Take Control of Your Finances – We`ll Teach You How To
At Heartfelt CFO and Tax Services, we believe financial clarity shouldn’t feel like a burden. Our courses are designed to take the stress out of taxes and financial planning, giving you the tools to make smarter money moves with confidence. Whether you’re a business owner, freelancer, or just someone who wants to be more in control of your finances, we’ve got you covered.
Learn at your Own Pace – Courses & Resources Designed For you
Tax Planner: A No-Nonsense Guide to Tax Strategy
Your Ultimate Tool for Financial Organization and Tax Prep Success
- Proactive tax planning that helps you keep more of what you earn.
- Avoid common (and costly) tax mistakes before they happen.
- Designed for business owners and self-employed professionals who want to feel in control of their finances.
Unlock Financial Mastery: 16 Video Course
Learn at your own place and master your finances to build a better future for you and your business
- A deep dive into tax planning, broken into bite-sized, easy-to-follow lessons.
- Transform your business with proven financial strategies
- Learn at your own pace with 16 videos that simplify complex tax concepts.
Tax Masterclass: Advanced Strategies for Financial Success
In this masterclass, Margo Masri reveals how to turn tax stress into tax savings—no jump scares, just happy endings.
- Discover how to legally reduce your tax liability and maximize savings.
- Learn the ins and outs of home office deductions, hiring family members, and more.
- Avoid costly penalties with proactive filing strategies for 1099s and W-2s.