Tax Planning and Filing
- Individual Income Tax Preparation
- Independent Contractor Tax Planning Strategies
- Personal Tax Planning
- Estate and Gift Tax Returns
Personal Finance Services
If you like to plan your own financial success, this package is for you! Through this package you use our knowledge and expertise in giving you the advice, goal setting and steps, but you do it yourself.
This is the most common package, and includes a comprehensive report on you current Financial Health, and based on your needs, short-term and long-term goals, and your lifestyle we create your UNIQUE Blueprint for Financial Success. This includes a full Debt Analysis and a Debt Elimination Plan which you receive, as well as a Month to Month Follow up option.
The Deluxe Package came to life from the numerous requests we received from our valued clients in need of House Expense Analysis. This analysis includes a comprehensive Real Estate Purchase Analysis along with its tax implications. A home is your largest purchase you’ll ever make – make sure you do your homework before you jump on a 15 or 30 year commitment!
- * Additional fees apply.