Tax Story Match Workshop: Make Your Bank, Books & Tax Return Match

What you’ll learn (and why it matters)
Most business owners don’t have a tax problem, they have a numbers problem.
When your bank activity, books, and tax return don’t match, you’re making decisions on guesses… and guesses get expensive.

In this small-group workshop, you’ll learn Tax Story Match™ — a simple system to:

• Read your financial story (fast)
• Spot mismatches and red flags before they become tax surprises
• Install a weekly cash-flow rhythm so you know what’s safe to spend all year

You’ll walk away with (tools included):

• Tax Story Match Scorecard (know if you’re Matched or Unmatched + what to fix first)
• 5-minute Red Flag Checklist (P&L + Balance Sheet mismatch signals)
• Tax Story Match Framework: Bank ↔ Books ↔ Tax Return
• Owner Rhythm System with a Revenue Bucket / Income Hub and weekly split rules
• • Revenue Bucket → Owners 50% / Tax 30% / Ops 20%
• A simple priority plan: what to fix first, what to ignore for now, and what changes the tax outcome

Who this is for

• Business owners and high earners who want proactive tax planning (typically $250K–$3M+ income)
• Service businesses, consultants, agencies, and professional firms
• Anyone tired of surprise tax bills, messy books, or not knowing what’s safe to spend

Who this is NOT for

• People hunting for viral “write-offs” or shortcuts
• Anyone unwilling to look at their numbers or separate personal/business spending

Important
This workshop is educational and informational only — not tax or legal advice.

Next step (optional)
At the end, you’ll have the option to book a Tax Discovery (video or in-person) with Elevated Tax Strategies. We’ll run Tax Story Match™ on your business and determine whether a Tax Exposure & Strategy Analysis makes sense.

Event Venue & Nearby Stays

Elevated Tax Strategies, 8131 West Hausman Road, San Antonio, United States

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