Individual Services

Agency Correspondence Assistance

You will always have us to count on to explain what any letter means and knowing you have a team behind you to address it.

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Balance Sheet Prep & Analysis

Having a personal balance sheet gives you the power to know where you stand financially in an objective and qualifiable way and will be used as a benchmark to track if you’re getting healthier each year.

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Comprehensive Financial Review

Having someone in your life to make sure all of the critical financial and legal issues are being addressed. Because of the relationship we build, we’ll make it our business to understand your situation so we can help you advise you on what’s a “must-have” vs. a “nice-to-have”.

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Financial Success Planning

Knowing you have someone in your corner to actively make sure you have a plan in place that will help you reach your goals and faster.

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Tax Preparation & Filing

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.

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Tax Success Planning

You don’t want to pay any more in taxes than required so that’s why we’re going to make sure you’re paying the least amount possible. Tax planning can uncover money that you’ve been overpaying that could be used for the things that matter to you. This will take you out the passenger seat and put you in control of your money so the government can stop taking more than their share of your money.

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Tax Withholding Analysis

We’ll analyze your tax withholding and estimated payments to make sure you aren’t underpaying or overpaying in taxes throughout the year. When tax season comes around, you’ll know exactly where you stand in advance and there won’t be any surprises.

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Unlimited Access

We are invested in your success and will work alongside you to help you reach your goals faster. We’ll talk, chat, meet with us whenever you need. No more paying us for our time when you reach out for a “quick question”.

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