Personal Accounting Services

starting at $80/month

What you will get:

• Complimentary preparation of your Individual Tax Return, filed accurately and on time
• Access to tax projection planning
• Access to withholding calculation support
• Quarterly Estimated Payment processing – if required based on your tax situation
• Year round access to a licensed CPA for tax questions when you have them
• Development of our highly valued and individualized Financial Snapshot Portfolio [FSP]
• Assistance with personal budget implementation and support