How do you feel?
If you feel like me in this picture, don’t read any further, just jump down to my tiered services, and get started.
I am on a mission to make a difference in your life. I believe that everyone should have access to tax guidance all year-round.
I am a trusted advisor and tax partner guiding you through the most efficient way to pay taxes, how to save on taxes, and plan accordingly for your business and personal wealth growth. You feel that. You feel calm, inspired, happy, and ready to expand further. You are empowered!
Browse our comprehensive
Business Tax Solutions
You deserve to have a tax partner. We offer a concierge service of holistic tax planning that guides you throughout the year without the icky feeling and discomfort. As we work together, we will be able to guide you into true empowerment which will only propel you further into success.
Core
You are working your way to six-figures! Almost there and ready to take on the world.
- Tax preparation
- Tax deadline reminders
- Email support
- Quarterly estimate review and analysis
- Year-end meeting
(only for Sch C Filers)
Elevated
Perfect for the entrepreneur that has a stable business and is ready to streamline the tax planning process.
- Tax preparation (personal and business)
- Tax deadline reminders
- Email and Voxer support
- Quarterly estimate review, and/or reasonable compensation analysis
- 30-min quarterly meeting
- Year-end meeting
(for Sch C or S Corp Filers)
Refined
This is for the high-multi six-figure earner and seven-figure earner.
- Tax preparation (personal and business)
- Tax deadline reminders
- Email and Voxer support
- Quarterly estimate review, and/or reasonable compensation analysis
- Regular tax strategy review and analysis
- 30-min monthlyreview meetings
- 1-hour quarterly review meetings and year-end meeting
- Retirement review and analysis
- Net worth analysis and review
- High-touch and dedicated support
(Established Business Entity)
Schedule your 1:1 Consultation today!
Additional Business Tax SOlutions
– 1:1 Tax Intensives
– Bookkeeping
Provided on an a la carte basis
Imagine
Empowered Decisions
Access to knowledgeable support
Concierge Service
Proactive Planning & Guidance
Grab my free
Quick Reference Guide
Do you think you might be missing some tax deductions? Grab my Quick Reference Guide that will bring clarity and support to your business!
WHAT I DO
Working with me is a commitment because for me to do an aligned service, you must take an empowered role in your business. I know you want to because you are dedicated to success and know that you are on the right path.
You have embodied that CEO role. The next step is bringing on the trusted advisor and tax partner to guide you through the most efficient way to pay taxes, how to save on taxes, and plan accordingly for your business and personal wealth growth.
Our Accreditations
We're proud to be a part of these esteemed communities!
