be well & heal
Personalized U.S. 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.
Specializing in U.S. Taxes for:
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.
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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®)
✔️ Certified Fraud Examiner (CFE)
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.
Investments That Give Back™
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Every service you invest in—whether it’s tax prep, financial coaching, or a group program—helps someone else access the support they need.
When you work with us, you’re not just investing in your own financial wellness — 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.
Specialized Tax Resources
Foreign Earned Income Exclusion (FEIE), housing exclusion/deduction, FBAR, estimated taxes, and self-employment taxes while living abroad.
Support with business setup, accounting & bookkeeping, quarterly taxes, deductible expenses, budgeting, and year-end tax prep.
Foreign Earned Income Exclusion (FEIE), career transitions, financial steps during uncertain times, tax planning after layoffs.
Military Spouse Residency Relief Act (MSRRA), state tax residence, Foreign Earned Income Exclusion (FEIE), and FBAR reporting.
📣 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.
🕒 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
CONTACT US
Tel. 407-305-0823
info@bewellfinance.org
1317 Edgewater Dr #6378
Orlando, FL 32804
© 2025 Be Well & Co. Financial Consulting,
a division of Be Well & Heal LLC
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