Professional. Trustworthy.

Detail-Oriented.

Finalizing important documents should never feel overwhelming. Whether it’s a business contract, a real estate closing, or a personal affidavit, notary services demand precision, confidentiality, and care. At Well Kept Advisory, we make the process seamless, secure, and stress-free—so you can move forward with confidence.

We Know Notary Work. We Know What’s at Stake.

With experienced notaries and a client-first approach, we ensure every signature, seal, and verification meets legal requirements while protecting your privacy. Our flexible options—whether in-office, mobile, or digital where permitted—are designed to fit your schedule and simplify the process.

Here’s how we support your needs:

• Document Authentication – Certifying signatures and verifying identities with precision

• Loan & Real Estate Closings – Smooth transactions for mortgages, deeds, and property transfers

• Business Agreements – Notarized contracts, partnerships, and corporate filings for entrepreneurs and organizations

• Personal Documents – Affidavits, powers of attorney, wills, and more handled with care and confidentiality

• Mobile Notary Options – Flexible appointments at your home, office, or preferred location

Your Documents Deserve Trusted Guidance

Notary services are more than stamps and signatures—they’re about protecting your interests. With Well Kept Advisory, you gain a professional partner who ensures accuracy, safeguards confidentiality, and helps you understand every step of the process.

When the IRS Comes Calling, We Stand With You

Audits happen. But with the right support, they don’t have to shake your confidence or disrupt your life. Whether you’re an individual or a business owner, facing an audit can feel intimidating—but you don’t have to face it alone.

At Well Kept Advisory, we bring calm, clarity, and deep expertise to every audit situation. With a strong command of tax law and regulatory procedures, we provide strategic representation that protects your interests and restores your peace of mind.

What We Cover

We offer comprehensive audit support tailored to your situation:

• Income Tax Audit Representation – We handle IRS and state income tax audits with precision and professionalism.

• Sales & Use Tax Audit Representation – We guide you through complex state tax reviews and help resolve discrepancies.

• Property Tax Audit Representation – We advocate for fair assessments and defend your position with data-backed analysis.

• Tax Notice Consulting – We interpret notices, explain your options, and respond with confidence and clarity.

Calm. Clear. Capable.

When the stakes are high, we help you stay grounded. Our audit defense services are built to protect your financial integrity—and your peace of mind

Play Smart Off the Field, Too

Your earning window is short. Your financial picture is complex. And your future depends on what you do now. Between signing bonuses, endorsements, multi-state tax exposure, and international income, athletes face a unique set of challenges—and opportunities.

At Well Kept Advisory, we help you protect your income, maximize your wealth, and plan for life beyond the game. Because smart tax strategy isn’t just about saving money—it’s about securing your legacy.

Long-Term Wealth Starts with Strategic Planning

We go far beyond tax prep. Our year-round approach is designed to help you stay compliant, reduce liabilities, and build a financial foundation that lasts long after your final season.

Here’s how we help you win off the field:

• Thorough Tax Analysis – Claim every deduction and credit available—from training expenses to agent fees

• Smart Recordkeeping Systems – Stay organized and audit-ready with IRS-compliant documentation

• Year-Round Strategy – Plan proactively to minimize surprises and maximize savings

• Withholding Optimization – Adjust estimated payments so you keep more of your income in real time

• Deferred Income Planning – Use retirement plans, pensions, and structured payouts to reduce taxes and build wealth

• Tax-Efficient Investment Guidance – Explore municipal bonds, real estate, and other vehicles for tax-free or tax-deferred growth

• Multi-State & International Tax Navigation – Manage the complexities of earning across jurisdictions with confidence

Your Career May Be Finite—But Your Wealth Doesn’t Have to Be

You’ve worked hard to get here. Let’s make sure your money works just as hard for you.

With Well Kept Advisory, you get more than an advisor—you get a strategic partner who understands the business of sports and the power of smart planning.

Stay Independent. Stay Empowered.

You chose the contract life for the freedom, the flexibility, the ability to do work on your terms. But with that freedom comes complexity—quarterly taxes, expense tracking, entity decisions, and the nagging question: Am I doing this right?

At Well Kept Advisory, we help independent professionals like you turn financial chaos into clarity. We build systems that support your lifestyle, protect your income, and set you up for long-term success—without the stress.

Your Work Is Independent. Your Support Shouldn’t Be.

Our bookkeeping and tax planning services are designed to keep you organized, compliant, and confident:

• Bookkeeping That Works for You – We tailor your QuickBooks setup and workflows to match how you actually operate.

• Tax Credit & Deduction Optimization – From home office write-offs to mileage and gear, we make sure nothing gets left on the table.

• IRS-Compliant Recordkeeping – Clean, audit-ready books that meet federal and state requirements.

• Year-Round Tax Strategy – No more last-minute scrambling. We plan ahead so you’re always in control.

• Quarterly Tax Planning & Payments – We help you calculate and manage estimated taxes so you avoid penalties and surprises.

