Tax Analysis for Entrepreneurs

Description

Tax Analysis for Entrepreneurs is a step-by-step training that demystifies your business tax returns and shows you how lenders, investors, and underwriters really evaluate your numbers. Whether you’re preparing for an SBA loan, building a fundable business, or simply trying to understand where your money is going, this course gives you the tools to make smarter financial decisions.

You’ll learn how to break down Schedule C, partnerships, S-Corps, and LLC tax filings, uncover the true cash flow in your company, identify red flags, and prepare your business for growth-ready financing. No CPA background required — just a desire to understand your business like a bank does.

What You’ll Understand by the End:

• How lenders interpret your tax returns and calculate income, add-backs, and cash flow.

• How to spot inconsistencies or errors that could trigger denials or slow down financing.

• How to structure your tax strategy to improve fundability without crossing compliance lines.

• How to prepare documents that align with SBA, bank, and investor expectations.

• How to confidently speak about your financials to lenders, partners, and potential investors.

Perfect For Entrepreneurs Who:

• Want to qualify for SBA loans, business lines of credit, or term loans.

• Are restructuring after growth, a pivot, or a challenging financial year.

• Need to understand how profitability, deductions, and write-offs impact lending decisions.

• Want to stop relying solely on their tax preparer and start taking ownership of their numbers.

What’s Inside the Course:

• Breakdown of the most common business tax forms (Schedule C, 1065, 1120S, & more).

• Real examples of lender calculations, cash-flow adjustments, and tax-based underwriting.

• Templates and worksheets to help you map your numbers and prep for funding.

• Easy-to-follow lessons designed for non-accountants.

• Lifetime access to updates as lending standards evolve.