We can aid you in your taxes, with a personalized intake process. We will help you get the largest refund, and assist small businesses in the complex self-employment tax process.

We learn about your goals, grow your financial literacy, and help you save for the things that matter. We plan — and help keep you on track.

Taxes and budgets are part of the bigger financial health picture. If it’s worthwhile to you to get a plan, and be held accountable by a coach-buddy figure, Kandra is here to help.