COMPLETE PERSONAL FINANCIAL PACKAGE

What we offer for you

COMPLETE PERSONAL FINANCIAL PACKAGE

This package is designed for those individuals with families, and one additional home. It includes online bill paying using software, tracking debit/credit card activity, paperless cloud filing, negotiating with vendors and customized quarterly reporting in an easy to understand format. Annual client meetings are included in this package.

Gathering tax documents, filling out tax organizers and communicating at tax time with the client’s CPA.