If your numbers feel off, start with the return.
I translate tax filings into clear strategy so you can move forward with confidence.
Ready to Improve Your Tax Position?
Whether you're filing, resolving an issue, or planning ahead, every engagement starts with understanding your current numbers.
Every service I offer is built around one principle: Your tax return tells a story. We use it to improve your future.
TAX PREPARATION (The Now)
This is tax preparation for business owners who want more than form entry, and tax filings with context. I use the filing process to clarify deductions, identify patterns, and position you better for next year.
This is not drop-off tax prep. It's informed filing so you're not guessing afterwards.
My streamlined process includes:
✔ Secure online document collection
✔ Multi-state filing capability
✔ Clear explanation of results
✔ Built-in strategic review
Because filing should improve your position — not just close the year.
TAX NOTICE RESOLUTION (The Past)
If you’ve received an IRS or state notice, the first step is understanding what actually triggered it. Together we review the correspondence via Zoom, and I translate it into plain English for you so we can determine the root cause.
No panic. No confusion. Just clarity and resolution. Services may include:
✔ Written response guidance
✔ Filing catch-up strategy
✔ Amendment preparation
✔ Letters on your behalf
The goal is clean resolution and a stable foundation for you moving forward.
TAX PLANNING (The Future)
Tax strategy isn’t about filing. It’s about improving. Planning begins after the return is complete. For business owners, planning doesn’t start with a 401(k) — it starts with the taxes you just paid.
In this session, we analyze your most recent filing to determine:
✔ What drove your tax liability
✔ Where money is leaking
✔ Where estimated payments need adjustment
✔ What entity, structural or behavior shifts could reduce next year’s exposure
3 Ways to Work Together
30 min Phone Call
$50
Fee credited toward any services booked within 14 days
- Perfect pre-cursor for face-to-face or in person meetings
75 min Zoom
$275
- Pre-Zoom questionnaire provided to set agenda
- Can include review of financials before loan application
Year-Round Business Advisory
Because every business decision affects your taxes.
What's included:
• Quarterly strategy reviews
• Estimated payment guidance
• Collaboration on lender requests and notices
• Structured monthly advisory sessions
• Practical operating systems conversations that support cleaner financials
Enrollment opens March 1 and September 1
(Space is Limited)
Prefer in-person or something else? Contact me here
Thanks for all your tech preparations prior to this outbreak. Your preparations kept my business together. I'm truly grateful
Founder, Treasures Of Life
Thank you for this informative event. You gave us peace of mind while setting up our business accounts to track our finances.
Connie
Founder, Yellow Rose Paint Party
Take home pay is up 16.82% from last pay period. THIS is how you helping me understand those forms worked out! I needed (and will need) every one of them percents to get back on my feet.
Kenneth D
Owner, The Lens Lab
Got old 401Ks at previous jobs? Looking for growth alternatives to the stock market?
Let me show you how to reclaim and protect your retirement funds
in 4 simple steps...
FREQUENTLY ASKED QUESTIONS
Do you prepare individual tax returns?
My focus is business owners and entrepreneurs. Individual returns are prepared when connected to a business engagement. If you're primarily looking for basic wage-earner filing, I may not be the best fit.
Can I work with you if you’re not my current tax preparer?
Yes. Many clients book a strategy session while keeping their existing CPA. My role in those cases is to review the return, identify patterns, and offer forward-looking guidance.
Do you offer year-round support?
Yes. Filing is only one part of the process. Strategy, estimated payment adjustments, and business decisions happen throughout the year — not just in April.
How is your approach different from other CPAs?
I don’t see a return as the finish line. I see it as data. Once we understand what drove your tax bill, we can make better decisions moving forward.
When is the best time to schedule a planning session?
Shortly after your return is filed. That’s when the numbers are clear and there’s still time to adjust your current year strategy.
Do you work with clients outside of Louisiana or Texas
Yes. I work virtually with business owners nationwide using secure tools and multi-state filing software
With you can now set any type of pricing
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Tax Preparation
*Free Quote
- Custom fee provided during call
- Engagement Letter Sent For Signature
- Tax Prep Billed via Emailed Invoice
- Bank, Credit Card, Installments Available
Consultation - 1 Time
$350.00
- 90 minute consult
- Questionnaire provided pre-meeting
- Includes Review of Tax Returns & Notices
- Review of Financial or Investment Documents
Retainer - Hours Bundle
$500.00
- 3 Hours of Billable Time
- Pay-As-You Go (no contracts)
- Good for Done-For-You Services or Consults
- Access to Priority Clients-Only Email, Secure Client Portal
- Schedule Same Day or Next Day Phone Calls
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Founder, CTO - The Company
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Blogger - The Company
