Why Did Your Refund Change?
A live virtual workshop on W-4s and withholding
Your refund didn’t just “randomly” change.
Your tax refund is directly connected to what happened in your paycheck throughout the year—and your W-4 plays a much bigger role than most people realize.
In this live virtual workshop, I’m breaking down withholding in plain English so you can understand what’s actually happening with your money before tax season gets here.
Live Virtual Workshop
Date: Tuesday, October 20, 2026
Time: 6:00pm - 7:15pm CT
Location: Live Via Zoom (details sent via email once you register)
Investment: $39
This Workshop Is for You If...
Your refund changed unexpectedly
You got a different result than you expected and aren't sure why.
You’re unsure about your W-4
You filled it out, but you’re not confident your withholding is set up correctly.
You owed when you expected a refund
Tax season brought a surprise you’d rather not repeat.
Your household income is more complicated
You have multiple jobs, a working spouse, dependents, or changes in income.
You want fewer tax-season surprises
You want to understand what’s happening throughout the year—not wait until you file.
This workshop is designed for W-2 employees.
We’ll focus on Form W-4, paycheck withholding, dependents, multiple jobs, and understanding how those pieces can affect your tax return. Self-employment and business income are not covered in this workshop.
Replay Access
Registered attendees will receive access to the workshop replay after the live session.
Have questions about your specific situation?
General questions are welcome during the workshop. Questions requiring a review of your personal W-4, paystub, or tax situation are reserved for VIP and individual review services.
For educational purposes only. This workshop does not constitute individualized tax advice.
WANT PERSONALIZED GUIDANCE?
Upgrade to VIP
Take what you learn in the workshop one step further with individualized guidance based on your personal tax situation.
PERSONAL W-4 REVIEW
30-minute one-on-one review of your current W-4 and withholding setup.
INDIVIDUAL WITHHOLDING RECOMMENDATIONS
Get customized withholding recommendations based on your specific situation.
PRIORITY Q&A
Ask your specific questions and get direct guidance.
PERSONALIZED RECOMMENDATION SUMMARY
Receive a written recommendation summary after the workshop.
ONLY 5 VIP SPOTS AVAILABLE
$179
TOTAL
Includes your $39 workshop access.
Add VIP at checkout when you reserve your seat.
