what we offer
Our Services
Expert Tax Guidance for Life's Biggest Transitions
Life's biggest transitions often bring complex tax questions and important financial decisions. Athena specializes in helping women navigate moments of change, whether that means losing a spouse, going through a divorce, changing careers, retiring, starting a business, or planning for what's next.
Through personalized tax preparation and planning services, we help clients gain clarity, make informed decisions, and move forward with confidence. We combine technical expertise with compassionate support, helping clients feel informed and empowered every step of the way.
Athena was founded on the belief that women deserve trusted tax guidance during life's most significant transitions.
As a fully virtual practice, Athena provides secure, convenient tax services to clients wherever they are.
Major Life Transitions
Navigating widowhood, divorce, retirement, or an inheritance brings complex tax implications. Athena provides expert guidance to help you understand your options, minimize your tax burden, and move forward with confidence.
- Widowhood & estate tax planning
- Divorce-related tax matters
- Retirement income planning
- Inheritance & gift tax guidance
Individuals & Families
Every family's financial situation is unique. Athena offers personalized tax preparation and planning designed around your specific circumstances, ensuring you keep more of what you earn.
- Individual tax preparation
- Family tax planning
- Investment & capital gains strategy
- Education & healthcare tax benefits
Entrepreneurs & Small Businesses
Starting or growing a business comes with significant tax responsibilities. Athena helps entrepreneurs and small business owners stay compliant, plan strategically, and build a strong financial foundation.
- Business entity selection & setup
- Self-employment tax planning
- Quarterly estimated taxes
- Business deductions & compliance