Accounting, Tax, Life Insurance, and Financial Education, all from one CPA who knows your whole picture
When most people think of a CPA, they picture one meeting a year. That is not how I work, and it is not how I believe small business owners and individuals should be served.
At Your Financial Maven® LLC, I provide Client Advisory Services through a holistic approach to accounting, tax, financial education, and life insurance, working primarily with women-owned small businesses, entrepreneur
s, and freelancers. But also individuals for their personal tax preparation needs.
Everything I offer is built on four pillars: Engage, Strategize, Educate, and Empower.
Here is a quick overview of each service, with the key details and a link to learn more:
Small Business Client Advisory Services (CAS) The core of my practice: a year-round advisory relationship that connects your accounting transactional work, business structure, and tax planning so you can make confident decisions as you grow.
Who it’s for: sole proprietors, partnerships, and S corporations
What sets me apart: more than three decades of accounting and tax experience, applied with a holistic view of your business
First step: a Preview & Fit Assessment to see if we are a match
Learn more: Small Business CAS
1099 Tax Compliance A done-for-you service that takes 1099-NEC and 1099-MISC reporting off your plate, from collecting W-9s to e-filing before the deadline. This is for those small business owners that only need this service.
New threshold: $2,000 for payments made in 2026, under the One Big Beautiful Bill Act
included: W-9 collection and follow-up, data review, and e-filing with the IRS and your state where applicable
Early pricing: $500 per month November through the end of January 2027, if you sign on before November 1, 2026.
Personal support: no outsourcing and no bots, just me, your CPA
Learn more: 1099 Tax Compliance
Don’t wait until January. Contractors are harder to track down once the deadline is close.
Individual Income Tax Preparation CPA-prepared individual tax returns for self-employed professionals, rental property owners, and others whose returns have more moving parts than a W-2, with a planning conversation that makes next year easier.
Flat fee: $1,500, with extension-period support included
What’s included: federal, state, and local returns, a recorded review before filing, and meetings throughout tax season
Secure and simple: all communication through my Canopy client portal
Learn more: Individual Income Tax Prep
Life Insurance In addition to being a CPA, I am also an Independent Life Insurance Agent, working mainly with Midland National Life Insurance Company. Coverage for individuals and small business owners, where I am one that also understands your tax and business picture.
Licensed in: Pennsylvania, New Jersey, and Massachusetts
Coverage options: Term, Universal Life, Key Man, Small Busness and also including protection for your home mortgage
Getting started: I offer free consultation from inquiry all the way through life insurance policy placement.
Learn more: Life Insurance
Financial Education Empowerment Consultations and workshops that help women and small business owners understand their money and manage it with confidence, in a safe, shame-free space. In addition I offer my Your Financial Maven® Online community through Heartbeat and my Gold Award winning Podcast.
Women and Money Matters: one-on-one or group consultations, starting at $50
Small Business and Money Matters: consultations and workshops on your business finances, starting at $75
Learn More: Financial Education Empowerment
Your Financial Maven® just celebrated 13 years on September 13th and I am so proud to offer my services. But I am not just all about work, I love being involved in my Lancaster, PA community serving on several Nonprofit Boards and doing outreach as well. When I am not working or being involved in the community, you can find me spending time with my husband, adult sons, our fur baby, and friends or down the shore.
Let’s Talk
Not sure which service fits? That is exactly what a first conversation is for. Feel free to setup an appointment at YFM Appointments. If you have any general questions, feel free to send me a message. I look forward to helping you feel financially empowered.
Samantha M. Besnoff, CPA
Your Financial Maven® LLC | Lititz, PA
Your Financial Maven® is a registered trademark of Your Financial Maven® LLC. This post is for general informational purposes and is not tax, legal, or insurance advice for your specific situation.
