How It Works About Pricing Resources
Client Portal Free Guide

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.

Advisory Framework

Tax Advisory
Readiness Guide

8 pages  ·  PDF by email

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.

  • The real difference between a tax preparer and a tax advisor
  • A year-round planning calendar
  • Missed opportunities by situation: owner, rental, investor
Get the guide
Post-Tax Season

Missed the
April 15th Deadline?

6 pages  ·  PDF by email

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.

  • Failure-to-file vs. failure-to-pay penalties, explained plainly
  • First-time penalty abatement, and how to request it
  • State-specific notes for California filers (FTB)
Get the guide
Free Tool · Café Owners

Café Margin
Mini-Calculator

Excel / Google Sheets  ·  by email

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.

  • Cost any drink from its ingredients, instantly
  • Gross margin %, COGS %, and markup with a health check
  • A Menu Snapshot to see which drinks carry your menu
Get the calculator

"I'd rather put the framework in your hands early than have you piece it together after something goes wrong."

— Brandon Mondragon, Founder & Principal · Mondragon Tax & Advisory
Have a specific situation?

Let's look at
your numbers.

Book a free consultation. We'll talk through where you're at, and I'll tell you what I'd do in your position.