Start With Clarity
Tax preparation, IRS notice review, and financial organization — delivered with clarity and structure.
What to Expect
A focused review of your situation and priorities
Clear next steps and recommended documents
A structured plan you can move forward with
How I Can Help
IRS Letter Review
For CP2000 notices, balance due letters, identity verification, and other IRS correspondence.
Tax Preparation Readiness
For individuals and families who need clarity and organization before filing.
Financial Organization Session
For creating structure, document clarity, and a plan for financial stability.
Services & Pricing
Financial Clarity Consultation
30 Minutes • $125
A personalized consultation designed to help you gain clarity regarding tax concerns, IRS notices, financial organization, credit-related questions, and business support needs.
Fee credited toward future services when applicable.
Tax & IRS Services
Tax Preparation & IRS Assistance
Services may include:
•IRS Payment Plans (Starting at $75)
Individual Returns (Starting at $250)
Schedule C Returns (Starting at $350)
IRS Resolution Services (Starting at $200)
Pricing varies based on complexity and service needs.
Ready to Get Started?
Begin with a short intake so I can better understand your situation and determine the most appropriate next steps.
Most clients begin with a Financial Clarity Consultation, where we discuss concerns, review available information, and create a plan for moving forward..
Financial Organization & Credit Guidance
Starting at $125
Services may include:
• Credit Review Consultation
• Budget & Financial Organization Sessions
• Financial Document Organization
• Small Business Support
• Administrative Guidance
Designed to help create greater structure, strategy, and stability.
Ready to Discuss Your Situation?
Whether you're facing tax concerns, IRS notices, financial organization challenges, credit-related questions, or small business support needs, the first step is a Financial Clarity Consultation.
During your consultation, we'll discuss your concerns, review available information, and identify the most appropriate next steps for moving forward with greater confidence and clarity.
Please Have Available
Photo ID (For verification, if needed)
The letter/notice (if applicable)
Prior-year return (if available)
Any relevant income documents (W-2/1099)
A short list of your questions