to save you money and plan for your future. You’ll take away a summary with lots of tax & financial planning ideas.

You’ll have two virtual meetings with Kevin Cooper, CPA and a certified financial planner. In the first session, we’ll ask you lots of questions about your taxes and financial situation. Then, you’ll send us the information we request and we’ll work furiously to prepare plans to save you on taxes and plan for retirement. In the second session, we’ll discuss our recommendations with you. You’ll receive a short summary of our talks and lots of tax and financial planning ideas.

Tax & Business Planning Workshop

A custom tax plan, designed just for you. We’ll dive deep into your tax situation and come up with as many tax planning stategies as we can to save you money. And, we’ll put together some strategies for your business based on goals we identify together.

You’ll have a virtual meeting with Kevin Cooper, CPA to take a hard look at your overall business. What tax strategies are you using, and what else could you be doing? What technologies are you using, and are they all talking to each other as they should be? We’ll come up with ideas to make you and your business more efficient and set you up for continued growth.

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