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Individual Services

Your Strategic Partner

Campaign Pitch

Marketing Strategy Advising

The Path to Success

My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

Businessman

Business Performance Consulting

A Comprehensive Approach

Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.

Business Meeting

Corporate Finance Consulting

Expert Guidance

My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.

Choose your pricing plan

  • At Your Pace Tax Preparer Training

    250$
    Every 2 weeks
    +$250 Class deposit
    Valid for 6 weeks

    • Outsourcing Accts Re

      4,599$
      Every month
      Valid for 12 months
      • Administrative and paralegal team
      • Invoicing and collections of Accounts Recvble up to 15 accts
      • Accounts Payable rep
      • Bookkeeping for business

    • Amendment or Audit Assistance

      1,499.99$
      Every month
      For those that are being audited or need thorough amendment assistance.
      Valid for 6 months
      • Gathering of documents for proof of tax return
      • Consistent corresponce with the Internal Revenue Service
      • Copy, fax, and mail document to IRS Rep
      • Will resubmit return with corrected return

    • Itemization

      299$
      Every month
      For those who need help organizing and balancing receipts
      Valid for 12 months
      • Separation and adding receipts
      • Quarterly expense reports

    • IRS Quarterly 942

      149.99$
      Every month
      Perfect for businesses that usually have to pay back the IRS
      Valid for 12 months
      • Itemize Accounts Receivable and Financial Records
      • Complete Form 942 (every 3 mos)
      • Make payment to Internal Revenue Service

    • Power Of Attorney

      199$
       
      Perfect for those needing someone to act on their behalf
       
      • Creation of POA (Medical and Financial)
      • Witness and Notarize
      • Provide copies to family or to be filed with the court

    • Business Startup

      325$
       
      Perfect for those that need help getting dreams started
       
      • Registering with the SOS
      • EIN creation with the IRS
      • Duns & Bradstreet registration

    • Business Consulting

      199$
       
      Good for those who need help brainstorming ideas
       
      • Collectively brainstorm business ideas
      • Create business plans and documents
      • Create price list
      • Create slogan

    • Legal Documents

      175$
       
      Perfect for those who need help with documents
       
      • Business Contracts
      • Non-disclosure Agreement
      • Financial Statements (price depends on detail of scope)
      • Release of Liability
      • Invoices
      • Business Proposals
      • Business Plans (starting price, depends on detail of scope)
      • Collection Letter
      • Lease Agreement
      • Check Stub Creation
      • Receipts
      • IRS 4506T
      • IRS 1099 MISC/NEC (up to 10)
      • W9s (up to 10)
      • Grant Deed (starting price, depends on details of scope)
      • Eviction notice

    • FMCSA Authority

      799$
       
      Service for those wanting their Trucking/Broker Authority
       
      • Complete FMCSA application
      • Complete FMCSA registration
      • Complete BOC-3 registration
      • Complete MCS-150 registration
      • Follow through until Authority approved

    • Single Tax Return

      399$
       
      +$50 Non refundable scheduling fee
      This is service is for filing personal tax returns
       
      • Filing W2 tax returns
      • Free Electronic Filing (Efile)
      • State Tax Preparation included
      • Creation of account within IRS website
      • All year availability for questions or IRS notifications

    • Married Tax Returns

      549$
       
      For married couples filing W2
       
      • Filing of W2 tax returns
      • Free Electronic Filing (Efile)
      • State Tax Preparation included
      • Creation of account within IRS website
      • All year availability for questions or IRS notifications

    • Itemizing Class

      350$
       
      Teaches you to do your own itemizing
       
      • Gives you the basics of itemizing
      • Provides a category sheet for personal use
      • Breakdown of the different deductions

    • Consultation

      150$
       
      For those that have corrective issues
       
      • Help with previous year taxes completed by another firm
      • Possible audit issues from another firm
      • Possible amendment of taxes
      • Discussion of current year taxes
      • Meeting to discuss possible business ventures

    • Career Search Bundle

      225$
       
      For those who need help building their resumes
       
      • Cover Letter and Resume
      • Follow Up Letter
      • Interview Questions

    • Business Tax Return

      749$
       
      +$100 Non refundable Scheduling fee
      Allows for Schedules with Itemization
       
      • Filing of Federal W2 tax return
      • Free Electronic Filing (Efile)
      • State tax preparation
      • Schedule C and Itemization
      • Creation of account within IRS website

    • Business 1099s

      399$
      Every year
      Perfect small or home front businesses and contractors
       
      • Includes up to 20 1099s
      • 1 correction per 1099 before additional costs
      • Free E-file to IRS if submitted before deadline

    • FMCSA Authority

      799$
       
      For those looking to obtain their Trucking/Broker Authority
      Valid for one month

      • BUS CONSULT/STARTUP

        425$
         
        Perfect for those looking for help starting a business
         

        • Tax Prep Training

          399$
           
          Perfect for those looking to learn to do their own taxes
           
          • Basic tax return preparation
          • IRS guidelines performance
          • Training provided by certified IRS E-file Provider

        • Bus Tax Prep Training

          899$
           
          Perfect for those looking to learn to file business taxes
           
          • Itemization
          • Qtrly Tax Filing
          • Annual Business Tax Management
          • Business Filings
          • Different types of Credits, Deductions, and Adjustments

        • Credit Restoration

          325$
           
          Perfect for those looking for help to repair credit
          Valid for 3 months
          • Pull credit from all 3 bureaus
          • Prepare letters to be sent to bureaus for an investigation
          • Qtrly follow up and response
          • Consolidation and settlement of debts

        • Dispatching Training

          550$
           
          Perfect for those interested in dispatching
           
          • Training manual
          • Trucking Industry Lingo
          • Knowledge of different Equipment Types
          • How to find and operate Load boards
          • Certificate of Training Completion
          • Guaranteed 2 Carrier contacts

        • Commercial Registered Agent

          249$
          Every year
          +$49.99 Consult and registration fee
          Acting agent for company, to receive $ inform of any/all legal notices as make business arrangements
           

          • Phone Consultation

            75$
             
            Person is able to consult over the phone instead of in person.
             
            • Ask questions about the process
            • Will give descriptions and accurate details
            • Phone consult is limited to 30mins max

          • Amendment for non client preparation

            899$
             
            +$150 Deposit
            Amending taxes for a return I didn’t file
            Valid for 12 months

            (601)397-3841

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