My services
Tax Planning and consulting
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Lets sit down and discuss the type of business you want and the steps you need to take to make your dream a reality.
Tax Preparation
Preparing your taxes can be a daunting task but it does not have to be. If you have the right person on your team to explain the benefits staying current with filing and ensure you are meeting your tax obligation. This process can be pretty simple and provide some helpful information through the process. Let me help get this item off your todo list.
Bookkeeping services
Record keeping is a tedious but necessary thing that can help you reach your business goals or at the very least keep you in compliance with the federal, state, local compliance authorities. I can work on building your chart of accounts, balancing your books, and completing your reports.
Tax Resolution
Life happens. We get behind or forget to pay a bill or fill out a form and now you owe. Letβs work together to fix your federal and state tax issue and get you back in compliance.
Bookkeeping rates
Consultation
Available online or in person (local area only). These initial consultations typically span between 30 minutes and one hour, providing ample time to thoroughly explore your individual requirements, clearly define your financial objectives, and establish realistic expectations for our collaborative partnership.
60 mins | Free | Get started
Starter Clarity π±
Online. This "Starter Clarity" package is ideal for side hustlers, freelancers, and emerging creative entrepreneurs. We provide essential assistance in maintaining organization and managing minimal bookkeeping, typically consuming 5 hours or fewer per month. This plan includes basic federal tax return preparation, bookkeeping & reports, and one clarity consultation per year. It does not include supplementary add-on services or initial setup.
Monthly | $300 | Get started
Core Confidence πΏ
Online. This plan caters to expanding solo entrepreneurs with small teams, emphasizing organization and tailored bookkeeping, accommodating up to 10 hours per month. This package provides federal tax return preparation, bookkeeping & reports, quarterly tax consultations, quarterly strategy sessions, and routine email assistance. It excludes supplementary services or introductory setup.
Monthly | $450 | Get started
Premium Peace π¦
Online, this Premium Peace package is for multi-income creative individuals or LLCs that employ staff/contractors. These clients need intricate bookkeeping and accounting solutions, often exceeding 20 hours monthly. This comprehensive package provides complete federal and state tax return preparation assistance, meticulous bookkeeping services, detailed financial reporting, in-depth tax planning strategy sessions, regular quarterly strategy consultations via Voxer, and prioritized email support. Clients also receive access to exclusive bonus workshops and insightful reports. Please note that this package excludes supplementary add-on services and initial setup assistance, which can be arranged separately.
Monthly | $600+ | Get started
Optional Add-Ons:
Educational webinars: $50/session
Additional clarity or coaching calls: $100/hour
Mid-year financial review: $150 flat fee
Tax projection worksheets & guidance: $125
Catch-up bookkeeping (one-time cleanup): Priced per scope
Payroll setup and processing: Starting at $100/month
Audit representation: Custom pricing per case
Tax Resolution
Common Services:
Tax Return Filing β Back taxes, missed years, late filings
Offer in Compromise (OIC) β Settle tax debt for less than owed
Currently Not Collectible (CNC) β Temporarily pause IRS collections
Partial Pay Installment Agreements β Affordable monthly IRS payment plans
Release of Liens, Levies, or Garnishments β End enforced collection actions and reclaim peace
Passport Release Assistance β Resolve IRS-based passport restrictions
State Tax Resolution Support β Assistance with back taxes and penalties at the state level
Audit Representation β I speak directly with the IRS on your behalf
Catch-up Bookkeeping & Cleanups β Organize records for accurate filings
Payroll Compliance Issues β Resolve federal or state payroll-related tax concerns
π§πΎββοΈ These services are priced based on complexity, not hourly chaos.
β Book a consultation and Iβll review your situation, explain your options, and recommend the best next step β no pressure, no fear.