Services

Whether you’re just starting up or you’re consistently earning multiple 6-figures, we offer options to support you at every phase your business

You’re a new coach or consultant and have recently launched your business.

You’re a coach or consultant on track to earn your first 6-figures.

You’re a coach or consultant managing a multiple 6-figure business.

The Startup

Starting at $1,200/year*

  • Income Tax Preparation (business and personal)
  • Tax Deadline Reminders
  • Members-Only Facebook Group
  • Email and Phone Support

You’re a new coach or consultant and have recently launched your business.

*Payment plan available

The Entrepreneur

Starting at $2,400/year*

  • Income Tax Preparation (business and personal)
  • Tax Deadline Reminders
  • Members-Only Facebook Group
  • Email and Phone Support
  • Quarterly Estimated Tax Projections
  • Tax and Financial Systems Intensive

You’re a coach or consultant on track to earn your first 6-figures.

*Payment plan available

The CEO

Starting at $12,000/year*

  • Income Tax Preparation (business and personal)
  • Tax Deadline Reminders
  • Members-Only Facebook Group
  • Email and Phone Support
  • Quarterly Estimated Tax Projections
  • Tax and Financial Systems Intensive
  • Financial Strategy
  • Tax Strategy

You’re a coach or consultant managing a multiple 6-figure business.

*Payment plan available

Package Perks

Depending on what package you choose, you will recieve an array of perks from working with me.

Income Tax Preparation

Our team is committed to keeping up with all the latest changes to the tax laws. Rest assured your personal and business income tax returns are prepared accurately.

Quarterly Estimated Tax Projections

Our team will take the guesswork out calculating your estimated tax payments. We’ll assist you every quarter by analyzing your books and records to project your current-year earnings and provide you with an amount to pay for your estimated tax payments.

Tax Deadline Reminders

End the hassle of remembering all your tax compliance due dates. Our team will send email reminders of your upcoming tax deadlines to keep you on track throughout the year.

Members-Only Facebook Group

Our private members-only Facebook Group encourages community and an opportunity for business owners to have their tax and financial questions answered.

Email and Phone Support

Our team is available to support you at tax-time and beyond! We’ll provide you with access to our online scheduling tool ensuring you’ll get your concerns addressed at a time convenient for you.

Tax Strategy

We’ll take a deep dive into your personal and business financial goals to uncover potential tax-savings to lower your tax liability before tax time.

Financial Strategy

We’ll discuss your long-term financial goals from paying off debt to saving for your first home. From there we’ll implement a budget and cash flow system designed to meet your financial goals in record-time.

Tax and Financial Systems Intensive

We’ll spend 60-mins reviewing your business tax and financial systems to ensure you’re operating efficiently so you can reach your financial goals.

Let’s work together

Ready to become a tax savvy business owner? If you have explored our services and found our packages to be a good fit for you, we invite you to complete a Client Application Form through the link below.