Who We Serve

Individuals & Families

Tax preparation and personal development. Two different needs, one audience page, each routing to its service.

Tax

  • W-2 employees
  • Self-employed and gig workers
  • Independent contractors receiving 1099s
  • Rental property owners
  • Investors with capital gains
  • Multi-state filers
  • Retirees
  • Households with dependents and education credits
  • Filers needing prior-year or amended returns
  • Filers needing extensions or estimated payments

Personal development

  • People in career transition
  • People rebuilding after illness, loss, or a setback
  • People preparing to start something
  • People who need financial organization and structure
  • People who need accountability more than information

Required boundary language

Coaching and mentoring are not therapy, counseling, or mental health treatment, and I am not a licensed mental health professional. If you are experiencing a mental health crisis or need clinical care, I will refer you to a licensed professional. If you are in immediate danger, call or text 988 in the United States.

Start with an assessment, not a contract

Two weeks, fixed fee, $2,500 to $5,000 depending on practice size. You get a written finding: where the money is going, what each leak is worth annually, and what it costs to fix. You own that report whether or not you hire me for anything after it.

Start with an assessment