Personal Accounting, Coaching & Tax Services

 
 
 
  • Tax Planning

  • Tax Preparation

  • Tax Services

  • Debt Advisor

  • Power of Attorney

  • Personal Bookkeeping

  • Daily Money Management

  • Money Coach

  • Financial Literacy

  • We offer tailor-made concierge services for personal finances, such as paying bills, balancing checkbooks and reconciling credit card statements.

  • Notary

    Please note that we are not financial advisors and by law cannot practice such activities, including investment consulting, researching retirement funds and managing stock trades.

Financial Coach

If you are ready to make a positive life decision to reduce debt and increase wealth, then we can assist you. Through coaching we empower you to make behavioral changes, which includes strategic budgeting so that you make better financial decisions. We will analyze your unique debt situation (i.e. student loans, mortgages, credit cards, etc.) along with your monthly expenses and income to create a dynamic plan that will allow you pay off your debts in less time. If you’re interested in financial freedom please contact us to learn more.

Daily Money Management (Personal Accountant)

We can make your life less stressful through our daily money management services. If you are non-tech savvy, a frequent traveler, a busy professional or just someone who really dislikes dealing with their monthly bills, we have you covered. We provide tailor-made money management solutions that eliminates all the hassle. We will make sure your bills get paid on time by keeping you on budget and facilitating the payments of bills. We can reconcile your bank and credit card accounts, organize and itemize applicable documents for tax preparation, prepare tax returns and provide a monthly status report so that you have a handle on your finances without all the stress.

Tax Returns

If you have a Schedule C business, an AirBnB, need assistance getting your tax organized, or preparing your tax return, we can help. For tax returns we use a secure portal so all your personal information is safe and you can send it via the Internet from anywhere!

Tax Planning

Navigating the tax code is like playing a board game with 60,000 pages of complex rules, except if you lose this game it could cost you thousands of dollars every year! You may be missing out on credits, loopholes and other deductions. We offer strategic planning that could help you keep more money in your pocket and less to Uncle Sam. Contact us so we can start putting a plan in action,

Tax Notices

It can be very stressful if you receive a tax notice from the IRS, the state or the local government. We can assist you with these matters by contacting these entities on your behalf as your Power of Attorney.