Partnering

 
 

Benefits

  • Access to a CPA for advice and questions about financial goals and financial decisions
  • An advocate for you with the IRS and other government or private agencies
  • Access to your financial status anytime anywhere
  • Quarterly review of your spending and financial goals
  • Annual review of financial goals and advice on adjusting them
  • Filing of your Federal and State tax returns

Cost

  • $250 a month or $2,700 a year (10% discount)

Ready to move tracking your personal finances and goals from a burden to an asset

Fill-out the form below to get started

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