Virtual Tax Appointments

Virtual income tax preparation is as easy as 1, 2, 3!

1) Book an appointment on my calendar and receive an up-front price quote. Link:

2) Upload your income tax documents to your personal secure folder and pay tax prep fees (we accept PayPal, Zelle, Cash App, or credit/debit cards)

3) Review your completed federal and state returns, electronically sign and e-file!

My 100% Honest Review of Purpose to Platform with Patrice Washington

Curious about Purpose to Platform with Patrice Washington? Since going through the program myself, I’m often asked what I thought about the experience, so here’s my 100% honest review. 

In this review, I’m going to give you the 411 on what Purpose to Platform is, why I love it and who I think would benefit from enrolling. 

Ready for the scoop? Keep reading. 

Note: This review contains affiliate links. If you decide to enroll in Patrice Washington’s Purpose to Platform program via my link, I will earn a commission. That said, I agreed to become an affiliate because I believe in the program and all that it has done to change my life. 

What Is Purpose to Platform?

Purpose to Platform is a 12-week experience where participants gain the “missing pieces” and uncover the curriculum, coaching and heart-centered community they need to finally live out their purpose, find fulfillment and earn more without chasing money. 

When you register for Purpose to Platform, you not only get lifetime access to the membership site where there are currently 40+ video and audio lessons on mindset, messaging, success methodologies, marketing strategies and money and management guidance, you also get:

  • A customized action plan for growth
  • Access to a resource network of the top service providers
  • The opportunity to meet other like-minded, purpose-driven women from around the world
  • Unlimited feedback, where any question posted inside our private community will be answered within 24-48 hours

But really, that’s just the ice cream sundae. Here’s the cherry on top: 

When you become a Purpose to Platform member, you get LIVE Q&A group coaching sessions with Patrice each and every week PLUS a weekly Content Immersion Call where Patrice reviews what you learned in that week’s module to make sure you’re 1000% clear.

You also get access to a private, safe space where you can connect with and support other purpose-driven women.

My 100% Honest Review of Purpose to Platform

When I decided to join Patrice Washington’s Purpose to Platform program, I was struggling to streamline and automate my business. Period.

I knew I wanted more time freedom.

But I didn’t know how to make it happen, at least not on my own.

So, when I came across Patrice at the 2018 AKA Boule in Houston, Texas, and heard her podcast, I knew Purpose to Platform was the program for me. 

And I was right because since joining, I’ve streamlined my virtual income tax office operations.

Now, I know what you’re probably thinking (because I thought it too), “Can I really do this? Can this program really deliver the results I want? Am I willing to do the work? Am I willing to move out of my own way and follow my God-given purpose?”

For me, it wasn’t always easy – change is uncomfortable. And there were plenty of times when I’d doubted myself, my purpose and God, if I’m being honest. 

But it was this program that pushed me through. It was the sisterhood, the support from Patrice and her amazing team of coaches, as well as, the teachings and trainings that turned my self-doubt into self-belief. 

The Purpose to Platform Community

Purpose to Platform has been a safe space where I’ve been able to get the support, strategies, proven pillar-based process, guidance, tough love and a close-knit group of heart-centered women I needed to thrive. 

Now, just imagine what you can achieve when you commit 12 short weeks to gain clarity on who you serve, why you chose them, how to find and speak to them and what the best platform is for you to show up and show out. And finally, how to bring it all together so you can charge premium prices for purposeful work. 

Imagine how your business will flourish once you build it on a rock-solid foundation. Imagine how your influence and impact will reach more people once you know exactly who you should (and shouldn’t) serve with your gifts.

Imagine the limitless opportunities you’ll tap into once you’re clear on the best platform to us to shine a light on your greatness. And imagine how your mental, spiritual and financial wealth with expand once you’re comfortable charging premium rates for purposeful work.  

Listen, I have chills even thinking about it because I don’t have to imagine. You see, I’ve gone through it and I can genuinely say that the weeks I spent with Patrice and my new sisters have been the most transformative experience I’ve ever gone through.

Who Purpose to Platform Is For

Purpose to Platform is for women who are open to receiving the support, guidance and tough love they need to transform their gifts, answer their divine calling and turn their passion into a wealth-building platform.

It’s for purpose-driven women who are ready to answer the call of their purpose, but aren’t certain exactly how to do that. And it’s for women like me, Linda, Arika and so many others who wanted to find the “missing pieces” of our purpose, so we could position our servant hearts to show up in the most intentional way for the people who need us most.  

For example:

Arika started out so shy she wouldn’t even turn her camera on for our weekly video calls. By the end of Purpose to Platform, Arika had not only turned that camera on, she’d hosted her own event where she spoke from a stage to a room full of people. 

She had women sign up to work with her in her BETA program, and she launched a 30-day Pray for Purpose Challenge where she guided other women through the process of discovering their purpose so they could live their best lives.

