Tax

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Tax 2016-11-25T02:24:49+00:00

I do not sell you products. I work as a fee-based Financial Planner and tailor a solution to your situation.

Basic Personal Tax Return* Preparation and Filing 

Basic Starter Tax Package 

  • Initial meeting to review your documents
  • Preparation and filing of a basic personal tax return*
  • Follow up meeting to discuss and set a six month financial goal
  • Six monthly email prompts and reminders to keep your dream in place

Personalized Tax Package 

  • Initial meeting to review your documents
  • Preparation and filing of a basic personal tax return*
  • Discussion of values and preparation of customized spending plan
  • Help with spending plan implementation
  • Six monthly personalized email prompts to keep your dream in place

 

 

 

 

*Basic personal tax return is based on an employee type tax return. Completion of extra schedules such as a medical expense listing, sole proprietorship income statement, rental income schedule will be charged out at a per hour rate. All information is to be provided to me at initial meeting (I will send an information checklist to you at the start of the engagement). Time I spend gathering extra information not initially provided will be charged at an hourly rate.