AUNTIE & SAGE
Episode 1 – Nosey Lil’ Sage – Where It All Started
Episode 2 – Before TMG²… Sage Had a Side Hustle
Sage spent years on the branch listening to Uncle Sam, but listening did not pay the bills. So somewhere along the way, Nosey Lil’ Sage built herself a little side hustle. Nothing fancy. No storefront....
Episode 3 – When Sage Met Auntie
Episode 4 – Auntie Finds the Cash Box
Remember that little side hustle Sage had running from the tree? Auntie finally found the cash box. Auntie looked at the box. Then at Sage. Then back at the box. Auntie: “Sage… is that a...
Episode 5 – Sage Gets Her Tax Bill
Episode 6 – Sage Needs Tax Resolution… and a Tax Plan
Sage knew she had a tax problem. What she did not know was which solution applied to her. That distinction matters. Tax Resolution is not a menu where every taxpayer simply picks the option that...
Episode 7 – Getting Sage Into Compliance – ‘COVID.’
Sage came to Auntie thinking the assignment was simple: figure out the tax bill and choose a resolution. Then Auntie asked one question. Auntie: “Sage… when was the last time you filed a tax return?”...
Episode 8 – What Does Uncle Sam Already Know?
Sage came prepared. She had receipts. She had notebooks. She had cash-box records. She was ready for Auntie to start preparing returns. Auntie was not. Auntie: “Before I start preparing anything, I need to see...
Episode 9 – Uncle Sam Brought Receipts
Sage came into this meeting feeling a little too comfortable. She had her TMG² Tax Tea bottle. She had her glasses. She had already admitted she had not filed since 2019. And yes, she was...
