In a Meeting

ACCOUNTING

FOR

INDIVIDUALS

& FAMILIES

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SILVER SERVICE

GOLD SERVICE

PLATINUM SERVICE

  • Prepare & file tax return (state & federal)

  • Offer advice during tax preparation

  • PDF copy of tax return provided

  • Prepare & file tax return (state & federal)

  • PDF copy of tax return provided

  • Semi-annual financial consultations: offer tax recommendations and answer financial/tax questions

  • Prepare & file tax return (state & federal)

  • PDF copy of tax return provided

  • Quarterly financial consultations: offer tax recommendations and answer financial/tax questions

  • Review savings, retirement, & investments to plan for financial future, work with investment advisers

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