Wealth Smart Living - Book a Call
For creators & online businesses

Made real money creating? Keep more of it.

Taxes, bookkeeping, and S-corp strategy built for creators — brand deals, ad revenue, Twitch, Patreon, UGC, courses. Stop overpaying, and stop dreading tax season.

Jeffery Kanally | PTIN holder & QuickBooks ProAdvisor | working with creators nationwide

If a platform pays you, taxes get complicated fast.

You built the income. Most creators hand a chunk of it back in taxes they never planned for. Sound familiar?

A surprise five-figure tax bill you didn't see coming.

A pile of 1099-NECs and 1099-Ks you don't fully understand.

No idea whether you should be an LLC or an S-corp.

Write-offs you're probably missing — gear, home studio, software, travel.

Quarterly taxes nobody warned you about.

Books that are a mess because income lands from six different places.

The Wealth Smart Setup, for creators

The same system we use for every client — tuned to how creators actually get paid.

Step 1

Know it

See what you really make across every platform — and what you'll owe.

Step 2

Form it

LLC or S-corp? Set up the structure that fits creator income.

Step 3

Clean it

Wrangle the 1099s, the books, and every write-off.

Step 4

Build it

Quarterly estimates, retirement, and a year-round plan.

Step 5

Protect it

Keep what you built as your brand and income grow.

Built for every kind of creator

If a platform pays you, we can help you keep more of it.

YouTubers Twitch & streamers UGC creators Course & digital-product sellers Newsletter & Substack Podcasters Coaches & consultants Affiliate & brand-deal creators

Simple plans. Transparent pricing.

Books and taxes handled on a flat monthly plan — no surprise invoices. Pick where you are.

Foundation

From $299/mo

Side income & new full-timers

  • Creator tax return, done right
  • Monthly bookkeeping, handled for you
  • All your 1099s pulled together
  • QuickBooks setup & training
  • Year-round email support

Private Client

From $1,199/mo

Multi-brand creators & teams

  • Everything in Growth
  • Multiple entities & brands
  • Proactive quarterly tax planning
  • Retirement & wealth setup
  • Monthly 1:1 + direct text access

Book a free fit call to pick your plan

12-month plan, billed monthly. Starting prices shown; final quote scales with income and transaction volume.

Why creators work with me

Not a generalist who's confused by Twitch.

Gets

Speaks creator

Platform income, 1099-Ks, brand deals, ad revenue, UGC — I understand how you actually get paid.

One

One roof

Taxes, books, and entity setup handled together — not bolted on by three people who never talk.

USA

Nationwide

Tax and wealth services for creators anywhere in the US, fully remote.

Open

Transparent

Flat monthly pricing you can see up front. No mystery invoices.

Free resource

The Creator Tax-Leak Checklist

The fastest way to spot what you might be overpaying — before your next quarterly payment or tax filing.

You're in! Download your checklist — then check your inbox to confirm your email for future creator tax tips.
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Creator questions

The things creators ask before reaching out.

Yes. Creator income is my focus here — ad revenue, sponsorships, tips, memberships, UGC, affiliate, and courses, across whatever mix of platforms pay you. I know how the 1099-NECs and 1099-Ks work and how to organize it all so nothing gets missed.

Not at all — that's the perfect time to talk. Most creators start as a sole proprietor, and there's a point where forming an LLC or electing S-corp status starts saving real money. We figure out where you are and set up the right structure before the next income jump.

Yes. A large 1099-K doesn't automatically mean a huge tax bill — a lot of it comes down to deductions and how your income is reported. Book a free call and we'll look at the real number together and map a plan.

Only if it makes sense for you. Some creators want a full handoff of books and taxes; others just want a second set of eyes on their setup. The free call is a no-pressure way to see whether it's a fit.

Yes — tax and wealth services are available to creators anywhere in the US, fully remote. (Real estate guidance is limited to Idaho and Washington, where I'm licensed.)

Roughly, once your creator profit is high enough that the tax savings beat the extra admin and payroll cost. There's no magic number that fits everyone — we run your actual numbers on the call so it's a real decision, not a guess.

Ready to keep more of what you earn?

One free call. We'll look at your platforms, your numbers, and where you're leaving money on the table.

Book your free creator tax call