
📊 Tax Services
Personal & Business Tax Preparation
IRS Amendments (1040-X Corrections)
Prior-Year Filing
Reimbursement for penalties & interest
💳 Credit & Debt Solutions
Credit Repair
Dispute Support & Rebuilding Plans
Debt Restructuring & Payoff Strategy
🏦 Loan & Grant Support
Personal Loan Application Assistance
Business Loans & Micro-Grant Packaging
Government Grant Guidance
📈 Investment & Growth Guidance
Intro to Budgeting & Investment Basics
Portfolio Strategy Referrals (Non-Advisory)
Retirement Account Setup Support
Real Estate
🏠 Mortgage & Homeowner Prep
Full Application Package Support (W2s, Letters, Docs)
Rent-to-Own & First-Time Buyer Coaching
Net Income & DTI Review
Support for FHA/VA/Second Mortgage Readiness
📂 Estate & Legal Document Preparation
Will & Trust Drafting Support
Power of Attorney & Advance Directive Templates
Affidavits & Statement Letters (for family, property, etc.)
Document Prep for Legal Aid or Court Filing
📋 Business & Branding Essentials
DBA & LLC Setup Assistance
EIN, Operating Agreement & IRS Setup
Basic P&L Statements for Self-Employed
Invoicing Templates & Grant/Loan Docs
🗝️ Property Hosting & Rental Prep Services
Airbnb Setup & Hosting Guidance
Rental Pricing Strategy & Market Research
Tenant Screening Sup