OUR PRODUCTS

OUR PRODUCTS

Premium Tax Program

$2,495.00

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 allows you to gain more control over your financial future through one-on-one financial planning and guidance from Deborah Daniel, CPA. Over the course of a year, Deborah will leverage her 25 years of experience to help create a personalized strategy to help you reach your financial goals.

Premium Tax Retruns

$2,495.00

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 allows you to gain more control over your financial future through one-on-one financial planning and guidance from Deborah Daniel, CPA. Over the course of a year, Deborah will leverage her 25 years of experience to help create a personalized strategy to help you reach your financial goals.

Bookkeeping Checkup

$200

We’ll come in and take a look at your current bookkeeping system and figure out what your next steps are.

• Review – We’ll review your books and your processes to see how your financial reporting looks. We even check for accuracy in transactions.

• Report – We’ll give you a personalized report showing you exactly what’s working and what isn’t.

• Recommend – We’ll meet with you to go over our recommendations so that you have an action plan going forward.

Bookkeeping Checkup

$200

We’ll come in and take a look at your current bookkeeping system and figure out what your next steps are.

• Review – We’ll review your books and your processes to see how your financial reporting looks. We even check for accuracy in transactions.

• Report – We’ll give you a personalized report showing you exactly what’s working and what isn’t.

• Recommend – We’ll meet with you to go over our recommendations so that you have an action plan going forward.

Set up your entity

$595.00

We’ll help you select the best entity type for you and then we’ll set everything up.

• Help you determine which business structure is right for you.

• Assemble all the documents you need.

• File everything for you.

Set up your entity

$595.00

We’ll help you select the best entity type for you and then we’ll set everything up.

• Help you determine which business structure is right for you.

• Assemble all the documents you need.

• File everything for you.

"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

"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

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 -

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.

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