Freebies & Resources
Grow and Learn with us
A starting point for those who are unsure where to start.
Whether you’ve never looked at your numbers or just feel stuck and scattered, this is your soft landing and your clear next step.
Let’s stop spinning and start building.
Wealth & Wellness Foundational Checklist
Creating a clear, real-time budget
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Reviewing and tackling debt (without shame)
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Exploring advanced wealth-building strategies—when you’re ready
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Understanding what big moves (like crypto, stocks, or selling property) mean for your taxes
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Setting up retirement, insurance & safety nets
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Feeling overwhelmed by finances, but know it’s time to get your life in order? This is for you.
The Wealth & Wellness Foundation Checklist is your no-pressure, totally doable roadmap to help you gain clarity, get organized, and finally build real momentum with your money and long-term wealth.
Built specifically for individuals who aren’t sure where to begin—this guide walks you through:
Always feel like you are missing the last few items your tax preparer needs when sending over your tax documentation for the year?
Keep all of your business use of home expenses for the year along with your mileage & auto expenses all in one spreadsheet for easy tracking and easy sending (to your tax preparer, when tax season shows up)!
For taxpayers who are business owners - filing an entity return or a Schedule C on a Form 1040.
Business Use of Home Mileage/Auto Expense Tracker
This ‘course’ covers all of the basics of everything small business - whether you are just getting started, have already started, or want to get started.
The goal of this course is to empower you by providing you with the information necessary to open and run a business.
If you receive your income through a 1099-NEC or 1099-MISC, this would probably be highly beneficial to you, too! It would also be a “write-off”.
Small Business Start-up Small Business Taxation
What’s Included?
Small Business Start-Up & Small Business Taxation PowerPoint Presentations
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Two Zoom Meetings, Recorded
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WHo's it FOr?
Anyone wanting to start a small business
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Anyone wanting to know all of the ins and outs of how their business is taxed and what is required
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Anyone who receives their earned income through a 1099-MISC or 1099-NEC
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Anyone wanting to empower themself inside of their small business (and yes, a small business can make millions)
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Topics Covered
Yearly Fees/Costs of Doing Business
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Secretary of State/EIN
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Formation & Set-Up
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Income/Expense Tracking
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Taxation in Different States
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Entity Selection & Taxation
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Hobby Losses
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Mileage/Business Use of Home
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Retirement/Health Accounts
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Gross v. Net Income
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Beneficial Ownership Information Report Filing
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Asset Protection
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Credits Available
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Monthly/Quarterly/Yearly Tax Returns Required
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Expenses/Deductions/Costs of Goods Sold
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Employees v. Contractors v. Wages/Salary v. Draws/Distributions
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Different Types of Taxation
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Client Love
I have worked with Tinkler Professional Accounting for more than a decade, and I am consistently impressed with how thorough Claire is. She goes above and beyond to be available and helpful, and she is extremely efficient and doesn’t miss a detail. I always feel I am in the best hands when she is handling my taxes, and I would highly recommend her to anybody looking for an absolutely top-notch CPA to take care of your accounting needs.
- Brian
Claire is an absolute pleasure to work with year over year. She is extremely knowledgeable, easy to communicate with, understanding, and has a patience of a saint. You will not be disappointed using her services. Love you Claire Bear :)
- Iwona
Claire is the best! She really cares about her clients' financial success and is with you every step of the way. Encouraging and supportive, I couldn't ask for a better CPA!
- Sierra
Claire made this the easiest tax season I have ever had! I started my first LLC and I had no idea how to navigate the tax prep. Her and her team are so knowlegable and were able to answer all of my questions with ease and had all the info to get the most out of my refund. I've already recommended her to numerous friends of mine who are small business owners.
- Danielle
Tinkler Professional is the most unique and best accounting service provider. Claire is extremely professional and so knowledgeable. She provides details and is so welcoming for her clients to ask questions. Her services and communication is so fast and efficient! Highly recommend for anyone with their personal or small business.
- Brooke
Please work with Claire. If there is anything you can do for the health and wealth of your business, it’s working with Claire!!! In the past year, she has organized my tax refund way ahead of schedule and cleaned up my books to even being my business coach 😄 Not only is she capable of doing an amazing job, Claire is actively learning her craft by taking courses and studying. I don’t know about you, but anyway educating themselves as well as working in their industry is a must for me! Claire is that woman!!!
- Gwyneth
Claire is the most amazing CPA- she has been doing my taxes for about 6 years now and has really been a godsend. I won’t go anywhere else!
- Sydni
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