Discover Our New Book: A Couple’s Guide to Money
Get A CopyAs your dedicated tax planner and financial coach, Baoba USA helps you simplify money decisions, reduce taxes, and build the life you want – with a therapy‑informed, judgment‑free approach.
We start with a relaxed conversation to understand your story, your numbers, and what you truly want next. Together, we craft a personalized recommendations rooted in real‑world expertise and tailored to your unique needs. You get clear next steps, practical tools, and gentle accountability so you can flow through your money transformation with easy and confidence.
Baoba USA walks alongside you as life changes, offering ongoing support and adjustments as your financial journey evolves. Start your path to financial freedom with Baoba USA – your future self will be so glad you did!

Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities.
A meticulous examination of your latest tax return
Uncover strategic tax planning opportunities
Personalized guidance for tax-advantaged growth
Peace of mind that your taxes are optimized
Reset your relationship with money and take charge of your financial life through a guided experience that builds more clarity, calm, and confidence.
Seven 60-minute 1 on 1 sessions, meeting weekly
A guided process that takes you from awareness and clarity to strategy, implementation, and sustainable habits
Email support between sessions for quick questions and accountability
Take charge of your financial mindset and success with a personalized, expert-led strategy session designed just for you!
One 60-minute 1 on 1 financial strategy session
Effective guidance to boost your confidence and results
Signature tools: Total Resource Allocation, Wealth Roadmap, Real Estate Investment Analyzer, and more!
Personalized tax planning and strategies to maximize savings and minimize liabilities now and in the future!
For clients who completed Proactive Tax Review
One 60-minute 1 on 1 tax optimization session
Multi-year scenario analysis and a tailored action plan to reduce taxes and build smart strategies
Transform your love and money story! Beginning August 13th, 2026, embark on a four-month journey designed to strengthen your relationship and master your finances together. Through expert coaching, practical tools, and guided exercises, you’ll learn to align your dreams, build trust, and create a clear shared vision for your financial future. Only one partner needs to attend the live online sessions, as long as both engage with the exercises between sessions at their own pace. Discover how to set shared goals, spark meaningful conversations, and plan a confident, connected financial life together.
Eight live online group coaching sessions (each up to 90 minutes long)
Tools to improve financial communication and clarity
Actionable strategies to achieve shared financial dreams
A supportive community of couples working toward similar financial goals

15% OFF for students, veterans, and single parents. Please email support@baoba.us for discount codes.