Our Services
Comprehensive financial solutions designed to empower individuals, families, and small businesses — from tax preparation to wealth-building education.
Accurate. Thorough. Stress-Free.
We handle every type of return — from simple W-2 filings to complex multi-state and business returns — so you can file with confidence and keep more of what you earn.
Individual Tax Returns
W-2 employees, retirees, and all personal filings
Self-Employed / Freelancer
Schedule C, 1099 income, gig economy workers
Small Business Returns
Sole proprietors, LLCs, and small business owners
S-Corp Tax Returns
Form 1120-S for S-Corporation shareholders
Partnership Returns
Form 1065 for business partnerships
Rental Property Returns
Schedule E, rental income and expense reporting
Amended Returns (1040-X)
Correct errors or claim missed deductions
Multi-State Returns
Filing across multiple states with ease
IRS Notice Assistance
Received a letter from the IRS? Don't panic. We help you understand what the notice means, what action is required, and how to respond — protecting you from unnecessary penalties and stress.
Your Money. Your Goals. Your Plan.
Our coaching sessions give you the knowledge, tools, and accountability to take control of your finances and build lasting wealth.
1-on-1 Coaching Sessions
Personalized sessions tailored to your unique financial situation, goals, and challenges.
Budgeting & Cash Flow
Build a realistic budget and master your monthly cash flow to stop living paycheck to paycheck.
Debt Payoff Strategies
Proven methods like the avalanche and snowball approaches to eliminate debt faster.
Savings & Emergency Funds
Create a savings plan and build a 3–6 month emergency fund for financial security.
Wealth-Building Fundamentals
Learn the principles of investing, asset building, and long-term wealth creation.
Build Credit. Open Doors.
Your credit score affects your ability to buy a home, get a car, and access capital. We help you understand, improve, and protect your credit profile.
Credit Score Analysis
Deep-dive into your credit report to identify what is helping and hurting your score.
Credit Report Review
Line-by-line review of all three bureaus — Equifax, Experian, and TransUnion.
Dispute Strategy Guidance
Step-by-step guidance on disputing inaccurate or unverifiable items on your report.
Credit-Building Roadmap
A personalized action plan to build and maintain excellent credit over time.
Plan Ahead. Pay Less.
Tax planning isn't just for the wealthy. We teach you how to think proactively about taxes so you can make smarter financial decisions all year long.
Proactive Tax Strategy
Work with us throughout the year — not just at tax time — to minimize your tax liability legally.
Year-Round Tax Planning
Quarterly check-ins and adjustments to keep your tax strategy aligned with life changes.
Deductions & Credits
Understand every deduction and credit available to you so you never leave money on the table.
Ready to Take Control of Your Finances?
Schedule a free consultation and let's talk about where you are, where you want to be, and how Epic Toning can help you get there.
- No obligation — completely free
- Personalized to your situation
- Available by phone or email
- Serving Randolph, MA and clients nationwide