
Flexible support for your tax needs,
—year-round.
Nice to meet you. I’m Mae!
MY YEARS OF EXPERIENCE AS A CPA AND CFO FOR MULTI-6 AND 7 FIGURE ENTREPRENEURS PREPARED ME TO GUIDE YOU THROUGH YOUR TAXES WITH EASE AND GRACE.

We all know that taxes can get complicated,.. especially when your business is growing.
That’s why I’ve created flexible support for your tax needs year-round.
All packages include…
Tax Planning
Tax planning involves analyzing your financial situation to minimize your tax liability, but not at the cost of your future plans!
Let’s make a plan!
Answers When You Have Questions
Have questions about tax write offs, estimated payments, or something related to your taxes?
We’re just a secure message away!
Organized & Secure Storage
You’ll have a dedicated and secured online portal for uploading tax documents, making it easy to securely send us information!


Tax Packages
Creator
Our Creators are looking to build a solid foundation for their business to grow.
You’ve started your business and you’re looking to going from good to great! You know that a little guidance can help make that outcome happen.
● Quarterly check in calls for realignment
● Quarterly estimated payments
● Paycheck withholding review
● Year-End Tax Strategy Session
● Secure portal for document uploads
Innovator
Our Innovators are looking to simplify and streamline, in an efficient and straightforward way.
Your business is growing and you’re looking to strategize. What would it take to be more, do more, have more, without sacrificing more?
● Monthly strategy calls to ensure alignment
● Quarterly estimated payments
● Paycheck withholding review
● Year-End Tax Strategy Session
● Secure portal for document uploads
