Your Business Is
Losing Money.
I’ll Show You Where.
I work directly with small business owners to uncover hidden revenue leaks, fix pricing and cost issues, and align their tax strategy with real growth.
15 minutes • No fluff • Actionable insights
Built for Business
Owners Who Want
Clarity.
If any of these sound familiar, we should talk.
- You’re generating revenue but not keeping enough of it
- You’re unsure where your money is going
- You feel like your business should be performing better
- Your taxes feel reactive instead of strategic
Three Steps to
Financial Clarity.
Assessment
We review your business, revenue, and current setup to understand where you stand today.
Identify Problems
I pinpoint where you’re losing money or operating inefficiently—with data, not guesswork.
Fix & Optimize
You get clear next steps—or I help implement them. Either way, you leave with a plan.
Business Consulting
Identify revenue leaks, pricing issues, and operational inefficiencies that are costing your business money. 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. Services include structured review of financial data, identification of opportunities and risks, and advisory support to help you evaluate options and potential next steps.
Tax Strategy & Preparation
Ensure your business structure and filings support profitability and long-term growth. Tax preparation services begin at $150 for individual returns. 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.
Notice Assistance & Audit Preparation
Accurate, stress-free filing once your business is properly optimized. Services begin at $200 for basic IRS notice assistance. 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.
I only take a limited number of new clients each month to keep work hands-on and effective.
Principled Judgment
You Can Trust.
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.
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.
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.
Free Business
Performance Assessment.
Before we work together, I want to understand your business. The assessment is complimentary, focused, and designed to give you real takeaways—whether or not you become a client.
- Review of your current business situation
- Identification of key financial issues
- Actionable next steps you can implement immediately
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.
Let’s Work Together.
Work with a business consultant who solves real problems and gets your finances right the first time.
Business consulting, tax strategy, audit support, and financial clarity—handled personally, start to finish.