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Stay organized and confident in your finances with reliable bookkeeping support for individuals and small business owners. I’ll help you keep your records accurate, up to date, and easy to understand—so you can make better decisions and stay ready for tax time year-round. What’s included: • Categorizing income and expenses • Bank and credit card reconciliations • Monthly financial reports (Profit & Loss, Balance Sheet) • Cleanup/catch-up for past months (if needed) • Support for tracking receipts, invoices, and business deductions • Ongoing guidance to keep your books organized and compliant What you’ll need: • Access to your bank/credit card statements and bookkeeping platform (if applicable) • Any receipts/invoices you want included • A brief overview of your business and goals Important notes: This service provides bookkeeping support and organization. It does not replace legal advice, and tax filing is a separate service unless stated otherwise. Book your session to get your books in order and take the stress out of staying financially organized.

Learn practical steps to understand your credit, dispute inaccuracies, and build healthier credit habits in this group class.

• Individual Tax Returns • Self-Employment Tax Returns • Schedule C Filings • Tax Amendments • Tax Planning • Year-Round Tax Support

Professional notary service to help you sign and notarize your important documents quickly and correctly. This service is ideal for: • Affidavits and sworn statements • Power of attorney documents • Vehicle title transfers • School and employment forms • General notarizations (where permitted) What to bring: • A valid, unexpired government-issued photo ID • The complete document(s) to be notarized (unsigned) • Any required witnesses (if your document requires them) Important notes: • Documents must be signed in the notary’s presence. • I can’t notarize incomplete documents or provide legal advice. • Fees and requirements may vary by document type and state guidelines. Book your appointment and I’ll make the process simple, secure, and stress-free.

A self-paced six-week PTIN training course covering the essential knowledge and preparation needed for PTIN-related professional requirements. Progress through the lessons on your own schedule over six weeks.

One-on-one business consulting to help you clarify goals, strengthen operations, and make confident financial decisions.