Setting up a tax plan calendar and alerts

Complete your key tax year moves before key deadlines with a calendar and alerts
Accountants are great at tax time, but they don't always help you follow-up with all the tax moves they tell you to make throughout the year. From IRA contributions to updating your withholding, put the key tax moves on the calendar and set up reminders for yourself.
Who's it For?
Anybody planning complex tax moves

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.
For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!
Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental prep

  • Pre-work review: We'll discuss a short podcast episode that helps set the tone when it comes to talking about money, and particularly key moves related to taxes
  • Expectation-setting on tax advice your financial responsibility; we're setting up a calendar, not consulting on your tax situation

Identifying

  • Consultation: We'll talk about what you've learned about your tax situation from financial professionals and how you've experienced completing financial tasks in the past
  • We'll identify together how these moves are likely to best fit into your life to-do list and your general approach to task completion

Doing + Building

  • We'll create a personalized tax calendar
  • We'll use lightweight task-management tools to help alert you to when you need to take certain tasks
  • We'll aim to automate as much as possible, so that you can focus on life and not tax moves

Problems this pack addresses:

What can you expect in this pack?

Upfront, clear expectation-setting on what we can accomplish.

We'll divide up the work between us where possible, working virtually and between sessions.

We'll bring general tax information and research to the table where applicable, though can't advise you.

We’ll identify achievable homework to do between sessions

Key actions are completed as shared-screen activities. You will never share access to sensitive info.

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

Will you need access to my financial information?

Wayshaping

1:1 Session Packs

Setting up a tax plan calendar and alerts

Complete your key tax year moves before key deadlines with a calendar and alerts
Accountants are great at tax time, but they don't always help you follow-up with all the tax moves they tell you to make throughout the year. From IRA contributions to updating your withholding, put the key tax moves on the calendar and set up reminders for yourself.
Price: 
$
150
Purchase this pack
Who's it For?
Anybody planning complex tax moves

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.
For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!
Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental prep

  • Pre-work review: We'll discuss a short podcast episode that helps set the tone when it comes to talking about money, and particularly key moves related to taxes
  • Expectation-setting on tax advice your financial responsibility; we're setting up a calendar, not consulting on your tax situation

Identifying

  • Consultation: We'll talk about what you've learned about your tax situation from financial professionals and how you've experienced completing financial tasks in the past
  • We'll identify together how these moves are likely to best fit into your life to-do list and your general approach to task completion

Doing + Building

  • We'll create a personalized tax calendar
  • We'll use lightweight task-management tools to help alert you to when you need to take certain tasks
  • We'll aim to automate as much as possible, so that you can focus on life and not tax moves

Problems this pack addresses:

What can you expect in this pack?

Upfront, clear expectation-setting on what we can accomplish.

We'll divide up the work between us where possible, working virtually and between sessions.

We'll bring general tax information and research to the table where applicable, though can't advise you.

We’ll identify achievable homework to do between sessions

Key actions are completed as shared-screen activities. You will never share access to sensitive info.

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

Will you need access to my financial information?