Who we are
We help individuals and self-employed clients file with confidence and
build financial habits that support their goals.​
What makes us different
Education + empowerment
Judgment-free support
Plain-language explanations
Who we serve
1099/gig workers
W-2 individuals, families, students
Small business owners / sole props
Values
Clarity
Accuracy
Integrity
Confidentiality
Tax Prep for Real Life Individuals + Self-Employed
40+ Years Experience
We don’t just file your taxes. We empower and educate you to live the financial lifestyle you desire.
Our Comprehensive Services
Virtual / Drop Off/ In-person Appointments
Individual Tax Preparation
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Ideal for: W-2, dependents, credits, simple investments
Included:
Review
Filing
Common credits
Support checklist
Year round customer support
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Self-Employed Tax Preparation (1099 / Schedule C)
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Ideal for: entrepreneurs, contractors, gig work
Includes:
Income/expense review
Basic deduction guidance
Self-employment tax education
Year round customer support
Business Success Strategy Session
Quarterly estimate guidance (optional)
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Additional Services
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Prior-year returns
Tax Refund Advances up to $7,500.00 (Subject to Approval)
Notary Services
Amended returns
IRS letters/notices support
Tax planning / “Tax Prep + Strategy Session” (optional)
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Payment options
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Debit/credit
Pay-from-refund