• Entity Selection Guidance – LLC? S-Corp? Sole prop? We help you choose the structure that fits your goals and maximizes your benefits.

• Retirement & Tax Deferral Planning – We guide you through SEP IRAs, Solo 401(k)s, and other tools to reduce taxes and build wealth.

• Tax-Efficient Income Strategies – We help you structure your income to keep more of what you earn.

You’re the Boss. We’re the Back Office.

Whether you’re a creative freelancer, consultant, or gig economy pro, you deserve financial systems that support your independence—not slow you down.

With Well Kept Advisory, you get more than compliance. You get clarity, confidence, and a partner who gets what it means to build something on your own terms.

Build a Life You’re Proud Of—With a Plan That Supports It

Financial planning isn’t just for corporations and C-suites. It’s for anyone who wants to make smarter decisions, gain clarity, and create a future rooted in confidence. Whether you’re managing a household, preparing for a major life event, or simply trying to get ahead, strategic financial planning can help you turn income into impact.

At Well Kept Advisory, we bring the same level of insight and analysis used by top executives—tailored to your personal goals. We help individuals and families move beyond budgeting and into true financial strategy.

You Don’t Need a CFO to Think Like One

If you’ve been earning a good living but feel stuck in the cycle of bills, taxes, and wondering “where does it all go?”—you’re not alone. The good news? You don’t have to overhaul your lifestyle to become more profitable. You just need a smarter plan.

Here’s how we help you take control:

• Personal Financial Reporting & Analysis – Understand your full financial picture with clarity

• Trend & Spending Pattern Identification – Spot habits, leaks, and opportunities to save

• Forecasting Future Performance – Use past data to plan for what’s next

• Profitability & Lifestyle Analysis – Align your spending with what truly matters

• Strategic Planning for Life Goals – Build roadmaps for retirement, education, travel, and more

• Household Budgeting & Forecasting – Stay organized and proactive with your finances

• Economic & Lifestyle Impact Analysis – Understand how external factors affect your personal finances

• Performance Metrics & Benchmarking – Track progress toward your goals with meaningful indicators

Your Life Is the Business. We Help You Run It Well.

Financial planning isn’t just about numbers—it’s about freedom, clarity, and confidence.

With Well Kept Advisory, you get more than spreadsheets- You get a partner who helps you build a life that’s not just well lived—but well kept.

Take Control of Your Money—And Your Peace of Mind

Many people earn enough—but still feel like they’re falling behind. If you’ve ever wondered where your money goes or why it never seems to stretch far enough, you’re not alone.

At Well Kept Advisory, we help individuals and families turn financial stress into financial strategy. With personalized cash flow planning, we give you the tools to make smarter decisions, build savings, and move forward with confidence.

Financial Clarity Starts with Knowing Your Flow

Cash flow isn’t just for businesses—it’s the heartbeat of your household. Positive cash flow means freedom: to pay bills, invest in your future, and enjoy life without constant worry. Negative cash flow? That’s a signal it’s time to realign.

Here’s how we help:

• Short- & Long-Term Cash Flow Projections – See what’s coming and plan ahead with confidence

• Spending Pattern Analysis – Understand your habits and uncover opportunities to save

• Monthly, Quarterly & Annual Budgets – Stay organized with a plan that fits your lifestyle

• Savings Strategies for Personal Goals – Build a roadmap for vacations, college funds, retirement, and more

You Deserve More Than Just Getting By- whether you’re managing a household, planning for a major life event, or simply trying to get ahead, cash flow clarity is the first step.

With Well Kept Advisory, you get more than numbers—you get a partner who helps you turn your income into impact.

Keep More. Stress Less. Plan Smarter.

If you feel like your tax bill is too high, you’re not alone. But here’s the truth: with the right strategy, you can reduce your tax burden and take control of your financial future.

At Well Kept Advisory, we don’t just prepare your taxes—we help you plan for what’s next. Our proactive, year-round approach is designed to uncover opportunities, minimize liabilities, and align your tax strategy with your life goals.

Financial Success Starts with a Smarter Tax Plan

We take the time to understand your full financial picture, then build a plan that works for you—not just during tax season, but all year long.

Here’s how we help you stay ahead:

• Maximize Credits & Deductions – We ensure you claim every tax break you’re entitled to—no missed opportunities

• IRS-Compliant Recordkeeping – Set up systems that keep you organized and audit-ready

• Year-Round Tax Strategy – Plan proactively to reduce surprises and lower your overall tax bill

• Withholding Review & Adjustment – Fine-tune your paycheck so you keep more of your money throughout the year

• Tax Deferral Planning – Use retirement contributions and pension plans to defer income and reduce taxable earnings

• Tax-Exempt Investment Guidance – Explore options that generate income without increasing your tax liability

You Deserve More Than a Refund—You Deserve a Plan

Tax planning isn’t just about compliance—it’s about confidence.

With Well Kept Advisory, you get a trusted partner who helps you make informed decisions, build wealth, and move forward with clarity.