Everything Your Business
Needs to Launch, Operate,
and Grow.
I help individuals, small businesses, nonprofits, and new business owners get organized, make better financial decisions, prepare accurate filings, respond to notices, recover missed revenue, and build stronger systems from the ground up.
15 minutes • No fluff • Actionable insights
Built for Business
Owners Who Want
Results.
If any of these sound familiar, we should talk.
- You’re launching a new business and need a professional foundation
- You’re losing leads from missed calls, slow follow-up, or a weak website
- You need clearer numbers, stronger decisions, and practical financial direction
- You need accurate tax filing, organized documentation, or notice support
Three Steps to
Financial Clarity.
Assessment
We review your business, revenue, systems, and current setup to understand where you stand today.
Identify Problems
I pinpoint where you’re losing money, missing leads, or operating inefficiently—with data, not guesswork.
Build & Optimize
You get clear next steps—or I help implement them. From launch to growth to filing, you leave with a plan.
New Business Launch & Web Design
For new or growing businesses that need a professional website, SEO foundation, intake flow, and stronger business structure. I build websites that convert, design lead capture systems, implement SEO strategy, and help you launch with a foundation built for growth—not just a pretty page.
Inbound Lead Recovery & Revenue Systems
For service businesses losing opportunities from missed calls, slow follow-up, weak intake, or poor website conversion. I review your missed call and lead response process, audit your website for conversion gaps, design appointment request systems, build follow-up processes, and conduct revenue recovery analysis to show you exactly where money is falling through the cracks.
Small Business & Nonprofit Financial Consulting
For owners and nonprofit leaders who need clearer numbers, stronger decisions, and practical financial direction. Services include financial review and performance analysis, budgeting, pricing, and cash flow guidance, revenue leak and cost control review, strategic planning support, and nonprofit financial organization. I provide disciplined analysis, strategic insight, and practical guidance grounded in your actual financial context.
Tax Preparation & Tax Appointments
For individuals and small businesses that need accurate filing, organized documentation, and tax-aware guidance. Tax preparation services begin at $150 for individual returns. I provide accurate tax preparation with an emphasis on compliance with federal and state regulations, remote tax appointments for convenience, thorough document review, and proactive tax planning conversations designed to help you understand legitimate opportunities consistent with current law.
Audit Support & Notice Documentation
For individuals, businesses, and nonprofits that need organized, accurate documentation for notices, audits, or compliance reviews. Services begin at $200 for basic IRS notice assistance. I help with IRS and state notice organization, audit preparation support, financial record review, document gathering, and structured written materials that support your position with taxing authorities, lenders, or grantors. This is non-representational support focused on preparation and documentation.
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 and systems
- Identification of key financial and operational 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 builds systems, solves real problems, and gets your finances right the first time.
Business launch, lead recovery, financial consulting, tax strategy, audit support—handled personally, start to finish.