Consulting Connection monogram: a gold and white double C inside a gold ring.

Consulting ConnectionAlexandria, Virginia

Tax preparation · Notary & RON · Digital tools

Careful help with the paperwork that matters.

Individual tax returns and notarial acts, in person across the DMV or online, handled by one person who will tell you what to expect before anything starts. Plus digital tools I built because I needed them myself.

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Services

By appointment, evenings and weekends.

  • Individual tax preparation

    Federal and state individual returns, prepared and filed electronically. We start with a short intake so I understand your situation, and you get a flat fee in writing before any work begins. No surprises at signature.

    Returns
    Individual (1040)
    Fee
    Flat, quoted upfront
    Season
    January – April
    Ask about tax prep

  • Notary & remote online notarization

    Virginia notarial acts, either in person across the DMV or remotely by secure video session. I tell you in advance what identification to bring and what the appointment needs, so nothing derails it at the table.

    Per paper act
    $10
    Per electronic act
    $25
    Travel
    Agreed in advance
    Book a signing

  • Digital tools & templates

    Downloadable resources for small practices and for life's occasions, written to be filled in and used. Buy once, download straight away, and it's yours to keep.

    Delivery
    Instant download
    Format
    PDF
    See what's available

Digital tools

Written to be filled in and used. Buy once, download straight away, keep it.

These are organizational tools, not professional advice, and none of them guarantees an outcome. Rules vary by state — each one tells you what to verify and where.

Cover in deep navy with a gold monogram, titled The Practitioner's Prompt Library.

The Practitioner's Prompt Library

Sixty AI prompts for the everyday work of running a small practice: client intake, the pricing conversation you have been putting off, standard operating procedures, and the difficult emails nobody trains you to write.

The sections covering regulated work tell the model to name its assumptions and flag anything state-specific, because the rules for notaries, tax preparers and licensees are set state by state and a language model will answer confidently either way.

  • Positioning
  • Intake
  • Tax preparation
  • Notary & RON
  • Real estate
  • Bookkeeping
  • Pricing
  • Systems
  • Marketing
  • Difficult conversations
  • Meta-prompts
  • State appendix

$47 27 pages · PDF

Get the Prompt Library

Buying the journal or one of the kits? The Prompt Library is available as an optional bundle at checkout — the ready-to-use AI prompts live here, not inside the other products.

The Signing Day System — a mobile notary and loan signing workflow kit.

The Signing Day System

What to ask before you accept an assignment, what to carry, the routine at the table, the review that catches what gets packages rejected, and the delivery record that proves the job was done right. Plus a job-cost worksheet and a state-verification checklist.

24 pages · built around loan signings · fillable or printable

Field kit cover Charcoal cover Route cover Tech cover

All four covers included — same interior.

$12 PDF

Get the Signing Day System
Career Progress: The Guided Journal, Ascent cover design.

Career Progress: The Guided Journal

Twelve guided sections for recording what you actually did, so that review season, a promotion case, or an interview starts from evidence instead of memory. Worked examples carry one entry from a Friday scribble through to an interview answer, and two worksheets cover building an AI skill deliberately and testing a next move before you commit to it.

42 pages · fillable, with clickable contents and bookmarks

Ascent Burgundy Black Green Momentum Warm Navy Signal Capital Ascent Light Global

Every cover is included — same interior, pick the one you want to look at.

$19 PDF

Get the Journal
The Solo Business Setup Kit — a guided workbook for getting a business organized.

The Solo Business Setup Kit

The real sequence for standing up a one-person business — which steps block which, what each costs, how long it actually takes against what the website promised, and the four wrong turns that cost the most. With a cost ledger, a lead-time log and a renewal calendar.

25 pages · worksheets and trackers · fillable

Teal cover Blueprint cover White workspace cover Tech cover

All four covers included — same interior.

$19 PDF

Get the Setup Kit
Tax Season Client Intake Kit — forms, follow-ups and trackers for small tax practices.

Tax Season Client Intake Kit

Intake questionnaire, document request list by category, the three messages that collect what is missing, a client explainer you send once instead of answering twenty times, and the trackers that keep a season from running you.

22 pages · organizational tools only, no tax advice

Green cover Marble cover Blue cover Tech cover

All four covers included — same interior.

$27 PDF

Get the Intake Kit

Inside the Prompt Library

Contents page listing eleven sections, from positioning and client intake through to meta-prompts, plus a state appendix.
Contents — eleven sections and a state appendix.
A sample section page showing four prompts in navy boxes, each with bracketed placeholders to fill in and a note on when to use it.
Every prompt is ready to fill in, with a note on when to use it.

About

Consulting Connection is a one-person practice — a single-member Virginia limited liability company, formed in December 2022 and in good standing with the State Corporation Commission.

Twenty years in financial management shaped how I work: scope agreed in writing, records kept properly, and a straight answer about what I can help with. If something needs an attorney or a CPA, I will tell you rather than guess at it.

Appointments are evenings and weekends, which suits most people better anyway. Messages are returned within one business day.

  • Virginia notary commission #8042437
  • Commission expires March 2027
  • Entity formed December 2022
  • Graduate study Post-master's certificate in accounting
  • Education MBA
  • Certification PMP
  • Tax training H&R Block course

Get in touch

Tell me what you need and I'll tell you what it takes.

Telephone
(703) 493-1126
Email
info@consultingconnectionllc.com
Service area
Alexandria and the greater DMV