A 90-minute workshop for digital agency owners and ops leads.

Taxes don’t have to be confusing or costly. This session breaks down what really matters for agency finances. How to structure your business, plan smarter, and claim the credits and deductions you deserve.

What You’ll Learn

• Set Up Smart: When an LLC, S-Corp, or C-Corp makes the most sense
• Plan with Intention: Retainers, projects, and productized work
• Claim What’s Yours: The most-missed deductions for creative and remote teams
• Use the R&D Credit: How dev, UX, and automation work can qualify for major savings
• Pay Yourself Right: Salary vs. distributions and retirement options for owners
• Stay Compliant: Multi-state, international, and sales-tax pitfalls to avoid
• Prepare to Grow or Exit: Clean books and smart structures before your next big move

Who Should Attend: Owners, partners, COOs, and finance leads at digital, creative, and tech agencies.

You’ll Walk Away With: A simple checklist to reduce your tax burden, protect your profits, and make smarter year-end decisions without any confusing jargon.

Live 90-minute workshop + Q&A: Seats are limited. Reserve your spot and get your agency tax-ready for the year ahead.