Welcome to
Next Level.

Business Consulting

Strategic, hands-on support for entrepreneurs who are launching, organizing, strengthening, or preparing to grow a business. We review where your business stands today, identify gaps that may be holding you back, and build a practical plan around your goals, stage of business, and future direction.

Business consulting may include:

• Business startup and structure guidance, including foundational setup and readiness
• EIN, business identity, business banking, and operational organization review
• Business credit-building strategy, vendor-account planning, and profile development
• Funding-readiness review and preparation for financing opportunities
• Review of business credibility factors such as address, website, contact information, and professional presentation
• Guidance on strengthening the business profile before approaching lenders, vendors, or funding sources
• Growth strategy, service positioning, pricing conversations, and project planning
• Startup, nonprofit, and business-compliance organization support when applicable
• A personalized action plan outlining priorities, next moves, and recommended steps for your business

Every consulting engagement is tailored to the business. Funding, approvals, credit limits, and specific results are never guaranteed.

Personal Credit Repair

Personalized credit support designed to help you understand what is reporting, identify areas that may need attention, and create a more intentional strategy for your credit goals. Because every credit profile is different, the process is based on your actual reports, current accounts, and the outcome you are working toward.

Credit services may include:

• Authorized review of your credit reports and current credit profile
• Identification of potentially inaccurate, incomplete, outdated, or questionable reporting
• A personalized action plan showing which areas should be prioritized first
• Eligible dispute-letter preparation and assistance with the dispute process
• Guidance on utilization, balances, payment history, and account-management habits
• Education on the credit factors that may be affecting your overall profile
• Recommendations for strengthening positive reporting and protecting progress
• Progress reviews and service updates for clients enrolled in ongoing service
• Goal-based guidance for clients preparing for a future mortgage, vehicle purchase, or other major financial milestone

Credit results vary by individual profile. No deletion, score increase, approval, or specific timeline is guaranteed.

Personal & Business Tax Preparation

Organized, client-focused tax preparation for individuals, families, self-employed clients, and business owners. The goal is to make the filing process easier to understand, help you get your documents in order, and prepare your return carefully based on the information and tax documents you provide.

Personal and business tax preparation may include:

• Personal federal and state income-tax return preparation
• Business and self-employment tax return preparation
• Review and organization of W-2s, 1099s, business income, expenses, and supporting documents
• Document-readiness guidance so you know what is still needed before preparation begins
• Review of filing status, dependents, deductions, and tax credits when applicable
• Support organizing business-related income and expense information for tax preparation
• Clear communication about missing information, filing steps, and return status
• Electronic filing support when available and appropriate
• Year-round document-organization guidance to make future tax seasons easier to manage

✦ REFUND ADVANCES UP TO $6,500 MAY BE AVAILABLE

Tax preparation is based on the documents and information provided by the client. Refund advances are subject to eligibility, lender approval, program terms, and availability and are not guaranteed. Eligibility for deductions, credits, refunds, or other tax outcomes depends on the client's individual circumstances.

General Consulting & Document Support

Flexible, project-based support for clients who need help organizing an idea, creating a plan, preparing professional paperwork, or working through a personal, business, career, or financial goal. This service is designed for needs that do not fit neatly into one of the other service categories.

General consulting and document support may include:

• One-on-one strategy sessions for personal, business, career, or financial goals
• Goal setting, action planning, accountability, and next-level strategy
• Business decisions, project planning, administrative organization, and workflow support
• Professional document preparation, formatting, and presentation assistance
• Resume, career-document, and professional-profile support when requested
• Administrative document-preparation support for wills, deeds, and real-estate paperwork
• Research, organization, checklists, and project planning for special client needs
• Customized consulting packages for projects that require a more tailored scope of work

Document support is administrative in nature and does not replace legal, financial, or other licensed professional advice when such advice is required.