Schedule your free 30-minute Consultation
Let’s start with a complimentary 30-minute consultation to discuss your tax situation, answer your questions, and determine the best path forward. This no-obligation conversation gives you clarity, confidence, and a clear understanding of how I can support your tax needs.
Book an Appointment (30+ mins)
Schedule a dedicated appointment for in-depth tax assistance tailored to your specific needs. This session allows time for detailed review, personalized guidance, and expert support. A $150.00 service fee applies and will be collected at the time of booking.
Join the Waitlist
Secure your spot for the upcoming tax season by joining my waitlist. You’ll receive priority access to scheduling, timely updates, and important information as availability opens. Joining the waitlist helps ensure you’re prepared and not rushed when it’s time to file.
Request a Callback
Need to speak with me directly? Request a callback at a time that’s convenient for you. I’ll reach out to answer your questions, provide guidance, and help you determine the next best step for your tax needs.
Essentials Package
Straight forward filing with full compilance review
What's Inclueded
- Federal return
- 1 state return
- W-2 income
- Standard credits (EIC, Child Tax Credit, etc.)
- IRS-compliant filing and accuracy review
- E-file confirmation
- 72-hour support window
Payment Options
- Pay in full
- Refund Transfer (fee applies)
- Returning Client Discount: $25 off
Starting at:
$250
Family & Household Package
Straight forward filing with full compilance review
What's Inclueded
- Everything in the Essentials Package
- Multiple W-2s
- Head of Household support
- Childcare & education deductions
- Itemized deductions (Schedule A)
- Multiple state returns if needed
- Up to 2 dependents included
Payment Options
- Pay in full
- Refund Transfer
- 50% deposit + remaining balance before e-file
- Returning Client Discount: $35 off
Starting at:
$300
Small Business Starter Package
Straight forward filing with full compilance review
What's Inclueded
- Federal & state return
- Schedule C (self-employment)
- Income & expense review
- Basic bookkeeping clean-up (1 hour)
- Quarterly estimated tax guidance
- Business deduction strategy (IRS-compliant)
- End-of-year tax documents checklist
Payment Options
- Pay in full
- 50% deposit + remainder before filing
- No Refund Transfer (IRS rules for business returns)
- Returning Client Discount: $50 off
Starting at:
$400
IRS Tax Issues & Audit Assistance Package
Straight forward filing with full compilance review
What's Inclueded
- Everything in the Small Business Starter Package
- IRS letters review
- Response guidance & documentation support
- Amended return review
- Missing income/undocumented income assistance
- Personalized tax plan for next season
- 30-day priority support
Payment Options
- Pay in full
- 50% deposit + short-term payment plan
- No Refund Transfer
- Returning Client Discount: $75 off
Starting at: