=== From $89/Month ===
Comprehensive financial and tax services designed to help you reach your goals faster.
- Personal Net Worth Statement – Know where you currently stand and track your progress over time.
- Financial Goals & Planning – A strategic plan for your personal finances and the proactive support you need to reach your goals.
- Proactive Tax Planning – Ongoing review of your income taxes so you know you’re paying the least possible tax & can invest your tax savings.
- Income Tax Paycheck Withholding Analysis – A review of your tax withholding to make sure your not providing an interest free loan to Uncle Sam all year. You also don’t want any bad year end surprises.
- Preparation & E-filing of Your Individual Income Tax Return – Your federal and state income tax returns will be professionally prepared by an experienced CPA.
- IRS Correspondence Assistance – No need to fear when you receive correspondence from IRS, or State Tax Agencies. If you receive a notice related to a return we prepared, send it to us. We will tell you what it means and exactly what needs to be done to address it.
- Unlimited Access to Professional Advice – Enjoy unlimited access to your personal financial advisor. We provide ongoing advice and knowledge to help you reach your goals for the future.
- Investment Management and Portfolio Services – We offer investment portfolio management through our separate sister company, a fee-only fiduciary registered investment advisory firm, Winterstone Wealth Management LLC.