Heart, Mind & Money

TAX Strategy
for business & lifE

Professional tax strategies and education to maximize your return and mindset coaching to attract the clients and grow your wealth.

Are you a Salon Owner or Stylist Feeling . . .

  • Overwhelmed about all things TAX related

  • Panicked about the thought of preparing your taxes

  • Confused about where all your money is going

  • Making no progress on your wealth goals

You and Your Money


are worth more

Get the most out of your money while transforming your mindset to grow your business and your wallet.

Are you
S.A.W.S.C.E.Y.

?

S - Smart / Strong

A - Artistic / Abundant

W - Wealth of Ideas

S - Sexy & Savvy

C - Creative

E - Entrepreneurial

Y - Yearn to Express

How It Works

  • Text or Book an Appointment with Bill

  • Learn if we are a good fit to work together

  • Get Your Share of Tax Candy & Gain Peace of Mind Around Your Money & Taxes

About Bill

My great passion is to help people become educated and financially free.

My intention today is to show you how.

  • I am a Personal Development and Transformational Coach who happens to be a financial expert.

  • I am a recovering accountant and financial advisor.

  • I have over 30 years of experience as a tax expert and financial advisor specializing in Fashionistas

I’m the guy who . . .

  • Wants to help you get to the next level financially.

  • Can show you how to make taxes and inflation your friend.

  • Has learned how to recover from CPTSD and thrive.

I’m Uncle Billy to 23 nieces, nephews, grand nieces and grand nephews and one great grand nephew with a great grand niece due in October.

On June 6th, D-Day we celebrated 37 years of marriage.

What Bill’s Clients Are Saying

~ Sheri Doss, VP Education, Redken

~ Siddeequah (Sid) Ra’oof
Director of Education, Redken

~ Siddeequah (Sid) Ra’oof

“Bill was and is the financial services expert that I didn’t know I needed. The personalized service and counseling regarding my tax needs has been nothing short of amazing.

As a semi-retired hairdresser, with considerably complicated tax needs, Bill helped me get my tax concerns alleviated in record time. I have been consulting with Bill for well over 10 years. Not only do you get assistance with a variety of financial services,

Bill also gets to the core of the mindset regarding money, and how it impacts your overall financial health in the long run. The extensive knowledge and awareness of the tax codes, etc. and how it directly affects individual taxpayers (especially those of us with multiple sources of income) is par none.

I’ve had preparations and counseling through other services; however none have compared to Bill. If you are looking to develop, grow, and maintain your financial acumen look no further.”

PEAK Advisors, Planning, Education, Advice & Know-How

My hope is to be your go-to guy for financial related issues. Click to see our services and how we can help you with all your financial needs.

Work with Bill