Who We Serve

We work with service-based businesses, with deep experience supporting Black women-owned businesses building generational wealth.

Individuals

Tax Compliance: Preparation of current and past tax returns
Tax Resolution: Support when the IRS comes knocking
Tax Advisory: Guidance on tax questions, including ways to lower your future tax bill
Tax Education: Online and in-person courses, coming soon

Business Owners

Bundles

Wrap-Around Services: Bookkeeping, Business Advisory, and Tax Compliance
Tax Consulting: Tax Advisory and Tax Compliance

À la Carte

Tax Compliance
Tax Advisory
Education

We work collaboratively to keep you compliant, no matter how often tax law changes.
We serve clients in our home base of Denver and across the United States.

Experience the difference a Tax Consultant can make for your life.

Proud member of the Greater Arvada Chamber of Commerce logo with stylized geometric mountain design
A circular badge with a dark blue border and inner circle, containing the text 'CTR Certified Tax Representation Consultant' in blue and white.
Badge with text 'Admitted to Practice Before the IRS' and 'Enrolled Agent' in bold.
Authorized IRS provider logo with IRS e-file badge.
Gold badge award for the ProAdvisor Program from QuickBooks, with the QuickBooks logo and text.
Blue square sign with white text that reads 'NAEA Member'.
NATP logo with 'Member' above and 'National Association of Tax Professionals' below

What We Do

Relationship accounting puts you and your business at the center of the engagement, not the deliverable. Your finances tell the story of the journey you've taken since day one, and we want to know that story.

That means unlimited access to a consultant who knows your business, your mission, and your goals, and who's available when the questions that matter most come up. We pair that with data-driven insight and steady guidance through an ever-changing tax landscape, so you're never afraid to ask a question or worry that something will fall through the cracks.

Wealth takes planning. We manage your financial health with consistent expertise and personalized attention, all year.

How We Serve

  1. We Get To Know Each Other:
    Your consultation request helps me to learn about you or your business. An is followed by a focused 15 minute consultation where we learn about your mission and values to make sure we’re the right fit for each other.

  2. We Build Your Roadmap:
    Tax Prep, Tax Advisory, Bookkeeping or all three - your services are structured around your goals, not a one size fits all package.

  3. We Plan Together, All Year:
    Wealth takes planning - and planning doesn’t stop in April. We’re in your corner every month, not just tax season