Ai Business Building Programs

Level 1: AI + Tax DIY Power-Up


(For Hands-On Hustlers Who Want Smart Tech and Solid Tax Compliance)

💡 $197 One-Time Fee

  • The AI Marketing Blueprint – Step-by-step integration of AI into your marketing

  • Essential Tools & Templates – Pre-built AI prompts, workflows, and marketing assets that work immediately.

  • Essential Tools & Templates – AI prompts, workflows, and assets that work immediately

  • Smart Automation Strategies – Cut work time with AI systems

  • Custom GPTs For Self Employed Individuals – Get quick answers to your most pressing issues

  • Basic TaxGuard365™ Toolkit –

    "Top 10 Tax Deductions for Solopreneurs” PDF

    Business entity structure cheat sheet

    Quarterly tax prep checklist

  • Basic Support Access

 🎯 Ideal For: Solopreneurs wanting to test-drive AI and make smarter tax decisions from the start.

Level 2: AI-Assisted Growth + Tax Guard Pro

(For the Growing Business Ready to Optimize, Automate, and Stay IRS-Proof)

💡 $497/month

Everything in Level 1, PLUS:

  • Personalized AI Implementation Plan

  • Bi-Weekly Coaching Calls


  • Priority Support

  • AI-Driven Prospecting & Nurturing

  • TaxGuard365™ Growth Plan:

    • Quarterly strategy sessions

    • Real-time tax monitoring tools

    • Audit risk alerts

    • Prior year tax review and red-flag analysis

    • Custom deductions matrix tailored to your business type


🔥 Perfect For: Self-employed professionals scaling their business and ready to use tax laws to their advantage.

Level 3: AI Domination + TaxGuard365™ Elite + CPA Advisory

(For Entrepreneurs Who Want Hands-Free Marketing

and a Personal CFO Team on Call)

💡 $997/month

  • Includes Everything from Levels 1 & 2, PLUS:


    🚀 AI Business Growth Engine


    • Advanced AI Tools Suite – Proprietary systems to dominate your niche

    • Full AI-Managed Campaign Execution – AI writes, runs, and optimizes your marketing

    • VIP Strategy Sessions – Private scale-up consults with AI marketing experts

      🛡️ TaxGuard365™ Elite Defense System

      ✔ Complete IRS Audit Protection – We handle all correspondence and representation

      ✔ Real-Time Tax Strategy – Optimize decisions before they cost you

      ✔ Prior-Year Review – Discover missed deductions, red flags, and risks

      ✔ Business Structure Optimization – Entity setup for max protection and tax savings

      ✔ Unlimited Access to Tax Experts – Ask anything, any time

      ✔ Tax Planning Dashboard – Know your numbers, avoid surprises



    📊 NEW: Year-Round CPA Tax Advisory Services


    ✔ Quarterly Financial Statement Reviews
    – Know where you stand with real-time profit & loss, cash flow, and balance sheet insights

    – Get actionable insights to cut costs, boost profit, and avoid cash crunches


    ✔ Integrated Financial Planning

    – Align tax strategy with financial goals

    – Stay investor/lender-ready with accurate books year-round

    ✔ Compliance & Risk Monitoring

    – Ongoing review of filings, payroll, and deductions

    – Prevent issues before they arise


💰 Best For: Business owners ready to scale fast, automate everything, and eliminate blind spots in marketing and financial strategy. You don’t just grow—you grow protected.

Book Your AI + Tax Breakthrough Session www.timewithjoe.com

🧲 Why This Upgrade Matters


By combining AI-driven automation with real-time tax strategy, you're positioning your brand as more than a coach—you’re a business performance partner. Clients now get growth and protection, innovation and peace of mind.


This speaks directly to your primary avatars like Tech-Savvy Sarah and Organized Oliver, who crave proactive solutions, financial clarity, and smart delegation.

🧩 Additional Recommendations

  1. Lead Magnet Update: Offer a dual-purpose download such as: “AI + Tax Domination Toolkit: Automate Growth & Maximize Deductions” Includes AI prompt templates + top 20 tax tips for self-employed pros.

  2. Email Funnel Add-On (for all tiers): Include tax-focused emails within your AI coaching funnel—especially highlighting audit prevention, stress reduction, and wealth creation benefits.

  3. New Funnel Call-To-Action: Replace “Book a Strategy Call” with “Book Your AI + Tax Breakthrough Session” This elevates perceived value and sets up your TaxGuard365™ offer as an integral benefit—not an upsell.

Ai Business Building Programs

Level 1: AI DIY Power-Up


(For the Hands-On Hustler

Ready to Get AI-Optimized)

💡 $197 One-Time Fee

  • The AI Marketing Blueprint – A step-by-step system to integrate AI into your marketing without hiring a tech team.

  • Essential Tools & Templates – Pre-built AI prompts, workflows, and marketing assets that work immediately.

  • Smart Automation Strategies – Learn how to make AI work for you, turning hours of work into minutes.

  • Basic Support – Get guidance to launch your AI marketing without the guesswork.

🚀 Perfect for solopreneurs and startups looking to test AI’s power before going all-in.

Level 2: AI-Assisted Growth

(For the Business Owner Who Wants Faster, Smarter and More Profitable Marketing.)

💡 $497/month

  • Everything in Level 1 +

  • Personalized AI Implementation Plan – A tailored strategy so you know exactly where to focus for the highest ROI.

  • Bi-Weekly Coaching Calls – Real-time insights, strategy tweaks, and direct feedback from AI marketing experts.

  • Priority Support – Get the help you need before problems slow you down.

  • AI-Driven Prospecting & Nurturing – AI-generated, hyper-personalized outreach to convert leads faster.


🔥 Ideal for small business owners who need AI to not just automate—but actually accelerate—growth.

Level 3: AI-Powered Domination

(For Those Who Want the AI Revolution Done FOR Them.)

💡 $997/month

  • Everything in Level 2 +

  • Advanced AI Tools Suite – Proprietary AI tools designed to dominate your niche.

  • AI Optimization – Real-time data-driven tweaks to boost conversions.

  • Full AI-Managed Marketing Execution – AI writes, optimizes, and executes campaigns so you don’t have to.

  • VIP Strategy Sessions – Private calls with top AI marketing strategists to scale smarter, not harder.


💰 Best for business owners ready to crush their competition with an AI-powered, hands-off marketing machine.