Tax Services

Individual / Sole proprietor · Form 1040

Congrats on shipping your new books and merch. That is a big milestone for any coaching brand!

Quick question: as the orders roll in, have you figured out how to write off your printing costs, shipping boxes and inventory on your Schedule C?

Tax season gets messy for coaches once physical products are involved. I help creators track their Cost of Goods Sold (COGS) so they don’t accidentally overpay the IRS on their hard-earned sales. Do you have a toolkit that keeps up with your business expenses?

Let’s do a quick 15-minute business strategy call to clear up the confusion and make sure your deductions are set up perfectly. You can grab a slot around your coaching calls.

Individual / Sole proprietor · Form 1040

Balancing life as a single parent is already a full-time job. Add multiple W-2 jobs and a side gig, and tax season can feel completely overwhelming.

When you’re dealing with divorce agreements, figuring out who claims the kids, and trying to understand how to file a Schedule C for your side income, it’s easy to feel stuck. The last thing you want is to miss out on deductions or handle Head of Household rules incorrectly.

I specialize in helping busy single parents untangle complex tax situations so you can keep more of your hard-earned money for your family. I’m a single, divorced parent myself.

I’d love to invite you to a quick 15-minute relief call to review your situation and take the guesswork out of your filing. No judgment, no confusing jargon, just clear steps to give you peace of mind. Choose a time that fits around your family schedule.

Individual / Sole proprietor · Form 1040

Are you tracking your small business deductions properly, or scrambling right before the deadline?

If you’re the sole proprietor of your business, I know exactly how to get you and your business ready for tax season. Many small business owners end up overpaying on self-employment and operating taxes simply because planning happens too late in the year.

I help businesses like yours find overlooked deductions and build a clean tax strategy. Book a complimentary 15-minute Tax Strategy Call to get started.

Individual / 1099-R distributions · Form 1040

If you are receiving multiple Form 1099-R distributions from pensions, IRAs or 401(k)s alongside your Social Security benefits, making sure everything is filed correctly can be overwhelming. Missing a single form or miscalculating how your benefits are taxed can result in unexpected IRS penalties.

My goal is to give you total peace of mind. I specialize in helping retirees organize their various tax forms so they can relax knowing their taxes are handled accurately.

I would love to invite you to a complimentary 15-minute introductory phone call to review the forms you have and discuss a stress-free plan for your filing.

Individual / Sole proprietor · Form 1040

I know you have a demanding schedule, balancing a W-2 role and working on the weekends, so I’ll keep this brief.

If you get paid for a side job, you may receive a Form 1099-NEC (Nonemployee Compensation), and you will probably want a little help knowing how it works and what to do with it.

I run a tax preparation practice focused on tech-forward small businesses. Book a quick 15-minute diagnostic call to see if you’re missing any major deductions or credits.

Individual / Sole proprietor · Form 1040

Building or working on a small gig in the AI space? You’re probably getting a Form 1099-NEC. Between managing compute costs, contractor or team payroll, and entity structure, tech founders can overpay or miss out on specific R&D tax credits.

Common part-time gig expenses: cloud compute and API usage, hardware and GPU rigs, data and labeling costs, AI coding assistants and premium tools, and a home lab or office. Got any?

I run a tax preparation practice focused on tech-forward small businesses. Book a quick 15-minute diagnostic call to see if you’re missing any major deductions or credits.

Individual / Sole proprietor · Form 1040

I love the brand you’ve built on Twitter, Instagram, Facebook and YouTube. Behind the scenes of great content, though, there is usually a chaotic pile of business receipts and the looming dread of self-employment taxes.

If terms like Schedule C make your eyes glaze over, you aren’t alone. Many creators don’t realize they may be able to write off business-use costs such as editing software, camera gear, makeup and even a portion of their phone bill.

I specialize in moving content creators out of the “shoebox method” and into a stress-free tax routine so you don’t overpay the IRS.

Let’s do a quick 15-minute introductory call to see how we can maximize your write-offs. Grab a time that fits your filming schedule.

Individual / Sole proprietor · Form 1040

Doing great work walking pets in your area? Many pet sitters running a side gig get a stressful surprise when they realize they owe self-employment taxes at the end of the year. Between tracking mileage, dog treats and equipment write-offs, it gets overwhelming fast.

I’d love to hop on a quick 15-minute introductory call to show you how to easily track your expenses so you don’t overpay the IRS. No pressure at all, just clear guidance to save you money. Pick a time that fits between your walks.

I run a tax preparation practice focused on tech-forward small businesses. Book a quick 15-minute diagnostic call to see if you’re missing any major deductions or credits.

Individual / Sole proprietor · Form 1040

Between coding, designing or consulting, tracking the 15.3% self-employment tax and optimizing engineering write-offs (like AWS, CAD licenses and lab gear) is a massive time sink.

Let’s get your Schedule C completely optimized so you don’t leave money on the table. You can book a quick, friction-free tax preparation call right here.

Common deductions for engineering side gigs:

• Software and subscriptions.
• 3D printers, oscilloscopes, multimeters, soldering stations, test benches, microcontrollers and raw materials used for prototyping.
• Home office: if you use a specific area of your home exclusively and regularly for your side gig.
• Computers and tech: laptops, extra monitors, external hard drives and specialized graphics cards.
• Professional fees: business insurance (Errors & Omissions), LLC filing fees, accounting software and legal fees for contract reviews.