Premium Tax Program

$2,495.00

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.

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.

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.

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

- CPAA 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)

This financial services plan includes:

- A one hour strategy session with Deborah Daniel

- CPAA 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)

FAQS

WE ARE COMMITTED TO YOU

What accounting services do you offer?

We offer a comprehensive range of accounting services tailored to meet the unique needs of businesses. Our services include bookkeeping, audit assistance & preparation, full tax services, financial reporting & planning, tax optimization and compliance, payroll management, budgeting and forecasting, and more. Whether you're a small startup or a large corporation, our team of experts can provide the financial support you need to thrive.

How do your fees work, and are they affordable?

Our fee structure is designed to be transparent and competitive. We understand that cost is a concern for many businesses. The exact fees can vary depending on the scope and complexity of the services you require. We offer customized pricing packages to ensure you only pay for the services you need. Our goal is to provide high-quality financial services that are not only effective but also affordable. We're happy to discuss your specific requirements and provide a clear, upfront estimate.

How can I be sure my financial data is secure with your company?

We take data security seriously. Your financial data is treated with the utmost care and protected using industry-standard security measures. Our systems are regularly updated and audited to ensure they meet the highest security standards. Additionally, our team undergoes rigorous training to maintain the confidentiality and integrity of your data. You can trust that your financial information is safe when you partner with us. If you have specific security concerns or questions, please don't hesitate to reach out, and we'll be happy to address them.

© Copyright 2024 – Charter Accounting | All Rights Reserved | Powered by Coach Marketing Hub and Contact Compass - Terms and Conditions

© Copyright 2024 – Charter Accounting | All Rights Reserved | Powered by Coach Marketing Hub and Contact Compass -

© Copyright 2024 – Charter Accounting | All Rights Reserved | Powered by Coach Marketing Hub and Contact Compass -

FAQS

What accounting services do you offer?

We offer a comprehensive range of accounting services tailored to meet the unique needs of businesses. Our services include bookkeeping, audit assistance & preparation, full tax services, financial reporting & planning, tax optimization and compliance, payroll management, budgeting and forecasting, and more. Whether you're a small startup or a large corporation, our team of experts can provide the financial support you need to thrive.

How do your fees work, and are they affordable?

Our fee structure is designed to be transparent and competitive. We understand that cost is a concern for many businesses. The exact fees can vary depending on the scope and complexity of the services you require. We offer customized pricing packages to ensure you only pay for the services you need. Our goal is to provide high-quality financial services that are not only effective but also affordable. We're happy to discuss your specific requirements and provide a clear, upfront estimate.

How can I be sure my financial data is secure with your company?

We take data security seriously. Your financial data is treated with the utmost care and protected using industry-standard security measures. Our systems are regularly updated and audited to ensure they meet the highest security standards. Additionally, our team undergoes rigorous training to maintain the confidentiality and integrity of your data. You can trust that your financial information is safe when you partner with us. If you have specific security concerns or questions, please don't hesitate to reach out, and we'll be happy to address them.