Intake Form

We partner with solopreneurs with a passion for wellness. We provide tax services for all my monthly or quarterly accounting clients. Please note that we do not service non-profits. Check out our services page to see the details of these services! Ready to feel empowered and in control of your books and taxes? *

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Sign up to receive tax & accounting tips. You will receive a maximum of one email per month.

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Transparency is important to us. The minimum annual fees for ongoing services start at $1,800 Clarity Consultations and $4,200 for Monthly Services. Are you prepared to make a commitment to that investement? *

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To reserve your appointment your debit or credit card is required. A nonrefundable 'no show' fee of $50 will be charged if you do not cancel or reschedule your appointment 24 hours in advance. *

Select 'Yes' to acknowledge our policy.

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Secure Payment *

You will be billed $0.00 to schedule. A valid card is required to complete booking.

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