Live Coaching to Simplify Taxes, Save Money, and Boost Confidence

Are taxes leaving you feeling overwhelmed? Whether you're an independent contractor, a physician, or a freelancer, tax planning doesn’t have to be stressful. At Real Money, Real Answers, we offer personalized coaching and tax strategy sessions to help you make smarter financial decisions. Starting March 1, 2026, you’ll get expert guidance that empowers you to take control of your taxes and confidently plan for a brighter financial future.

Who We Are

Why Live Coaching Makes a Difference in Your Tax Planning

At Real Money, Real Answers, our live coaching sessions offer personalized, real-time guidance to help you navigate taxes with confidence. Here’s how it benefits you:

  • Direct Interaction with experts for real-time answers to your questions.

  • Tailored Advice based on your unique financial situation.

  • Weekly Sessions covering essential tax topics.

  • Actionable Strategies to reduce your tax burden and maximize deductions.

  • Avoid Costly Mistakes with expert guidance.

  • Immediate Results with clear, practical steps you can apply right away.

How We Help

Meet the Founder & CEO

Hi, I’m Alan.

As the founder of Real Money, Real Answers, I understand how overwhelming taxes can be, especially for independent contractors and physicians. That’s why I’ve made it my mission to help people like you take control of your tax situation with clear, straightforward advice.

With years of experience in tax strategy, I’ve worked with countless clients to help them reduce their tax burden and avoid common mistakes. In my live coaching sessions, I’m personally involved, ensuring you get expert guidance tailored to your unique needs.

You’ll never be left in the dark. My goal is to help you feel confident and informed every step of the way.

How We Help

Flexible Scheduling to Fit Your Busy Life

Our tax strategy sessions are available at various times throughout the month, so you can choose the session that fits best into your schedule. Whether you have a busy workweek or need evening sessions, we've got you covered.

What You'll Learn in Our Tax Strategy Sessions

How to Minimize Your Tax Liability

Learn proven strategies to reduce the amount you owe and make the most of tax-efficient investments.

Understanding Tax Brackets and Rates

We’ll explain how tax brackets work and how you can structure your income to pay less in taxes.

Avoiding Common Tax Mistakes

Many people unknowingly overpay taxes or face penalties due to mistakes. We’ll help you avoid those pitfalls.

Creating a Personalized Tax Plan

After each session, you’ll have a clear action plan tailored specifically to your financial situation, ensuring you’re on the right track.

150+

Businesses

Helped

40+

Combined Years

of Experience

16

Financial

Experts

Pricing

Choose the Right Package for Your Needs

Monthly Plan

$99/month

Access to weekly live tax strategy sessions

Participation in the online community

Access to YouTube Tax Videos

Weekly tax updates and reminders

Weekly office coaching calls

Personalized email support (2-day response)

Annual Plan

$999/year

Access to weekly live tax strategy sessions

Participation in the online community

Access to YouTube Tax Videos

Weekly tax updates and reminders

Weekly office coaching calls

Personalized email support (2-day response)

Everything in the Monthly Plan

One simple upfront payment for the whole year

Services

One-Time Service Plans

Tax Return Review & Tax Plan

$2,500

Comprehensive review of your tax return

Custom tax plan tailored to your financial situation

Includes tax-saving strategies and actionable advice

Limited to the first 50 clients

Individual/Joint Tax Return (1040 + State)

$1,000

Full tax filing for individual or joint returns (1040 and state)

Expert guidance on deductions and credits

Limited to the first 50 clients

Business Tax Return (1065/1120S + States)

$1,750

Complete tax return filing for partnerships and S-corporations

State filings included for business entities

Limited to the first 50 clients

Investment Portfolio Review (Tax & Risk)

$1,000

Detailed review of your investment portfolio

Tax impact and risk assessment to ensure optimal returns

Limited to the first 50 clients

Our Team

Meet Our Financial Experts

Sofia Young

Head of Marketing

Emma Johnson

Project Manager

Ava Thompson

Operations Coordinator

Liam Carter

Creative Director

Noah Mitchell

Marketing Specialist

Alan Mitchell

Founder & CEO

Sarah Chen

Senior Tax Strategist

David Rodriguez

Tax Planning Director

Jennifer Park

Business Tax Specialist

Michael Torres

Investment Tax Advisor

Why Fin Advisor?

Frequently Asked Questions

Clear answers to help you make confident financial decisions.

Q: When are the sessions held?

A: Sessions are held every Wednesday and are recorded.

Q: Are the sessions personalized?

A: No, the sessions are not personalized. They are designed to cover the material scheduled for that month.

Q: Can I ask specific questions?

A: Yes. Specific questions should be emailed in for review.

Get Started

Ready to Simplify Your Taxes?

Don’t wait until tax season to take control of your finances. Join Real Money, Real Answers, and start implementing proven tax strategies immediately. With live coaching, personalized guidance, and ongoing support, you’ll gain the clarity and confidence you need to manage your taxes the right way — all year long.

Choose the membership plan that fits your needs and begin building a smarter tax strategy today.

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