Our Services
LET'S GET YOU TO THE RIGHT PLACE.
We have a wealth of services to assist you either way.
INDIVIDUAL
Paycheck Checkup
It’s important to revisit your tax withholding, especially if major changes from the Tax Cuts and Jobs Act affected the size of your refund this year. Even if you did a Paycheck Checkup last year, you should do it again to account for differences from TCJA or life changes.
A Paycheck Checkup can help you see if you’re withholding the right amount of tax from your paycheck. Too little could mean an unexpected tax bill or penalty.
INDIVIDUAL
Retirement Review
Many of our clients have requested a review of their retirement plans. This service includes a review of retirement goals and investments to help create focus and planning. This includes recommendations only, no trading.
The cost for this service will range from $75-$250, depending on the amount of review involved. The $75 charge paid in advance is a deposit. Any additional fees due will be communicated before any work is done. This is seperate from tax preparation.
