Tax University
Five Stages of Tax Maturity
Most business owners do not overpay because they lack a clever strategy. They overpay because the basics were never put in place. Tax University is the path I walk my clients through, from the day they form their business to the point where taxes become a tool for building wealth.
A free business tax education, in the right order
A business with the wrong setup, mixed bank accounts and books done once a year cannot use most of the planning tools the tax code offers. Each stage of Tax University builds on the one before it, so you fix the foundation first and the savings follow.
The goal is to make you an informed owner, not your own tax preparer. You will understand what each strategy is, when it applies and what mistakes to avoid, so you can make better decisions and ask better questions.
- 1Start Simple. Set up the business correctly from day one.
- 2Tax Foundation. Build the books, systems and pay structure that planning depends on.
- 3Basic Tax Planning. Use the everyday deductions and plans available to every small business.
- 4Tax Optimization. Coordinate entities, retirement plans, timing and credits.
- 5Tax Leverage. Turn tax efficiency into lasting wealth and protect it.
- !Avoid. Recognize the promoted schemes that cost owners far more than they save.
Find your starting point
A short self-assessment shows which stage fits your business today, so you work on what matters now.
Plain explanations
Each topic covers the concept, the main rules and the most common mistakes, without the jargon.
Checklists for every stage
Track your progress and bring a clear list of questions to your next conversation with your CPA.
2026 numbers in one place
Appendices with the key 2026 limits and rates, the tax deadlines you need to know and a glossary.
Prepared by Daniel Rodriguez, CPA. Florida CPA and principal of MDR Consulting CPA, serving small businesses in English and Spanish.
The Curriculum at a Glance
Each stage contains seven topics. Work through them in order, and keep the warning section in mind at every stage.
Get Tax University free, right now
Fill in the short form and your download starts immediately. No waiting for an email.
- ✓The full 48-page PDF guide
- ✓Self-assessment to find your stage
- ✓Checklists for all five stages
- ✓2026 key numbers, deadlines and glossary