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PHOENIXFINANCIAL COACHING
All services

No scramble in April

Tax Preparation

Business and personal returns prepared by someone who has already been in your books all year. Nothing to gather, nothing to reconstruct at the last minute — it's simply ready.

from $400 per return

What you'll gain

Real outcomes, not just numbers

  • No frantic January hunting for receipts and statements
  • Returns prepared from books that were right all year
  • Fewer surprises, because we've watched the numbers all along
  • One relationship for the whole picture instead of three

What's included

  • Business return preparation
  • Personal return preparation
  • Year-round planning conversations, not just filing season
  • Coordination with your bookkeeping so nothing gets rebuilt twice
  • Straight answers about what you owe and why

Best for: Small business owners and individuals.

Once the books are clean

The numbers start telling you something

Accurate books are the starting point, not the finish line. When you're ready to talk about what they actually mean — your pricing, your margins, the slow season, the next hire — Meagan and Brian sit down with you and work through it together.

Learn about Consulting

Ready to hand off the books?

Your first consultation is free and pressure-free — even if you're months behind. Let's find out where you stand.