YEAR OF GUIDANCE
A GUIDED YEAR through your taxes with a tax pro at your side.
Live sessions, monthly check-ins, co-working, and every deadline on a calendar.
what you’ll get
live sessions + recordings
Understand your money and taxes, from the best tax teacher out there. Ask questions, meet friends, feel better about being human.
+Get a copy of the recording for future reference.
monthly Co-working SessionS
90 minutes, bring money tasks that you're resisting.
These sessions provide a structured space to get the money tasks done that you know you need to, like categorizing expenses, recording income, paying sales tax, and getting ready for your next estimated quarterly tax payment.
Estimated Quarterly Tax workshops
Before the deadline every quarter, a monthly money check in, and a valuable calendar that walks you through every tax and money deadline so you never miss one.
Learn how to calculate and submit their estimated tax payments with guidance before each IRS quarterly tax deadline.
Tax Nudge Calendar
Gets you the right reminder at the right time. Add to your existing Google calendar so you never miss a deadline again.
Your Money Month Emails + Tax law updates
Monthly check-in emails to keep you accountable and informed about tax law changes that affect self-employed business owners. You’ll also receive timely reminders about upcoming deadlines, what you need to prepare, and anything important to watch out for.
ABOUT YOUR INSTRUCTOR
I'm Hannah. Tax pro, working artist for 20 years, and small business owner on a mission.
why i created this
Everything good in my career came from my community. I started Sunlight Tax to give back to the community, doing the empathy work and problem-solving our culture needs.
The Problem I Solve
Creative and mission-first people forge connections, bridge divides, and help us envision a better world. But when they stop making work, it's usually for financial reasons.
The challenge: When you’re self-employed, you need to track income, pay quarterly taxes, and save for retirement — with no HR department to help.
I’m an Enrolled Agent, (a tax expert), a speaker, and an author of the book, Taxes for Humans. And of course, I'm an artist and small business owner. And these are some of the press and organizations that have featured me:
introducing
Money Bootcamp
Your tax year, structured. Your money systems, set up. And someone in your corner the whole time.
03 WHY IT WORKS
Most people buy online courses and never finish — not because they're lazy, but because life gets busy and there's no one saying "hey, this is the thing to do right now." Money Bootcamp fixes that. A calendar tells you what to handle and when. Live sessions before every quarterly deadline mean you show up, calculate, and leave with your taxes paid. Monthly coworking helps you get the work done, without feeling alone.
02 WHAT IT DOES
Gets your tax life handled. First: bookkeeping, quarterly tax payments, the stuff that keeps you up at night. Then, it shows you how to use tax-smart accounts, and start investing, to build funds for the future. The money that gives you freedom. Time off. Better equipment. Power to say no to draining work.
01 WHAT IT IS
A year-long tax and money system for self-employed people. Not a course you binge, but a structure that runs alongside your actual business year, with live support so you actually use it.
04 THINK OF IT THIS WAY
It's a road trip. You're driving. It's your business, your money. But I'm in the passenger seat with the map, and there are friends in the back. At every tax deadline I tap you on the shoulder and say "this is your exit — let's pull over and get this thing done."
Pricing
invest in your financial future
A year-long tax and money system for self-employed people, with live support to make sure you actually use it. Less roadmap, more roadtrip.
WHAT’S INCLUDED:
Kickoff Coworking Session — live, day one setup
3 Bookkeeping Club coworking sessions with peers
Live Quarterly Tax Workshop before every deadline
Tax Nudge Calendar synced to your phone
Full reference library: videos, outlines, quizzes
Lifetime access to library, calendar & spreadsheet
2 live foundation workshops (Months 1-3)
Bookkeeping training (custom spreadsheet included)
Funds For the Future: investing & tax-smart accounts
Monthly check-ins + tax law updates for 1 year
Half-price 1:1 expert calls when needed
Community: coworking, gatherings, annual retreat
YOUR INVESTMENT
one payment of
$1,597
Save $194
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3 payments of
$597/month
Total: $1,791
THE Money Bootcamp Promise:
Do the work, and you will:
Set up your tax and money systems and grow your “funds for the future.”
Specifically, when you do the work,
I promise that you will:
Set up a simple receipt and tax document system
Master bookkeeping that works with any system (custom spreadsheet included)
Calculate and pay quarterly taxes based on your actual profit
Find “hidden money” through year-end tax planning
What self-employed people are saying about Money Bootcamp:
"I'm saving regularly for retirement and personal/family goals. We've set up a Robo investment acccount and are stashing away money regularly. That was something that I had been wanting to do for years. It felt like Hannah explained how that could happen." - Rona Chang, Otto Fin
you also get these bonuses:
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Money Bootcamp gives you the system and the knowledge to handle your tax life with confidence. The live workshops cover the educational foundations, the coworking sessions give you time to actually do the work, and the calendar keeps you on track all year.
