Personalized Annual Service Plans

Like having your own personal CPA, CFO or Business Manager

Your finances aren’t something you should only think about once a year at tax time. Let me stay on top of your finances year-round so you can make the most of your money while achieving your financial and life goals. From individuals to corporations, I offer plans to fit a variety of needs and budgets. Services from each plan can be eliminated or added so that it is customized for your needs.

 

Essential

Tax Preparation (Federal & State)

  • Individual 1040

  • State Return

  • Additional State Returns - $75/each

Consultation Services

  • Create a Financial & Lifestyle Goal Assessment & Review

  • 2 Review/Check-in Meetings per year - 45 minutes each

Personal Bookkeeping Services

  • Unlimited Notary Services in Our Office

Tax Planning

  • Estimated Taxes & Optimal Withholding Calculations

Great For:

  • Busy individuals and couples

  • Young families who need to start planning for the future

  • Anyone looking to begin managing their personal finances, identity security, insurance, budget, financial goals, retirement planning and debt management

Cost: $495/year
Tax Representation: $325

Premium

Tax Preparation (Federal & State)

  • All services from the Essential Plan, plus:

  • Sole Proprietorships

  • Rental Property

Consultation Services

  • Create a Financial & Lifestyle Goal Assessment & Review

  • 3 Review/Check-in Meetings per year - 1 hour each

Personal Bookkeeping

  • Electronic Processing of Estimated Tax Payments

Tax Planning

  • Estimated Taxes & Optimal Withholding Calculations

  • College Savings Planning

  • Retirement Planning

Risk Management Assessment / Insurance Coverage

  • Health, Home & Auto Insurance

  • Life Insurance

  • Umbrella Insurance

Great For:

  • Individuals, couples and families with more complex financial investments and goals

  • Self-employed and small business owners

  • Landlords and anyone who owns investment properties

  • Anyone looking to make the best decisions about the wealth and investments they have

Cost: $775/year
Tax Representation: $475

Executive

Tax Preparation (Federal & State)

  • All services from Premium Plan, plus:

  • Simple Estates

  • Gift Tax

  • 1099's for household contractors

  • W-4's for household employees

Consultation Services

  • Create a Financial & Lifestyle Goal Assessment & Review

  • Unlimited Consultation Calls

  • 4 Review/Check-in Meetings per year - 1 hour each

Personal Bookkeeping

  • All services from Premium Plan, plus:

  • Budgeting

  • Financial Statements Preparation

  • Mortgage and Credit Applications

  • Unlimited Notary Services at Your Location

Tax Planning

  • All Services from Premium Plan, plus:

  • Deferring Capital Gains

  • Gift Tax Exclusion and Lifetime Exemptions

Financial Planning

  • All services from Premium Plan

Risk Management

  • All services from Premium Plan, plus:

  • Disability Insurance

  • Umbrella Insurance

  • Long-Term Care

  • Estate Planning Referrals

Great For:

  • Business owners

  • Anyone with employees within their household (i.e. nannies, housekeepers, full time staff, etc.)

  • Those preparing for the drawn down period of their retirement

  • Individuals with complex investments or financial needs

  • Those who desire a high-touch financial service that keeps them in the loop without overwhelming them with the details

Cost: $200/month
One-time Setup Fee: $350
Tax Representation: $975