Business & Tax Consultations

Whether you're preparing for growth, facing a financial decision, or simply want expert guidance before taking your next step, our Business & Tax Consultations are designed to give you clarity, direction, and confidence.

What You Get

Clarity Before Action

We’ll explore your current situation and goals so you can make smart business or tax-related decisions—before locking into any changes.

Expert Eyes on Complex Issues

With experience serving over 25 industries, and a specialized focus on licensed professionals in the mental health and wellness space, you’ll receive professional insight tailored to your unique challenges.

Tax & Compliance Strategy

We’ll review your current structure, records, and processes to identify risks, missed deductions, or areas of non-compliance—and help you understand what to fix.

Tailored, Not Generic

Every consultation is customized. You’ll leave with practical recommendations that make sense for your practice—not generic advice.

Pathway to Ongoing Support

If you’re a good fit for continued services, we can discuss options like the Total Harmony Package—though there’s never any pressure.

Common Topics I Help With

- Choosing or reviewing your business entity structure (LLC, S Corp, etc.)
- Understanding quarterly taxes and bookkeeping setup
- Hiring and payroll considerations
- Preparing for practice growth
- Navigating tax notices or compliance issues
- Understanding what financial data to track

Need Help Making a Smart Business or Tax Move?

Request Your Consultation