For questions specific to your individual tax situation, you can book a 1:1 call with a Sunlight Tax expert inside the program. As a Bootcamp member, you get these at half the public price ($100 for a 30-minute session). Book as many as you need — some people never need one, some like having an expert in their corner for tricky situations or personalized guidance. You’ve got the option either way.
You may or may not know that accountants charge between $150-$400+ per hour. At Sunlight Tax, we’re accountants, and while we try to keep our rates accessible ($200 per session if you’re curious), we still have to charge for one on one time. But sometimes, you just need someone’s eyes on your specific situation. You’ve got two options with us. If you’re in Basic Training, and you need to talk to someone about your tax situation, you can book a 30 minute one-on-one call with a Sunlight Tax expert for an additional fee ($100), using the link we provide inside the program. If you need more, you can book additional one-on-one calls as you go, for $100 each. This is a valuable resource that you have access to inside the program. And for the record, we charge double to people not in our program.
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The guided container is for a year, to guide you through a full tax-year cycle, and all the pitstops along the way (sending out your 1099s, meeting all 4 of the quarterly tax deadlines, year-end planning, etc). That’s by design. Most of the real work happens in four focused windows around your quarterly tax deadlines, and I’m live with you for each one. In between, the calendar handles the thinking. You follow the prompts, show up to coworking when you can, and build the habits you need, with space to work and a guide. By the end of your first full year, you’ll have made all four quarterly payments on time, filed your tax return understanding what’s on it, built a tax system you can repeat every year without starting from scratch, and started building your freedom fund with tax-smart accounts and investing.
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Spouses can join for FREE. Why? Because I believe that spouses who share income should both be on the same page about it. It’s my personal ethics when it comes to joint finances. So married creatives basically get a 2-for-1 deal.
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Yes. It’s called No Fear Taxes. It’s included in Bootcamp, but you can get it on its own. It’s a good way to try Hannah’s teaching style and a great system in itself. Although it is included with your purchase of Money Bootcamp, we will not refund the cost of it if you decide later to join Money Bootcamp. And yes, it’s part of what makes Bootcamp an amazing value.
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That’s fine. Bootcamp includes a QuickBooks Self-Employed tutorial for those who need more than a simple spreadsheet. You need software if you want to run reports, run payroll or track Cost of Goods Sold (COGS) [FYI, independent artists writers and performers are not required to do this, or run payroll.]
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Sorry. We are not taking any new tax clients at this time.
We built Money Bootcamp as an affordable way to provide holistic guidance to these folks while treating (and paying) our employees ethically. Our program is designed to enable us to deliver incredibly tailored tax and financial information to independent creative people who never thought they’d be able to get a financial education that fit them. It’s an incredible deal for the kind of information you’re getting, and a value far beyond the investment. If you do the work, it’s likely you will find additional savings in your life, set up systems that save you time and money, and start building your wealth through investing. For tangible details, watch the video on this page: How to get $1.8 Million from Money Bootcamp. (Note that the video references some discontinued services, but the core content remains the same)
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We’ve got you. We know it can really help to ask about your individual tax situation, and that’s why inside Money Bootcamp, there is a link to book a 1:1 call with a Sunlight Tax expert, for an additional fee. Tax advice is serious, and we take our professional responsibility seriously. For this reason, we like to be focused when we’re doing it, and we like you to be focused, too. We restrict our answering of tax questions to designated 30 minute coaching session(s). You can book as many one-on-one coaching calls as you like - so if you are fine on your own, no worries, and if you realize that you’ve got access to tax experts that really get your situation, and you want to book a call anytime you’ve got a tax situation to talk through, we’ve got you. But we don’t take random questions, and we don’t do our expert one-on-one work for free (and we hope you don’t, either, of course). We offer paid 1:1 calls to the general public at twice the price that we offer it to Money Bootcamp folks.
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I have resources to point you to, but I don’t file sales tax returns, or teach in depth about sales tax. Sales tax is a local-based tax, with about 10,000 different US jurisdictions, and given Bootcamp members in almost 50 states, I can’t reasonably keep current on the rules in every one. Bootcamp does not include other local tax filings like franchise taxes. Bootcamp does point you to good resources on sales tax, so you know where to look things up.
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This isn’t a course you finish, it’s a system you follow. There’s no stack of videos to get through before it “works.” The calendar tells you what’s relevant right now, the live sessions keep you on track, and the coworking gives you time to do the work. If you fall behind, the next quarterly session brings you right back in. The people who get the best results aren’t the ones with the most discipline. They’re the ones who had someone next to them while they did it.