You Just Paid Your Tax Bill.
Let's Make Sure You Never Pay
That Much Again.
Your business is producing well. But if no one has ever built a forward-looking tax strategy around your growth, you are almost certainly leaving money on the table — every single year.
Register Now
"Six and seven-figure business owners are often overpaying the IRS — not because of mistakes, but because no one ever built a forward-looking tax strategy around their growth."
— Shannon Sheridan, EA · Tax Strategy & Fractional CFO
Business Owners Are Great at What They Do.
Nobody Taught Them to Think Like a CFO.
We're producing more than ever, but I feel like I'm keeping less every year. I don't know where it's going.
My CPA files everything on time. But I've never had a real conversation about reducing what I owe before April.
My business structure was set up when I started. Nobody has looked at whether it still makes sense for where I am now.
What We'll Cover
Built for Business Owners Who Are Ready to Act
Why Your CPA Files Great Returns — and Still Costs You Money
Filing accurately is not the same as filing strategically. Most business owners have compliance, not planning. We'll show you the difference and what it costs you every year.
Entity Structure: Is Your Business Setup Still Working For You?
The structure you chose when you started may be costing you significantly as you've grown. We'll walk through what to look for and when it's time to revisit.
Owner Compensation, Distributions & Reasonable Salary
How you pay yourself has a massive impact on your tax liability. Most business owners have never optimized this — and it's one of the fastest levers to pull.
Quarterly Estimates: Are You Overpaying All Year?
Most owners overpay their quarterlies and treat it like a savings account for the IRS. A proactive strategy changes this immediately and puts cash back in your business.
What a Forward-Looking Tax Strategy Actually Looks Like
Shannon will walk through exactly how she builds tax strategies for growing businesses — and what becomes possible when you stop reacting and start planning.
Why Having an Enrolled Agent Changes the Equation
As a federally licensed EA, Shannon can represent business owners directly before the IRS. That changes the advice she gives — and the outcomes she can deliver.
Built for Business Owners Who Are Ready
to Stop Overpaying
Shannon Sheridan, EA
Tax Strategist & Fractional CFO
"In 25 years I have never sat across from a business owner who wasn't overpaying the IRS. Not once. The difference is always the same — no one ever built a strategy around their growth."
Shannon is a federally licensed Enrolled Agent, tax strategist, and Fractional CFO with over 25 years in practice and more than 10,000 tax returns filed across industries.
She works exclusively with six and seven-figure business owners who need more than a CPA. They need a strategist who can see around corners, plan ahead, and represent them if the IRS ever comes knocking.
Reserve Your Spot.
It's Free. It's Live. And It Could Change
What You Pay the IRS — Starting This Year.
Join Shannon on May 20 and walk away with a clear picture of what your business is leaving on the table — and exactly what to do about it.
Claim My Free Spot — May 20 Free to attend · Open to all business owners · 60 min + Q&A · No credit card requiredSome business owners already know
they need a strategy — not a webinar.
The webinar is free and built to give you clarity. But if you already know you're overpaying and you're ready to do something about it now, Shannon keeps a limited number of spots open each month for direct conversations. Just an honest look at your situation.
Schedule a Conversation with Shannon → Limited availability · 30 minutes · No obligation