Practical guides and tools you can download and keep. Pick one below, enter your details, and the download will appear right on the page.
Teaching people how their numbers actually work has always been my favorite part of this job, so building a place to share what I know felt natural. I'll keep adding new guides and tools here throughout the year. If you'd like a heads-up when the next one lands, grab any resource below. That puts you on the list.
What to understand before you sit down with a tax advisor, and the questions worth bringing. Written for business owners, investors, and rental property owners who want to plan ahead.
Tax Advisory Readiness Guide
8 pages · Instant PDF download
You missed the deadline. Here's what happens next, what the IRS can and can't do, and the steps to take now to limit the penalties and get back on track.
Missed the April 15th Deadline?
6 pages · Instant PDF download
See what a single drink actually costs to make, and the margin you're really getting. Type in your ingredients and get the true cost, margin, and COGS of any drink in about five minutes.
Café Margin Mini-Calculator
Excel / Google Sheets · Instant download
I'd rather put the framework in your hands early than have you piece it together after something goes wrong.
Brandon Mondragon · Founder, Mondragon Tax & AdvisoryWe'll talk through where you're at, and I'll tell you what I'd do in your position. No pitch, no pressure. Anything sensitive goes through the secure portal once we're set up.