Financial services that actually get gig work

Three connected services designed to help you pay less in taxes today, keep more of what you earn, and build lasting wealth.

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Tax Preparation

Expert filing for freelancers, contractors, and gig workers. We handle the complexity of multiple 1099s, quarterly estimates, and self-employment taxes so you can focus on earning.

  • ✓ Multiple 1099 income reconciliation
  • ✓ Schedule C preparation and optimization
  • ✓ Self-employment tax calculation
  • ✓ Home office and vehicle deductions
  • ✓ Quarterly estimated payment setup
  • ✓ IRS audit support included

Starting at

$299
For simple 1099 filings. Complex returns quoted after consultation.
Book a Consultation
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Tax Planning

Year-round strategy, not just a once-a-year scramble. We proactively find ways to reduce your tax burden through entity structuring, retirement optimization, and smart timing of income and expenses.

  • ✓ Entity structure analysis (LLC, S-Corp evaluation)
  • ✓ Estimated payment optimization
  • ✓ Retirement contribution strategies (SEP IRA, Solo 401k)
  • ✓ Income timing and deferral strategies
  • ✓ Quarterly tax planning reviews
  • ✓ Deduction maximization roadmap

Starting at

$499
Annual planning engagement. Includes 4 quarterly check-ins.
Book a Consultation
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Estate & Wealth Building

Generational wealth doesn't happen by accident. We help self-employed workers protect their assets and create lasting financial legacies with wills, trusts, and long-term wealth architecture.

  • ✓ Will and trust creation
  • ✓ Asset protection strategies
  • ✓ Beneficiary and succession planning
  • ✓ Insurance needs analysis
  • ✓ Long-term wealth accumulation strategy
  • ✓ Annual estate review and updates

Starting at

$799
Comprehensive estate plan. Includes annual review.
Book a Consultation

Not sure which service you need?

Book a free 15-minute consultation and we'll help you figure out the best place to start.

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