IRS Electronic Return Originator since 2018, Freebird Financial LLC in Point Loma runs tax coaching and strategy engagements for six- and seven-figure coaches, consultants, and online creators from its Liberty Station office. The firm's quarterly tax-projection model for high-income solopreneurs produces the adjusted-gross-income estimates that JPS Financial Services Inc. factors into Roth-conversion and backdoor-IRA timing decisions. Each engagement starts with a business-structure audit — evaluating whether a single-member LLC, S-corp election, or C-corp carve-out minimizes self-employment tax on the client's revenue mix. Year-end planning sessions combine estimated-tax recalculations with retirement-contribution maximization, the same granular return data that Lori A. Riccardi, CPA Tax Firm compiles when handling complex multi-state filings. The practice's deepest engagements build multi-year tax roadmaps for creators scaling past seven figures while managing California-to-no-income-tax-state residency transitions.