No matter where you are in your journey - whether you’re just getting started, playing catch-up, or leveling up, your situation is unique. That’s why our first step is always a conversation.
On our discovery call, we’ll talk through your goals, stressors, and financial reality — and then we’ll figure out which service(s) fit best, and what you actually need to move forward with clarity, confidence, and control.
NOT SURE WHICH SERVICE FITS? LET’S TALK!✨
Let’s be honest… finances are never one size fits all.
BUSINESS & FINANCIAL COACHING
BUSINESS & FINANCIAL COACHING
Tired of going at it alone?
Feel like you’re drowning in tasks, overwhelm and decisions — with no roadmap and potentially even no life line?
It might be time for a go-to financial guide, business strategist, and mindset coach.
We'll work together to help lead you — and your business (or money) — toward your version of success, whatever that looks like for you.
Through this coaching partnership, you'll be able to:
Build the confidence you need to achieve the life and business/money you actually want
Optimize your time, money, decisions, and energy
Manage stress, overwhelm, and burnout before they manage you
Understand your numbers like a boss — from profits to payrolls to taxes
Ensure that your business and all of it’s accounts/systems are running efficiently and set up properly
Implement tax strategies and financial structures that actually save you money (hello micro tax planning and big-picture planning!)
Build sustainable, scalable systems that support real growth
Create a mindset and workflow that keeps you thriving instead of just surviving
This isn’t just coaching — it’s leveling up, literally.
Service Includes:
Monthly 1-on-1 Coaching Calls (number chosen by client)
Email Support Throughout the Month for Questions, Wins, and Strategy Tweaks
Customized Guidance Tailored to Your Business, Financial Goals, and Lifestyle
Optional Micro-Tax Planning and Financial Health Check-Ins Along the Way
Business Structure, Workflow, and Strategy Support
Mindset Shifts for Sustainable Growth and Success
If you're ready to finally feel in control, confident, and clear about your business and finances — this is for you.
full y ear cpa
Package includes:
Client Onboarding and Initial Meeting/Consultation
Prior Year/Preparer Tax Return Review
Tax Preparation, Strategizing, Advising and Planning for the year (handcrafted tax strategies based on clients wants and needs) for 1 Personal & 1 Business Return(entities/returns can be added for an additional fee)
Quarterly Income Tax Estimate Calculations
Quarterly Pass Thru Entity Calculations
Semi-Annual Review of Financial Statements
Semi-Annual Review of Officer Compensation
Quarterly Zoom Meetings
Monthly Bookkeeping & Account Reconciliations
Client Goals Tracking; Access to our professional network
Correspondence throughout the year via email/text
Annual Filing of 1099’s
Monthly Sales Tax Filings & Reporting
Collaboration with attorneys, service providers, financial advisor, etc.
Annual Board of Advisor Meeting Minutes, Yearly Accountable Plan Documentation Added
Tax Research on Complex Issues Will Be Charged at an Hourly Rate after 5 Hours Annually
Support in your business throughout the year
For the busy biz owner (or overwhelmed individual) who wants it handled — from taxes to strategy to compliance.
For the visionaries who want it all - this is the ultimate package for those who crave comprehensive insight and expert guidance to crush their business and/or life goals.
tax preparation only
Package includes:
Tax Preparation
E-Filing of Federal & State Returns
Overview; Making sure no credits/deductions are missed before filing
For the movers & shakers who want to get in and out, and get $hit done.
everything else:
FEDERAL & STATE INCOME TAX FILINGS & PREPARATION
FEDERAL / STATE TAX RESOLUTION
CFO SERVICES & ADVISING
BOOKKEEPING/BOOKKEEPING CLEAN-UP
CANNABIS/PSYCHEDELIC BOOKKEEPING & ACCOUNTING
QUARTERLY TAX ESTIMATE CALCULATIONS
PAYROLL
SALES/USE/EXCISE TAX
BENEFICIAL OWNERSHIP INFORMATION REPORT FILING
BUDGETING & FINANCIAL GOALS - TRACKING & UPDATES
INCOME/EXPENSE TRACKING
MONEY MINDSET COACHING
FINANCIAL COACHING
BUSINESS COACHING
TAX, BUSINESS & ACCOUNTING EDUCATION
COMPLIANCE FILINGS
TEXT REMINDERS
BACK TAX FILINGS
ENTITY SETUP & COMPLIANCE
HOLISTIC STRATEGY & SUPPORT
FULL YEAR CPA SERVICE
please read our fulfillment and refund policy:
At Tinkler Professional Accounting Services, we are committed to providing high-quality financial and tax services tailored to your needs. Please review our fulfillment policy, including details on refunds and cancellations, before making a purchase.
We offer tax preparation, business advisory, accounting, and consulting services. Our services are provided digitally or in person, depending on the engagement. Due to the nature of our work, all sales are final once services have begun. If you cancel before work begins, a full refund may be issued, minus any administrative or processing fees. Due to the nature of digital downloads and educational content, all sales are final. No refunds will be issued once the product has been accessed or downloaded. If you experience issues accessing a product, please submit a contact us form on our website, send us an email, or reach out to us on social media and we will ensure you receive your purchase. Membership fees are billed on a recurring basis. Cancellations must be made before the next billing cycle to avoid charges. Refunds are not provided for previous billing cycles. If you need to cancel or reschedule a booked session, please do so at least 24 hours in advance to avoid a late cancellation fee. No-shows or same-day cancellations may forfeit any deposit or prepayment made. If a refund is approved, it will be processed within 7-10 business days to the original payment method. Processing times may vary depending on your bank or payment provider. By purchasing our services, you agree to the terms of this Fulfillment Policy.