Declare Your Independence.

Disciplined financial consulting, precise tax preparation, and non-representational audit support—delivered with accuracy, compliance, and professional judgment.

Secure, remote-first services with onsite support when appropriate, tailored to the needs of individuals and small businesses.

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A large stack of IRS tax forms, specifically Form 1040 from 2009, on a plain light gray surface.

Comprehensive Tax Filing & Proactive Tax Planning

Tax preparation services begin at $150 for individual returns. Pricing reflects professional oversight, secure processes, and personalized handling by the Managing Director of 1776 Tax, LLC. Competitive pricing is provided based on the scope of services required. If you have a specific pricing comparison, we can discuss it as part of a consultation—pricing adjustments are made at my discretion based on the facts of your situation and the services provided. I provide accurate tax preparation for individuals and small businesses with an emphasis on compliance with federal and state regulations. In addition to return preparation, I offer proactive tax planning discussions designed to help you understand legitimate opportunities for deductions and strategies consistent with current law. Tax planning is an advisory service we can explore in more detail if you are interested; it does not guarantee specific tax outcomes.

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Small Business & Nonprofit Financial Consulting

I provide professional financial consulting for small businesses and nonprofit organizations, offering disciplined analysis, strategic insight, and practical guidance grounded in your actual financial context. My approach is designed to help you clarify financial operations, assess cash flow and budgeting, understand tax-related implications, and make informed decisions about planning and compliance. Consulting services include structured review of financial data, identification of opportunities and risks, discussion of tax-aware strategies, and advisory support to help you evaluate options and potential next steps. These services are advisory in nature and do not constitute tax, legal, accounting, investment, or fiduciary advice; they do not guarantee specific outcomes or results. Any ongoing engagement will be defined through a written agreement that outlines scope, deliverables, and expectations. Consulting is delivered through a secure, remote-first process with onsite support when appropriate and is tailored to the unique needs and circumstances of your organization.

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Notice Assistance & Audit Preparation Services

Services begin at $200 for basic IRS notice assistance. Final pricing is based on the complexity and scope of the engagement. I help individuals and small businesses organize, review, and prepare financial documents for audits, tax notices, and compliance reviews. This service includes structured guidance for gathering records, identifying relevant issues, and preparing written materials that support your position with taxing authorities, lenders, or grantors. While I do not hold CPA or Enrolled Agent (EA) credentials and do not provide representation before the Internal Revenue Service or any taxing authority, I focus on ensuring your financial paperwork is organized, complete, and aligned with applicable documentation requirements. My role is to assist you in presenting accurate, well-supported information; if representation is needed, you should engage a credentialed professional with appropriate authorization.

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Download the 1776 Tax App

Get the 1776 Tax App

Save the 1776 Tax App to your phone for faster access all year. From one place you can schedule appointments, upload documents securely, track refund status, and keep everything organized year after year—without hunting through email threads.

  • Track refunds: Quick access to federal and state refund tracking links.
  • Schedule appointments: Book your meeting in seconds, anytime.
  • Secure file upload: Upload tax documents through the secure portal.
  • Your account, saved: Keep your information in one place year after year.
  • Client access: Create your own account and manage everything from one dashboard.

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My ethos

I believe the difference between real consulting and surface-level advice is discipline—clean inputs, clear assumptions, defensible logic, and decisions that hold up under scrutiny. My consulting work is built around that standard. I help business owners and nonprofit leaders translate financial data into direction by strengthening cash flow, imposing structure on budgets, clarifying financial operations, and making tax-aware decisions aligned with long-term objectives.

Clients work with me when they want clarity without distortion and judgment without noise. I bring order to complex financial pictures, pressure-test decisions before they become costly, and deliver guidance that is practical, documented, and grounded in reality. Every recommendation is approached with professional rigor and ethical restraint, ensuring it is supportable, compliant, and aligned with the client’s actual circumstances.

Integrity is non-negotiable. I maintain strict standards for confidentiality, data security, and transparency, and I work directly with each client from start to finish. My process is deliberate and precise: defined scope, clear reasoning, and actionable next steps. Whether advising on business strategy, financial planning considerations, or compliance-related preparation, my role is to provide steady, principled financial judgment you can trust.

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Contact

Work with a seasoned business consultant and professional tax preparer who gets it right the first time.

I help individuals and businesses file accurate, defensible tax returns and make sound financial decisions with confidence.

Tax preparation, audit support, and financial consulting—handled personally, start to finish.