Tax-Clear & Tax-Ready
Helping self-employed professionals build tax clarity and readiness through customized systems integrated with tax planning
Keeping Up With Taxes Can Feel Like a Constant Burden
When taxes and financial tracking start feeling unclear or difficult to maintain, it quietly costs you time, energy, money, and peace of mind throughout the year.
You may find yourself:
• Overpaying taxes and tightening your cash flow — or getting hit with surprise tax bills, penalties, and last-minute financial stress
• Operating with ongoing uncertainty around deductions, bookkeeping, and whether everything is being handled correctly with the IRS
• Falling behind on expense tracking and financial records because the process never feels easy enough to stay on top of
• Struggling to clearly see how much you can safely spend, save, or reinvest
• Missing tax planning opportunities as business and income continue to evolve
The Foundation Session
For early-stage self-employed professionals and rental property owners who want to get set up correctly from the beginning.
This 60-minute session helps you understand the foundational pieces of running a business from a tax and financial perspective, so you can avoid common mistakes and move forward with more clarity.
• Entity structure considerations (e.g., LLC, sole proprietorship) and EIN setup
• Business expense deductions — what is generally deductible and how to plan around it
• Core tax responsibilities (income tax, self-employment tax, estimated payments, potential sales tax)
• Financial setup — separating business and personal activity (banking, payment flows)
• Recordkeeping essentials — what to track and how to stay organized from the start
• Rental property tax framework — deductions, depreciation, common tax elections, and planning opportunities
What we may cover:
Foundation session investment: $190
Financial Setup Session
A customized financial tracking setup designed for service-based professionals and rental property owners who want clear cash flow visibility, easy maintenance, and systems built to better support tax readiness throughout the year.
Before the session, I’ll help set up and customize tools like Monarch Money based on your business activity, cash flow patterns, and tax-related categorization needs. During our session, we’ll review the setup together so you not only have a clear system in place, but also understand how to maintain it moving forward.
What you’ll receive:
• A customized financial tracking setup with automation designed to make ongoing maintenance easy
• Clear monthly and quarterly visibility into your business expense and net income
• Step-by-step implementation guidance so you can confidently maintain the system moving forward
• Clean and organized financial records that help you stay ready for tax season and reduce year-end stress
Financial setup investment: $290
Tax Clarity Session
This session focuses on tax planning across your broader financial picture — taking into consideration business income, other income sources, family situation, credits, and overall financial situation. You’ll receive a strategy recommendation memo along with customized quarterly tax projections to support your ongoing financial and business decisions.
What you’ll receive from this session:
• A detailed review of your recent tax return(s), identifying potential errors, missed opportunities, and areas for improvement
• A personalized tax strategy memo with clear, tailored recommendations and next action steps
• Customized quarterly estimated tax projections under different income scenarios
This session is especially helpful for:
• Self-employed professionals looking for more structure and clarity around taxes and estimated payments
• Rental property owners seeking clarity on the tax implications of their investments
• Small business owners exploring tax strategies such as an S-corporation election or tax-advantaged retirement plans
Tax clarity session investment: $490
3-Month Support Program
For clients who want additional support while implementing and maintaining their financial tracking and tax systems over time. Knowing what to do is one thing — executing it consistently is another. This program is designed for clients who want more support, accountability, and hands-on guidance.
This program includes the Foundation, Financial Setup and Tax Clarity sessions plus:
• Direct email support from me for 3 months while implementing and maintaining your tax-ready system
• One additional 60-minute Q&A session
3-Month Support Program investment: one-time payment of $1,490 or 3 monthly payments of $590
Meet Sue Yuan
I help bring clarity and structure to people’s finances through a practical, integrated approach to taxes and financial systems.
Earlier in my career, I worked as an actuarial analyst. Today, my work focuses on helping self-employed professionals and rental property owners with integrated tax planning and customized system implementation. As an Enrolled Agent (EA), I am a federally licensed tax professional authorized to represent taxpayers before the IRS.
My background in statistics and philosophy at Mount Holyoke College shapes how I approach problems—facing reality directly and seeking fundamental solutions. I help clients become tax-clear and tax-ready with as little time, complexity, and ongoing maintenance as possible.
Client Reviews
“Sue helped me understand the tax implications of both selling and renting out my apartment, which gave me much more flexibility and peace of mind in making the decision.”
— Rental property owner, the foundation session client
“Sue identified issues in prior tax filings and helped create a strategy that would work best for both my business and personal situation.
— Self-employed professional, tax clarity session client
Book a Consultation
If you’re looking for more clarity and less stress around taxes, bookkeeping, and financial tracking, we can start with a
free 15-minute consultation.
This conversation allows us to briefly discuss your situation and see whether my service would be a good fit.