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.