What We Do

For Individuals

Trusted Business Advisor to Individuals

Talking about money should not be taboo. Get the education and leadership you need to pursue financial freedom.

Are you a small business owner?

We can help you with your bookkeeping, consulting, payroll preparation and tax returns.

We offer business plan creation, individual tax preparation and IRS dispute resolution.

We also deliver financial literacy through one-on-one coaching and through speaking engagements.

Successful projects:

  • Organizational assistance for individuals interested in establishing small businesses and not for profit entities

  • Bookkeeping and financial consultancy for a not-for-profit organization receiving $300K in annual revenue

  • Obtained Employer Identification Number (EIN) from IRS to establish business

  • IRS resolution of $35K tax assigned deficit; resulting in no payment to the IRS

  • File past due tax returns

  • Payroll and Human Resource solutions for small businesses

  • Financial literacy speaking engagements

  • One on one financial literacy coaching (budget creation, credit score improvement, saving for education, home purchase and more)