There are two customers in every transaction.
Your CPA chooses clients too. Here's how to be one they go to bat for.
From Lesson 8
For business owners who want more from their CPA
Be the client your CPA would do anything for.
Learn to show up prepared, ask better questions, and turn tax season into a real relationship with the CPA you already have.
Education, not tax advice. Built by Sam Miles, a CPA who only works for his friends.
Sam I Am
AI guide trained on Sam's teaching
Hey, I'm Sam I Am, an AI trained on Sam's teaching. I explain how Sam thinks; your CPA makes the call. What's on your mind?
Should my LLC elect S-corp status?
Here's how Sam looks at it: it comes down to your profit, a reasonable salary for you, and what payroll adds. Take these to your CPA:
- At my profit, does the math work?
- What's a reasonable salary for my role?
- What will payroll and filings cost me?
AI guide · Education, not advice · Don't share tax IDs or account numbers. How it works
Familiar. Understand. Know.
Most tax advice comes from people who are familiar with an idea. Sam teaches you to tell the difference, and to listen to the people who know.
Familiar
You've heard of it, maybe on Instagram. That's where most tax “hacks” live.
Understand
You can explain how it works, like knowing why planes fly without ever flying one.
Know
You've done it, many times. That's who you take advice from.
Three ways in. Pick your pace.
01
Learn on your own
Self-paced lessons and worksheets. Five to ten minutes a day, whenever it fits.
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02
Learn with Sam
The 8-week live course: weekly sessions, Q&A, and replays you can watch at half speed.
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03
Need more?
Get introduced to a vetted CPA, or book a review and strategy session with Sam's partners.
Free intro
The 8-week course
The CPA-Ready Owner
Every lesson ends the same way: these are Sam's opinions, not gospel. Take them to a CPA who cares about you.
WEEK 1
The first 20 minutes
How Sam reads any return.
WEEK 2
Look at yourself
See your business through that lens.
WEEK 3
Entity structure
Where it breaks, and what to ask.
WEEK 4
The Augusta Rule
Documented so it holds up.
WEEK 5
Hiring your kids & QBI
Basics every owner should know.
WEEK 6
Familiar vs. know
Who to take advice from.
WEEK 7
Your yearly touch points
The 7–8 calls to have with your CPA.
WEEK 8
Be a great client
And when to add a CFO.
Save my seat
Next cohort starts [DATE]
The tax return is the least valuable thing your CPA gives you. The relationship is the value.
Brain Bites
One idea. Two minutes. Always sourced.
Track net worth, not just income.
Make a million and spend a million, and you're still broke. The one number worth checking every month.
From Lesson 2
The Augusta Rule only works if you can prove it.
Rent your home to your business for 14 days or fewer a year and that rent can be tax-free to you. The paperwork is the whole game.
Source: IRC §280A(g)
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One Brain Bite a week. No bombardment.
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