Services
Expert Tax & Financial Solutions
I provide business consulting for individuals and small businesses that need clear financial structure, disciplined decision-making, and documentation that holds up. My work focuses on cash flow clarity, cost control, tax-aware planning, and operational alignment—so financial decisions are intentional, not reactive.
Tax preparation and audit support are integrated into that broader financial picture. I prepare accurate, well-documented returns and assist clients in organizing records and responding to tax notices, with an emphasis on consistency, compliance, and defensibility.
Whether you are launching, stabilizing, or refining a business, I offer practical, situation-specific guidance—not generic advice. Every engagement is tailored to your actual numbers, constraints, and goals.
All services are delivered through a secure, remote-first process with encrypted document submission and direct communication. Confidentiality, professionalism, and precision are standard—not add-ons.
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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.
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.
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.
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.