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TAX & CREDIT LAB

57 members • Free

Royale Business Academy

69.6k members • Free

24 contributions to TAX & CREDIT LAB
🚨 CREDIT TRAINING ANNOUNCEMENT 🚨
Big news for the community! Our Credit Repair Training Class officially starts April 10th 🎉 If you’re serious about improving your credit, learning how credit works, and building a stronger financial future — this training is for you. Inside the training we’ll cover: ✅ How credit scores actually work. ✅ How to identify and dispute errors on your credit report. ✅ Strategies to improve your credit score. ✅ How to lower your credit utilization. ✅ Building healthy credit habits for long‑term success. This training is designed to help you take control of your credit step by step.
🚨 CREDIT TRAINING ANNOUNCEMENT 🚨
1 like • Mar 6
I’m all in!
0 likes • Mar 7
@Doyin Morgan done
🎉✨ TOP PERFORMERS OF THE WEEK ✨🎉
This week we’re celebrating TWO absolute rockstars — Terri Boutte and Catrina Pelzer! 👏🔥 Your dedication, consistency, and drive continue to raise the bar and inspire everyone around you. The results speak for themselves — excellence in action! 💼💪 Thank you for showing up, pushing limits, and leading by example. We are so proud of you both! 💙 Drop some 👏👏👏 in the comments to help us celebrate Terri & Catrina! #TopPerformer #TeamExcellence #Leadership #WinningMindset #CelebrateSuccess
🎉✨ TOP PERFORMERS OF THE WEEK ✨🎉
2 likes • Feb 22
@Douglas Bell thank you
💰 Tax Season Post – “Stop Leaving Money on the Table”
Tax Season Is Here — Are You Leaving Money on the Table? 😳 It’s that time of year again… the IRS isn’t waiting, and neither should you. Most people think tax season is just about getting a refund. Here’s the reality: ❌ Filing last minute = missed deductions ❌ Overpaying = giving the IRS an interest-free loan ❌ Poor structure = less business funding approval ❌ No plan = more stress Smart business owners and freelancers know: ✔️ Proper deductions save thousands ✔️ Strategic business structure reduces taxes ✔️ Tax planning = better funding opportunities Question: Are you ready or just reacting this tax season? Comment below with: A) I’m ready ✅ B) I’m stressed 😩 C) I haven’t started yet 🛑 I’ll share a tax checklist for your business to make sure you’re maximizing every deduction and funding opportunity this year.
1 like • Feb 11
I’m ready
Tax Resolution
Tax Resolution this week 🔥🔥🔥 Our Skool Community is on 🔥🔥 Who wants to tap into Tax Resolution????? Join our Free Class this Thursday, we’re teaching you how to complete an offer and compromise. We leave no money on the table in the Taxpreneaur Academy 🤏🏾 Full deets here: https://www.skool.com/taxpreneuracademy/calendar?eid=1cfd7c86a366435db6fb14812208e012
0 likes • Feb 3
I do
The proper way to write notes
They’re checking your due diligence process. That means they’re looking at: 🔹 What questions you asked 🔹 What notes you took 🔹 What documents you relied on 🔹 How long you kept those records And if your file doesn’t clearly show all that? You’re at risk. You need to show: ✅ You asked the right questions ✅ You documented their answers ✅ You made “reasonable inquiries” ✅ You retained those records for 3 years Here's how your file should answer this question: "Would this make sense to an IRS examiner who doesn’t know my client at all?" If not… you didn’t write enough. Real talk: 📝 “Single mom, 2 kids” = weak 📝 “Separated March 2024, lease & 2 utilities in her name, kids attend school at same address” = strong What the IRS expects to see (yes, expects): 🔸 Form 8867 (completed properly) 🔸 Intake form with clear answers 🔸 Strong, specific interview notes 🔸 List of documents used for each credit (if applicable) 🔸 Any red flags explained — in writing Simple changes to protect yourself starting TODAY: 📌 Create a checklist for each file 📌 Take 2–3 extra minutes to write full-sentence notes 📌 Add context for separated parents, Schedule C filers, and HOH claims 📌 Keep your files organized (digital or paper) and retrievable for 3 years
The proper way to write notes
0 likes • Jan 21
Thank you!
1-10 of 24
Catrina Pelzer
2
3points to level up
@catrina-pelzer-9054
I’m a Certified Medical Assistant looking for more income.

Active 61d ago
Joined Oct 17, 2025
Killeen TX
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