Save Time, Stay Organized, and Reduce Tax Stress
Download Carol’s Free Tax Prep Checklist
Welcome to my Resource Hub—a curated collection of tools, programs, and services designed to help you simplify the financial side of your business.
Pre-Client 30-Minute Discovery Call
Welcome to my Resource Hub—a curated collection of tools, programs, and services designed to help you simplify the financial side of your business.
Tax Prep Checklist For Personal & Business Taxes
Welcome to my Resource Hub—a curated collection of tools, programs, and services designed to help you simplify the financial side of your business.
Business Finance & Tax Prep Spreadsheet Bundle
Welcome to my Resource Hub—a curated collection of tools, programs, and services designed to help you simplify the financial side of your business.
Gusto
Smart payroll for solo and small business owners. Pay yourself, contractors, and employees automatically and manage your finances with an all-in-one payroll software.
The Contract Club
All the templates you need. All in one place. Just pay the cover, and you’re in for life. It’s a membership, but with no monthly fee for creative service providers, educators, and digital content creators.
Trademark Service
Work with a reputable service with a 87% current application success rate! File your trademark, officially protect your brand and increase your brand value instantly!
Big Scoots Website
Hosting Service
Welcome to my Resource Hub—a curated collection of tools, programs, and services designed to help you simplify the financial side of your business.
BENEFICIAL OWNERSHIP INFORMATION (BOI)
Learn how to file your BOI report correctly in minutes instead of wasting HOURS or DAYS trying to figure out the legalese on your own
Tax Saving By Hiring
Your Kids
Welcome to my Resource Hub—a curated collection of tools, programs, and services designed to help you simplify the financial side of your business.
The S Corp Toolbox
S Corp status isn’t right for everyone, but it might be right for you! Quit wondering if it should be your next move, find out now and move forward accordingly.
Contact Us About Tax Planning & Strategy!
Questions about reducing your tax burden or setting up your business the right way? Schedule a personalized strategy session.
Browse For Information & DIY Tax Solutions
Looking for clear answers to your tax & business questions? Browse our blog for practical tips and expert insights you can put to use right away.
Tired of Dreading Your Taxes Each Year?
Download Carol’s Free Tax Prep Checklist
Don’t let tax time catch you off guard. Whether you’re filing for yourself or working with a pro, this checklist will help you gather everything you need, so you can file with confidence and avoid last-minute stress.
Have a Question?
We’re Here To Help…
Whether you’re unsure where to start or need help with something specific, reach out anytime—we’re here to make tax and business guidance simple and stress-free