Aspiring and early-stage Wisconsin business owners
Entrepreneurship Goals: From Idea to Action
$350 total for a private group of up to 6 · $250 one-on-oneA complete start-up pathway covering idea validation, market research, business planning, Wisconsin registration questions, licenses and permits, EIN and tax setup, banking, bookkeeping, insurance, pricing, funding, contracts, marketing, cybersecurity, launch, and a 90-day action plan.
Register interest →Wisconsin adults preparing to purchase and sustain a home
Wisconsin Homeownership Readiness
$350 total for a private group of up to 6 · $250 one-on-oneBuild your credit, cash-to-close, document, professional-team, affordability, and first-year ownership plans. Educational readiness support; not lender approval or a replacement for any required approved homebuyer education.
Register interest →Working adults saving for emergencies, a car, vacation, or major purchases
Personal Savings Goals
$199 group · $449 one-on-oneCreate an emergency plan, prioritized sinking funds, automated payday contributions, setback strategies, and a practical 90-day savings routine.
Register interest →Adults organizing and preparing their own federal and Wisconsin returns
Individual Tax Preparation Basics
$199 group · $449 one-on-oneLearn document organization, filing-map basics, deductions and credits research, return review, secure filing, payment, and recordkeeping using current-year official instructions.
Register interest →Sole proprietors and small-business owners
Small Business Tax Preparation Basics
$299 group · $649 one-on-oneBuild an entity-and-filing map, bookkeeping and receipt system, estimated-tax routine, compliance question list, and year-end filing-readiness process.
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