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Individuals
I use tailored strategies designed to meet your financial goals, and you can count on my experience and expertise every step of the way!
Taxes
$275 and up
Here's what you get...
- Your tax return (Form 1040 and supporting Schedules) will be prepared with accuracy and integrity, and checked by computer software identifying potential problems the IRS may look at more closely.
- Your tax return can be filed electronically.
- I will discuss with you tax planning strategies to limit your tax liability for the next year.
Initial Budget
$350
Here's what you get...
- 60 minute one-on-one session to discuss your financial goals, credit inquiries, spending pitfalls, financial obligations, and everything else that impacts your cash flow.
- Customized three month budget plan based on the one-on-one session.
- Debt analysis schedule.
- Credit counseling.
- Monthly check-in call to discuss progress compared to budget and make minor necessary modifications if needed.
Follow-Up Budget
$225
Here's what you get...
- This budget is an update to the initial monthly budget to incorporate changes of goals or new planning objectives. The follow up budget is created for a three month plan.
- 60 minute one-on-one session to discuss your goals and everything else that impacts your cash flow.
- Customized three month budget plan based on the one-on-one session
- Debt analysis schedule.
- Monthly check-in call to discuss progress compared to budget and make minor necessary modifications if needed.
Small Businesses
I’m passionate about helping small business owners by relieving the day to day accounting tasks. Allow me to utilize my expertise to assist you with the following tasks:
Taxes
$600 and up
Here's what you get...
- Your tax return (Schedule C, Form 1065 and Schedule K-1, and Form 1120 ) will be prepared with accuracy and integrity, and checked by computer software identifying potential problems the IRS may look at more closely.
- Your tax return can be filed electronically.
- I will discuss with you potential deductions to limit your tax liability for next year.
CFO Consulting/ Bookkeeping
*$700 and up
Here's what you get...
- Accounts Receivable
- Accounts Payable
- Bank and Credit Card Reconciliations
- Month-End Close
- Balance Sheet and Income Statement Reports and Analysis
- Sales Tax
Payroll
*$300 and up
Here's what you get...
- Payroll delivery, calculate, file, deposit, and reconcile payroll taxes.
*Size of business and number of transactions will impact price. Discounts available based on bundling of services.