Then there’s Linda, who was so busy doing all the things she thought she was supposed to do to be successful, that she really had no clear plan or path. After joining Purpose to Platform, Linda developed her business blueprint and has since repurposed content in a way that serves her clients more powerfully. She’s also revamped her pricing and now charges for results, not by the hour.

Get more success stories here.

How to Get the Most of the Experience

One of the reasons Purpose to Platform made such a massive impact in my life was because I did the work. Plain and simple. I set aside time each week to learn the material, interact with the community and implement the concepts Patrice covered. I made the program a priority and treated it as a beautiful gateway to unlocking my purpose. I also approached the entire program with an action-based mindset. 

Sure, there were times when I was busy or simply didn’t feel like doing the work, but it was during those times that I pushed myself to take action – no matter how small the move was. 

I say all this to let you know you can make the most out of the experience by committing to the process, prioritizing the work and engaging with the community. And most of all, opening your heart to the process and approaching every lesson, every coaching session and every strategy as one that will undoubtedly move you closer to living out your purpose, finding fulfillment and earning more without chasing money. 

Why I’m Promoting Purpose to Platform

I’m promoting Purpose to Platform because I’ve seen how the program has changed my life and the lives of so many others. And I would not be a faith-fueled servant if I didn’t share it with you. 

I know where I was before Purpose to Platform and I see the success I’ve achieved, the clarity and confidence I’ve gained and the fulfillment I now experience and that’s all because of the impact that Purpose to Platform has had on my business, career and life as a whole. 

Twelve weeks is a short time to experience a lifetime of change. So, even though I’m an affiliate for Purpose to Platform, I’d promote it for free because I believe in Patrice and my new Purpose to Platform sisters just that much. 

You can use my affiliate link to sign up here.

2019 Tax Deadline is 15 July 20

Reminder: The 2019 IRS tax deadline is 15 July 2020.

Please submit all remaining documents and requests for information no later than 12:00PM EST on 7 July 2020 to allow time for an on-time filing. Our office is not responsible for penalties due to late submissions of information or technical malfunctions. 

Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return, can be filed if you need until 15 October to file your return this year. However, this extension is only a filing extension and does not extend the tax payment deadline. There may be penalties and interest assessed by the IRS if your 2019 tax liability is not paid in full by 15 July 2020. 

If you need to request a follow-up appointment this week please do so as soon as possible using our online calendar. 

Best regards,

Roslyn Banks, EA 

Tax Changes due to Coronavirus (COVID-19)

Federal income tax deadline: 15 July 2020

Automatic 90-day extension to file and to pay!

To get the latest information on the stimulus bill and how coronavirus impacts your taxes please visit:

Please be vigliant of scams and phishing emails requesting personal information from you or your dependents.

The IRS will not contact taxpayers for personal or banking information via phone, email, text or social media to complete the stimulus payment. Do not open emails or click on attachments or links that appear to be from the IRS, avoid requests to send personal or financial information.

IRS Resources for Entrepreneurs

On October 17th, 2018, I will be speaking at the Central Texas Business Resource Center’s first Women’s Entrepreneurial Boot Camp! I am excited to share my presentation on tax planning tips and strategies for “Starting, Running and Closing Your Business” to new and aspiring entrepreneurs.

Below are some links to IRS fact sheets and resources about topics covered in my presentation. If you would like more information please call or email me for a free no-obligation consultation.

1) The Highlights of Tax Reform for Businesses:

2) This link discusses the new rules and limitations for depreciation and expensing under the Tax Cuts and Jobs Act:

3) This link has information for individuals, businesses and tax-exempt entities about the recent Tax Cuts & Jobs Act (TCJA) Tax Reform:


Happy Independence Day!

To all those who serve or have previously served this great nation, thank you for your military service! America is home of the free, because of the brave men and women in uniform – so today we honor and salute you!

Yesterday I had the pleasure of witnessing a redeployment ceremony at Fort Hood and welcoming back 292 Air Cavalry troopers home in time to celebrate July 4th with family, friends, loved ones, and fellow brothers and sisters in arms! As a military spouse I have a deep appreciation of our troops and the sacrifices they make along with their families.

I am advocate for “FREEDOM” in every sense of the word, with an emphasis on financial freedom and literacy. When we think back to our fourth grade history lesson about America’s declaration of Indepence from Great Britain I am reminded of the phrase: “Taxation Without Representation”. Has Congress kept the American Dream alive with these recent Tax Cuts and Jobs Act (TCJA) reforms?

I’ll just let that sit here and marinate in your mind for now. Enjoy your holiday and check back for more blog posts after my upcoming trip to Houston, Texas, for the Alpha Kappa Alpha Sorority, Inc.’s 68th International Convention (Boule)!



Welcome to my virtual domain! Take some time to explore and subscribe to my newsletter for quarterly updates. Also, drop me a message to let me know you were here! Let me know what topics you would like featured on the blog and what are your biggest taxation concerns, hopes and fears!