ACCOUNTING

FOR

INDIVIDUALS

& FAMILIES

Choose a level of service that best fits your needs.
Don't see what you need here? Contact us and our experienced CPAs will create a custom plan just for you.  Our service plans start at $325.

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

Ready to reach out?

Call us at (978) 774-7700 to schedule an appointment today!

© 2020 by Terranova & Associates, LLC | 150A Andover Street, Suite 11C, Danvers, MA 01923 | Phone: 978.774.7700

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