Smart Money Made Simple

Simple, professional support for your money — and your taxes.

Smart Money Made Simple provides tax preparation, tax planning, and practical financial tools for individuals and small business owners who want clarity, not confusion.

What I help with

Tax support that meets you where you are

Whether you’re filing as an individual or managing income from multiple sources, I offer straightforward tax preparation and planning with clear next steps — no confusion, no guesswork.

  • Individual and small business tax preparation

  • Personalized tax planning and guidance

  • Support for income from multiple sources (W-2, 1099, side income)

Simple. Professional. No fluff.

THE PROCESS

What working together looks like

I guide you through each step of the tax process — from your initial consultation to filing — so you always know what’s needed, what’s next, and when to expect results.

  • Free consultation to understand your tax situation

  • Secure document checklist and clear timeline

  • Review, filing, and next steps explained

No fluff. No duplicates. No buzzwords.

ADDITIONAL OPTIONS

More ways to get support — on your terms

If you’re not ready for one-on-one tax services, I also offer simple personal and small-business financial tools you can use on your own — plus trusted tax software options for DIY filers.

Option 1 - EtsyPractical financial templates and tools for budgeting, tracking, and planning — designed to be simple and actually usable.

Option 2 – File on Your Own (FreeTaxUSA)Prefer to file on your own? Use my trusted tax software recommendation and file confidently.

NEXT STEPS

Let’s make your next move simple

Whether you’re ready to book a consultation or just exploring your options, you can move forward in a way that feels right for you.