Coaching teaches you how. Advisory helps you decide what to do next.
We offer both coaching and advisory services to support individuals and Schedule C business owners at different stages of tax readiness.
Coaching is educational and supportive. It focuses on helping you understand what to track, how to stay organized, and how your day-to-day decisions affect your taxes. Coaching is ideal if you want guidance, accountability, and a clearer understanding of your finances throughout the year.
Best for:
Individuals and small business owners who want to learn, build habits, and stay organized before tax season.
Advisory is strategic and review-focused. It involves analyzing your current records, identifying gaps, and providing tailored recommendations to improve tax readiness, compliance, and filing.
Best for:
Individuals and Schedule C business owners who want expert insight, clarity on risks, and direction before filing or making changes.
Workshop session teaching small business owners tax readiness and recordkeeping. (Additional fees for each service)
☐ Business Startup Guidance
☐ Strategic Planning & Goal Setting
☐ Financial Literacy & Budget Coaching
☐ QuickBooks or Accounting System Training
☐ Operations & Workflow Optimization
☐ Team Building & Leadership Mentoring
☐ Marketing, Branding, or Social Media Strategy
☐ Childcare Business Scaling Support
☐ Grant or Loan Readiness Coaching
☐ Weekly or Monthly Accountability Sessions


We help business owners build clean records, follow IRS-ready processes, and file with confidence. Through hands-on workshops and coaching, you’ll learn the steps that make tax season smoother—organized income and expenses, proper documentation, and consistent systems that support your return.

Starting or growing a business comes with enough pressure. Our workshops and coaching are designed to make taxes feel manageable—by teaching you what to track, how to stay organized, and how to avoid common Schedule C/LLC mistakes. Whether you’re brand-new or years in, we meet you where you are and help you move forward with confidence.
Review of Form 1040 and related schedules to confirm accuracy, consistency, and completeness of reported income, deductions, and credits.
Evaluation of industry-specific credits and deductions, including childcare-related credits and other applicable incentives.
Review of Schedule C, Form 1065, or Form 1120-S to evaluate income reporting, expense classification, and overall tax positioning.
Review of up to three prior tax years to identify errors, missed opportunities, or potential compliance concerns.
Forward-looking guidance designed to help reduce future tax liability and improve tax efficiency.
Explanation of IRS correspondence, identification of required actions, and guidance on next steps or response options.
Targeted review to identify deductions or credits that may have been overlooked or underutilized.
Comparison of bookkeeping records to filed or draft tax returns to identify discrepancies and ensure alignment.
Our Responsibilities
Your Responsibilities
Limitations
Fees and Payment-Our fees are priced per session/per hour.
Payment is due prior to or at the time of service. Missed sessions without 24hr notice may be subject to a cancellation fee.
Termination
Either party may terminate this engagement at any time in writing. Any prepaid sessions not yet delivered will be refunded or credited, unless otherwise agreed.
Privacy Statement
We value your trust and are committed to protecting your privacy. All information shared in coaching sessions—including business ideas, documents, financials, and personal insights—will be kept strictly confidential. We do not share your information with any third parties without your written consent, unless legally required to do so. All records will be stored securely in compliance with applicable data privacy laws.
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