Running programs, managing memberships, handling client payments, and marketing your coaching business is already a full-time job. Tax prep shouldn’t be another source of stress—but deadlines don’t wait.


That's where we step in.


Straight Talk CPAs help coaches streamline tax prep, maximize deductions, and maintain smooth cash flow—without making tax season a bigger production.

No jargon, no confusion—just practical guidance that fits your workflow.

Tax Preparation Services for Coaches

We Know Coaching Peaks and Off-Seasons Happen

Receipts across multiple channels?

Forward or upload—we’ll sort them.

Memberships, course fees, or online payments?

We’ll map it cleanly for compliance.

Not sure what you’ll owe this quarter?

We’ll keep you current—no surprises.

Don’t Let Tax Details Cut into Your Profit

Margins in coaching can be tight. Between refunds, platform fees, and program costs, it’s easy to leave money on the table. We make sure you capture every deductible expense:


  • Platform, software, and payment processing fees—properly tracked
  • Program development, marketing, and education costs—claimed where allowed
  • Assistants, freelance instructors, and affiliate payments—organized cleanly

Tools That Fit Your Workflow

Snap-and-go receipts—Quickly capture receipts for software, platform fees, course materials, or client-related expenses—photo, upload, done.

Access Anywhere—Review and manage tax documents on any device—phone, tablet, or desktop—so your prep fits your busy schedule.

Transparent e-filing—Track every step of your filings in real time, see what’s submitted, and know your deductions are maximized.

Challenge: A coach with multiple online courses and in-person workshops faced fluctuating enrollment, missed deductions, and surprise tax bills.


Our approach:

  • Real-time tracking of program revenue, memberships, and client payments
  • Identified overlooked deductions for software, marketing, and certifications
  • Built rolling cash forecasts aligned to program schedules


Results:

  • Recovered $45K in missed deductions in year one
  • Reduced surprise tax bills by 25%
  • Freed 8 staff hours per week with automated tracking

Case Study: Multi-Program Coach

Why Coaches Choose Straight Talk CPAs

  • Clear, simple language—no finance-speak
  • Actionable steps that fit your workflow
  • Year-round support, not just tax season


Let’s Take Taxes Off Your Plate

You’ve got clients to serve and programs to grow. Hand off the part that doesn’t need to be your daily job.

  • Claim every allowable expense
  • Avoid compliance headaches
  • Keep more of your hard-earned profit


Book a free consultation and make tax prep one less thing to worry about.

FAQs

  • What makes tax preparation for coaches different?

    Yes—especially if growth is the goal. A little upfront guidance can prevent costly mistakes later on, like choosing the wrong structure or misclassifying a contractor.


  • Can I deduct platform and processing fees?

    Absolutely. Most entrepreneurs start out solo. Having CPA help means you don’t have to figure out everything yourself or wait until tax season to panic.


  • How do you handle seasonal or irregular income?

    We create cash flow forecasts and quarterly tax estimates to keep you prepared, even with fluctuating client enrollment.

  • Do you work with both online and in-person coaches?

    Yes. We support venues, promoters, and individual entertainers—tailoring tax prep to each type of operation.

  • What if my records are messy or incomplete?

    No problem. We’ll sort, organize, and reconcile your records so you can confidently file on time.