Embedded Files
Budgeting
Budgeting
Financial Coaching
Financial Coaching
Taxes
Taxes
Want to purchase your dream home? Maximize your tax refund? Retire early? Start investing your money in the market? I've got you covered! Let's find ways to identify what experiences or items bring you joy and which ones don't. I'll educate you on index funds, retirement accounts, and frugality.
Want to purchase your dream home? Maximize your tax refund? Retire early? Start investing your money in the market? I've got you covered! Let's find ways to identify what experiences or items bring you joy and which ones don't. I'll educate you on index funds, retirement accounts, and frugality.
Tax Pricing
Tax Pricing
Tier 1: Simple W-2 or 1099 | $200
Tier 1: Simple W-2 or 1099 | $200
Up to 4 W-2's or 1099's per individual ($40 per additional)
Unlimited Dividend and Interest forms
Unlimited Capital Gains and Losses
Standard Deduction
Tier 2: Complex W-2 or 1099 | $400
Tier 2: Complex W-2 or 1099 | $400
Up to 6 W-2's or 1099's per individual ($40 per additional)
Unlimited Dividend and Interest forms
Unlimited Capital Gains and Losses
Itemized Deductions (Mortgage Interest, Property Taxes, State Taxes, Medical Expenses, Charitable Contributions)
Tier 3: Individual & Small Business Taxes | $600
Tier 3: Individual & Small Business Taxes | $600
Unlimited W-2's or 1099's per individual
Unlimited Dividend and Interest forms
Unlimited Capital Gains and Losses
Itemized Deductions (Mortgage Interest, Property Taxes, State Taxes, Medical Expenses, Charitable Contributions)
Self-Employment Income, Profit & Loss
Consulting for estimated tax payments for tax year 2026
Schedule K-1
Financial Coaching
Financial Coaching
Financial Coaching Session | $100 for one 30-min session or $150 for one 60-min session
Financial Coaching Session | $100 for one 30-min session or $150 for one 60-min session
Sessions are catered to the needs of each specific client and may include:
Sessions are catered to the needs of each specific client and may include:
- budgeting
- tax education
- debt payoff strategy
- credit repair
- student loan payoff
- subscription review
- spending deep dive
- setting up retirement or individual accounts
- financial literacy
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