Structure. Strategy. Stability.

Strategic tax preparation and financial guidance for individuals and small business owners ready to move forward.

Services

Second Bloom Financial Services helps individuals and small business owners gain clarity, organization, and confidence in their financial lives through tax preparation, financial organization, and practical guidance for navigating IRS matters.



Individual & Family Tax Services

Preparation of individual federal and state returns, including W-2 income, retirement income, and common deductions.

Starting at $250

Small Business Tax Services

Schedule C and tax preparation for independent contractors and small business owners, including income and expense review.

Starting at $450

Financial Organization & Business Guidance

Financial organization consultations and small business setup guidance to help clients maintain clear records and improve financial confidence.

• Financial Organization Consultation -– $125 per session
• Small Business Expense Tracking Setup -– Starting at $175
• Starting a Small Business Consultation -– $150

IRS Review & Advisory Consultation

Professional IRS notice review of IRS notices and guidance on next steps, payment options, and resolution strategies.

Consultations -- $95

Consultation fee credited toward services.

Final fees depend on complexity and documentation provided. A confirmed quote will be provided after your intake form and consultation.

Ready to Get Started?

New clients can begin by completing the Client Consultation Intake Form.
Once submitted, you will receive instructions to schedule your consultation.

The intake form takes approximately 3–5 minutes to complete.

Second Bloom Financial Services was established to provide steady financial guidance for individuals and small business owners seeking clarity and long-term stability.

With years of practical experience and a disciplined approach to compliance, we emphasize preparation, organization, and thoughtful planning. Our work is defined by precision and delivered with discretion.

Financial growth — and at times rebuilding — requires both strategy and steadiness. Every engagement is approached with care, structure, and a commitment to lasting stability.

Founded by Joslin Cofer, the firm serves clients with experience, discretion, and integrity.

Founded on Structure. Built on Integrity.

Ready to Move Forward?

Structure. Strategy. Stability.

Begin with Structure

Complete a consultation request to begin bringing clarity and stability to your financial life.