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Premium Tax Program

$2,495.00

 

As we talk with clients each year, we have noticed that many people have the same questions regarding their taxes, money, and wealth accumulation.

You want more support in figuring out your goals: understanding where your money is going; creating a clear cash flow plan; exact steps on how to save more – so that there’s more cash at the end of the year.

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Description

You want more control over growing your wealth. You want to be proactive and learn what you can do now to better prepare for and protect your future.

We want you to know that we are here to help! Most people think that we just prepare tax returns and maintain bookkeeping for clients and their businesses. We do the tax numbers, but we also specialize in strategies to help our clients build wealth!

Our Premium Tax Program is designed to help you get more out of your finances.

This financial services plan includes:

  • A one hour strategy session with Deborah Daniel, CPA
  • A 20 page wealth plan – designed specifically for your personal situation
  • A one hour wealth get it done session – where Deborah will show you how to reach your financial goals
  • Extra bonuses that add up to $3600 in value!
  • A 30 minute annual check-up meeting – to create a new plan for the next year and make sure you are on track to reach your financial goals
  • Your annual tax return (up to $500)

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"Have been coming to Deborah for several years now. Wouldn't recommend anyone else! She is fabulous and always knows her information and helps me to get the best refund!"

Lindsay, Tax Return Client

We give you more than just numbers. We provide quality, professional services focused on your needs.