Services

Expert tax preparation and life insurance services tailored for your financial peace of mind.

Tax Preparation and Planning

Here’s a structured Tax Preparation & Planning section for your website that clearly outlines your services, prices, and benefits in a way that attracts and converts potential clients.

📌 Tax Preparation & Planning Services

Honest, stress-free tax filing & expert planning to help you save more!
Whether you're filing taxes, planning ahead, or need guidance on IRS notices, I’ve got you covered.

✅ Transparent pricing—no surprises

✅ Personalized tax strategies tailored to your situation

✅ Virtual & in-person appointments available

📅 Book a Free 15-Minute Consultation

📝 Tax Preparation Services

✔️ Individuals & Families (W-2, simple 1099s, basic deductions)
✔️ Self-Employed & Gig Workers (Freelancers, Side Hustles, Independent Contractors)
✔️ Small Business Owners (LLCs, S-Corps, Home-Based Businesses)
✔️ Retirees & Investors (Social Security, IRA Withdrawals, Rental Properties)

💰 Tax Prep Pricing:

Simple Tax Return (W-2, Standard Deduction) $150

Self-Employed / Freelancer Return $250

Small Business Tax Return

(LLC, 1099, Schedule C) $350

Rental Property Tax Return (Per Property) +$75

Amended Tax Return $200

State Tax Return (Standalone or Additional) $50

📅 Book a Tax Filing Appointment

📊 Tax Planning Services

Want to pay less in taxes legally? Tax planning helps you stay ahead and maximize savings year-round.

💡 Who Benefits from Tax Planning?

• Self-Employed & Business Owners → Maximize deductions & structure your business tax-efficiently

• Parents → Optimize tax credits and deductions

• Side Hustlers & Gig Workers → Learn how to reduce self-employment taxes

• Anyone Wanting to Save More Money → Smart strategies for tax-advantaged accounts, investments, and retirement

💰 Tax Planning Pricing:

One-Time Tax Strategy Session (60 Minutes) $150

Self-Employed Tax Planning (Quarterly Coaching) $250 per session

Year-Round Tax Planning Subscription (Quarterly Check-ins + Email Support) $75/month

Business Entity Selection Consultation (LLC vs. S-Corp, etc.) $200

📅 Book a Tax Strategy Call

📩 IRS Notices & Audit Assistance

Received a letter from the IRS? I can help you understand and respond to common IRS notices.

✔ Responding to IRS Letters & Notices (CP2000, Underreporting, etc.)

✔ Explaining What the IRS Wants & Next Steps

✔ Helping You Gather Documentation for Audits

💰 Pricing for IRS Notice Assistance:

IRS Notice Review & Consultation $100

Written Response Preparation (Non-Audit Cases) $200

📅 Get Help with an IRS Letter

📌 Why Work With Me?

🔹 No surprises—flat, upfront pricing
🔹 Personalized approach—your taxes, your goals
🔹 Honest advice, no upselling—just clarity

📅 Book Your Tax Prep or Planning Appointment Today!

Life Insurance

Honest, pressure-free guidance for your financial peace of mind.

Customized Coverage: Get a life insurance plan tailored to your unique needs, whether you're planning for your family’s future or securing your legacy.

No-Pressure Consultations: I’ll walk you through your options clearly and transparently so you can make the best choice for your situation.

Bundled Options: Combine life insurance with tax services for added value through our Protect and Prosper Package.

🚀 Coming Soon: The Financial Freedom Game Plan!

💡 Tired of waiting for "someday" to take control of your finances? It’s time to break free from outdated retirement models and build a future where YOU call the shots.

🎉 Introducing The Financial Freedom Game Plan – a step-by-step course designed for millennial parents and anyone ready to take control of their financial future.

🔑 What You’ll Learn:

✅ How to redefine retirement and create financial freedom on your own terms
✅ Smart budgeting & investing strategies that work in real life
✅ The psychology of money—overcome financial stress and build a success mindset
✅ Career planning for financial independence—maximize income, avoid burnout
✅ Tax-saving strategies to grow wealth and keep more of what you earn
✅ How to build a flexible retirement plan that adapts to your life

🎯 Who This Is For:

✔️ Millennials who want to build wealth without sacrificing their present
✔️ Parents juggling family expenses while planning for the future
✔️ Anyone tired of paycheck-to-paycheck living and ready for a game plan

📌 What’s Included:

📚 Expert-led video lessons
📝 Interactive worksheets & self-assessments
💬 Private community for support & networking
🎯 Actionable step-by-step guides

🌟 Bonus: Early sign-ups get 50% off and exclusive access to our Financial Freedom Roadmap!

🚀 Enrollment Opens Soon! Stay tuned for the launch date—sign up below to be the first to know when we go live.

🔗 Join the Waitlist Now!

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Financial Freedom Bootcamp