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Get An Expert-Designed Tax Strategy for Your Business

Essential

Your high income and investment potential requires concierge tax services that can quickly adapt when opportunities arise.

Income Requirement

$100,000 / year

EXECUTIVE

You’re running your business while embracing a more complex investment strategy.

Income Requirement

$100,000 / year

VIP

You own a small-to-medium sized business. Your #1 priority is lowering your tax bill.

Income Requirement

$100,000 / year

ESSENTIAL PACKAGE

As a successful coach, consultant, or service-based entrepreneur you’re helping your clients reach their goals while bringing in a great income for yourself.

The downside?

You simply don’t have a lot of expenses to write-off.

And because your income potential is still growing, you’re not comfortable investing large amounts of money in retirement accounts, real estate, or other forms of investments.

My goal for you is to minimize your tax liability by finding every available qualifying deduction and credit so you can be sure you’re paying what you owe to the IRS – but no more.

EXECUTIVE PACKAGE

You’re earning a great income, but you need to upgrade your tax strategy to keep those dollars in your life and business.

You have the cash for non-traditional starter investments like residential real estate, but you know you require a more nuanced tax strategy.

It’s time to bring on a pro.

My goal for you is to reinvest your business income into legal investment vehicles that lower your taxable income.

The result is a company with the breathing room to keep growing and more money in your pocket at the end of the year.

VIP PACKAGE

You’re earning a great income, but you need to upgrade your tax strategy to keep those dollars in your life and business.

You have the cash for non-traditional starter investments like residential real estate, but you know you require a more nuanced tax strategy.

It’s time to bring on a pro.

My goal for you is to reinvest your business income into legal investment vehicles that lower your taxable income.

The result is a company with the breathing room to keep growing and more money in your pocket at the end of the year.

Frequently Asked Questions

Are you currently taking new clients?

Yes! If you’re interested in working with me, please view my Services & Pricing Guide to choose the
best option for your business and tax needs.

What does it cost to work with you?

The minimum monthly cost to work with me is $500 per month which is the starting rate for my Essential Package. I offer three different packages, each at a different monthly price rate based on what you will receive. You can learn more about each package here.

Do I need to live in a specific state to work with you?

Not at all! I work with clients all across the U.S. and will file your state and federal taxes, no matter what state you live in.

May I request to receive my tax documents through the U.S. postal service?

I do not offer physical copies of any documents because of the many benefits of the electronic
portal I offer to all of my clients. The secured and safe portal is easy to use and keeps all
documents organized. It’s very easy to review any document and electronically sign as needed!

I’m ready to work with you! What’s the first step to seeing if I’m a qualified client?

I’m excited to hear from you! First, please view my Services & Pricing Guide to find the package that best fits your business and tax needs. I will reach out to you if you qualify to schedule a consultation
call.

Ready to take taxes off your to do list

And Maximize your Business Revenue?

Check out our Service Guide to find out which monthly service is the right fit for your business. You’ll then be able to apply to work with me directly from the guide.