Need a gut check on your taxes? bookkeeping?

Wondering if you're doing things right — or if it’s time for some outside help?

If you’ve got a tax issue (or think you might), this quick call will help you figure out where you stand. We’ll review your questionnaire, talk through your biggest concerns, and I’ll help you understand your options — without shame, stress, or financial jargon.

This is the first step in my IRS-Ready Method™ — a proven approach to helping business owners and self-employed professionals resolve tax issues and stay out of trouble with the IRS.

Here’s What to Expect:

This no-cost, no-pressure session is not about fixing your taxes on the spot. It’s about:

✅ Reviewing your responses
✅ Understanding the root issue
✅ Giving you a clear sense of your next best step

👉 Important: This call is for general direction only.

If you need personalized guidance or a full action plan, I’ll share options for scheduling a paid tax strategy session or tax resolution package at the end of our call.

No commitments, no pressure — just a chance to get a clear understanding of what’s happening and what your options are. This no-cost 20-minute call is your chance to get clarity on where your tax situation and business bookkeeping need stands, where things might be off, and what your next move should be. We’ll walk through a few quick questions together to better understand your setup and goals — and then we’ll point you in the right direction.