10/03/2026
Carlos made me so emotional with this card and flowers. 😭🥹 (side note - we moved away 2013 & my legacy clients followed me)
One year ago today, I left Penn and went from six figures to five. Apparently, being my own boss came with a pay cut. 😂
TaxSpace had been part of my life for years, but giving it my full attention was a big change. I was excited, but I was scared, too.
When we were a team of 2, I worried about how I would meet payroll. Having people depend on a business I was building made every decision feel bigger. A year later, we’re a team of 8, and the business can support those jobs. That means a lot to me because I remember how uncertain I felt at the beginning.
We’ve also opened another office, expanded our services, and continued helping individuals, small businesses, and nonprofits with their taxes and finances.
Along the way, I’ve been building the foundation for Prospera, Center for Financial Equity. My goal is to make financial education and practical business support more accessible to people in our community. It’s still in the early stages, but I’m excited about what we can build.
This year has involved learning to delegate, making difficult decisions, and finding time to plan while keeping up with the day-to-day. There are still worries and plenty of things I’m figuring out. But looking back helps me recognize the progress I sometimes miss when I’m busy working.
What keeps me going is helping someone understand their finances, get their business organized, or feel more confident about their next step. That’s the work I wanted to make more room for through TaxSpace and, now, Prospera.
As TaxSpace Prospera Center takes shape, I’d love to connect with people who want to help whether by volunteering their time, sharing their expertise, partnering on workshops, or introducing us to potential sponsors and funders. If this work matters to you, send me a message. I’d love to talk.
Today, I’m grateful for my time at Penn, for my team, and for everyone who has trusted and supported me along the way.
One year in. Still learning, still figuring things out, and proud of the progress. And hopefully working my way back to six figures. 😂