Expected Launch: January 2027

Why Tax Preparation?

At Grace & Goals, I believe taxes are just one piece of your financial story.

My goal is to help individuals, couples, and small business owners make wise financial decisions all year long—not just during tax season.

That's why I'm expanding my services to include tax preparation.

More Than Just Tax Preparation

At Grace & Goals, I believe your tax return is only one chapter of your financial story.

Whether you're starting a business, getting married, buying your first home, or simply trying to make smarter financial decisions, my goal is to help you build financial confidence all year long.

Tax preparation is simply another way I can serve you.

Planned Tax Services

I plan to begin by serving many common individual tax situations, including:

✔ W-2 Employees

✔ Retirees

✔ Families

✔ Investment Income

✔ Many Sole Proprietors / 1099 Contractors

✔ First-Time Homebuyers

✔ Young Families

As my education and experience continue to grow, additional tax services may be added over time.

Money Doesn't Happen One Season at a Time

Most tax professionals see you once a year.

At Grace & Goals, my hope is to walk alongside you through life's financial milestones—from budgeting and financial coaching to tax preparation and beyond.

Whether you're paying off debt, getting married, starting a business, buying your first home, or planning for the future, my goal is to help you make wise financial decisions every step of the way.

Tax preparation services are being added thoughtfully through professional education and mentorship to ensure clients receive quality, accurate service.