
Interview clients to help them realize the best income tax filing status as well as to determine which deductibles and credits are best for them. I prepare income taxes for individuals who are employed, self-employed, retired, have multiple streams of income and property owners.

Keep and maintain all financial documents for internal controls. Assist in the areas of annual budget planning, money handling, monthly reconciliation, annual fixed asset inventory and best practices for managing their budget. Assist negotiating contracts with vendors for best offer on goods and services before agreements are decided. Assist with negotiating contracts with vendors for best offer on goods and services before agreements are finalized.

Create and monitor annual budgets that include regular and unexpected expenses. Establish best practices for money handling, monthly reconciliation, annual fixed asset inventory and managing their budget.

Provide professional mobile notary services for real estate, attorneys, structured settlements, automobiles and general services.
Perfect for individuals and new entrepreneurs
Includes:
✔ Basic Individual Tax Preparation
✔ 1 Financial Strategy Session
✔ Personalized tax guidance for the year
👉 Best for: First-time filers, W-2 employees, or new business owners
For small business owners ready to get organized and grow
Includes:
✔ Tax Preparation (Individual or Business)
✔ Bookkeeping (Monthly or Quarterly)
✔ Ongoing Financial Strategy Support
✔ Basic expense tracking & organization
👉 Best for: Service-based business owners, side hustlers, 1099 earners
Includes:
✔ Advanced Tax Planning & Preparation
✔ Monthly Bookkeeping
✔ Financial Coaching Sessions
✔ Budget Planning & Debt Strategy
✔ Customized tax-saving strategies
👉 Best for: Established business owners ready to scale and build wealth
We provide reliable and professional notary services for individuals and businesses.
Prices are starting rates and may vary based on complexity and individual needs