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Personalized Tax Prep & Strategy
That Gives Back

Filing with peace of mind - and purpose.

We provide personalized tax preparation, planning, and advisory services designed to help individuals and small businesses save money, stay compliant, and reduce stress. With expert guidance and a wellness-focused approach, we're here to support your financial peace of mind—every step of the way.

As a social enterprise, we reinvest in community wellness and economic equity. With every return we file, we're helping build a healthier, more financially empowered future for all.

Current Promotions

Tax Support That Meets You Where You Are

Federal & State Tax Preparation
For W-2 earners, self-employed professionals, digital nomads, and multi-state filers. Late filings and amendments welcome — no judgment.

U.S. Taxes for Expats & Digital Nomads

Living abroad doesn’t exempt you from filing—but it does make things more complicated. We specialize in helping U.S. citizens and green card holders stay compliant while maximizing exclusions, credits, and treaty benefits—no matter where in the world you call home.

Tax Advisory & Strategic Planning
Year-round guidance to reduce your tax burden and build smart systems. Perfect for freelancers, entrepreneurs, and global professionals.

Bookkeeping & Compliance

Accurate books and stress-free systems to keep you audit-ready and in control. Ideal for self-employed creatives, small business owners, and anyone who'd rather not DIY their finances.

Hi, I’m Courtney Mallow—an IRS-registered tax preparer and Certified Tax Strategy Specialist who specializes in helping U.S. taxpayers living in the U.S. and abroad with simple, compliant, stress-free tax filing.

Book a Free Call

Credentials You Can Trust

You Deserve More Than Just a Tax Preparer

✔️ IRS Registered Tax Preparer
✔️ Certified Tax Strategy Specialist

✔️ Certified Personal Financial Wellness Consultant℠ (CPFWC℠)
✔️ Certified Financial Education Instructor℠ (CFEI®)

✔️ Certified Financial Literacy Professional (CFLP®)

I combine technical excellence with a heart-centered approach to tax preparation and financial strategy. Whether you're ahead of the curve, catching up, or starting from scratch — I’m here to guide you with clarity, compassion, and confidence. For finance support beyond taxes, explore our financial coaching options.

All services are delivered in compliance with IRS Circular 230, FTC truth-in-advertising guidelines, and IRS ethical standards.

Returns that Give Back Program

For every 5 tax returns prepared, we donate a free financial coaching session to someone in need. When you work with us, you’re not just filing your taxes—you’re empowering someone else’s journey toward financial stability.

Because financial wellness should be accessible—for everyone.

Find out more about our financial coaching options.

📣 Early Bird Booking for 2025 Is Open!

Get ahead of tax season and secure your spot early.

Book your 2025 tax prep in advance and enjoy priority scheduling, personalized planning support, and peace of mind heading into the new year.

Limited spots available—reserve yours today.

SEE CURRENT PROMOTIONS

🕒 Behind on Taxes? Let’s Catch Up — and Get Ahead.

Book our 2024–2025 Tax Prep + Advisory Special and save more than $400.

Client Testimonials

As a digital nomad working across multiple countries, I had no idea I was eligible for certain tax benefits—and honestly, I was overwhelmed just thinking about filing.

Courtney not only made the process incredibly easy, but she also discovered that I had been overpaying for years. Thanks to her thorough review and expert guidance, I recovered nearly $50,000 in taxes I didn’t even know were owed to me. She knows the tax system inside and out, and I trust her completely with my finances now.

Bob C., USA