Are you feeling STUCK in your finances?
Whether you need help now or with issues from the past, I can get you a step-by-step strategy to move forward.
Need Tax Prep?
Get a free quote right over the phone with my proven 3 step process. Just click the button below in "Pricing" to get started.
For tax planning or other consult services, there are two ways to move forward.
1. Tax Planning is Included With Tax Prep
If I prepare your taxes, I build tax planning right into the consult. That way you know what to do ALL YEAR LONG.
2. Tax Planning Consults Conducted Year Round
Because I work with businesses, "tax season" is year round.
So if you're still not sure about what to do in between returns, investing in a session with me will prove to be
just the missing piece. Best part is,
you can KEEP YOUR CURRENT PROVIDER.
(unless of course, you're looking to change! 😉)
Got old 401Ks at previous jobs? Looking for growth alternatives to the stock market?
Let me show you how to reclaim and protect your retirement funds
in 4 simple steps...
With you can now set any type of pricing
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Tax Preparation
*Free Quote
- Custom fee provided during call
- Engagement Letter Sent For Signature
- Tax Prep Billed via Emailed Invoice
- Bank, Credit Card, Installments Available
Consultation - 1 Time
$350.00
- 90 minute consult
- Questionnaire provided pre-meeting
- Includes Review of Tax Returns & Notices
- Review of Financial or Investment Documents
Retainer - Hours Bundle
$500.00
- 3 Hours of Billable Time
- Pay-As-You Go (no contracts)
- Good for Done-For-You Services or Consults
- Access to Priority Clients-Only Email, Secure Client Portal
- Schedule Same Day or Next Day Phone Calls
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Sara Johnson
Founder, CTO - The Company
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Margeret Doe
Freelance writer - The Company
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Blogger - The Company
