Personal Finance Services

Tidy Desk

Service We Offers

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                                                             * Individual Tax Preparation Services * 

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Please note that for the 2021 tax filing season, the minimum cost of tax return preparation for Form 1040 starts at $200 and up. For the 2021 tax year and going forward, we are going fully remote & office by appointment which means we are  in‐person meetings in the office by office only. For new clients, there will be no charge for a brief 10‐15 minute initial virtual or telephone consultation to go over our process and pricing. For new and existing clients, we are now offering virtual or telephone consultations for a pre‐determined flat fee where we can answer specific tax or accounting questions or suggest tax planning and tax savings strategies.

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It  is important to understand that every tax return is different. The forms necessary to complete your tax return may vary from year to year as your situation changes, so $200 is starting fee. You will get a price quote before Tax Preparer start your taxes. 

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                                                             * We offer payment plan to fit your budget* 

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$0 Initial consultation: 15-minute introductory call.

 

$150 First Meeting: During our first meeting, we will assess your current financial situation and discuss your long-term financial goals to determine if financial coaching is right for you. (Pre-Questionnaire is due before session.)

 

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$300 (Individual) $375.00  (couples) 4 Session Coaching Package

           

$600(Individual) $675.00 (couples) 7 Month Coaching Package

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$1000 (Individual) $1075.00 (couples) 13 Month Coaching Package  

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Add-On Services

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$35 Monthly budgeting Service: You send us your bills and let us know of any additional purchases. Then we'll do all the number crunching for you. After the zero-based budget is complete, we'll email it to you so that any additional decisions can be made and then the budget will be finalized. From there, you'll have a written plan for your money before the month begins. This will enable you to trim off any frivolous spending habits as well as get you closer to your long-term goals.


 

 $15 (individual) & $25 (Couple) Monthly Credit Management &Credit Counseling Services. 


 

Sessions Include: 

  • Initial Conference- Video Conference  - $150- this where identify the problem- due a budget analysis 

  • Video Conference- zoom meeting for 45 min - & Accountability Coach. 

  • Strategies to keep you on task 

  • Set up new budgets Spending Plan& Budget 

  • Debt Elimination Analysis