Our Services
Tax Preparation
+Planning
+Budgeting
Advanced Advisory Services
Life Insurance
Small Business Bookkeeping & Payroll Services
Business Consultation
Tax Preparation
Starting at $400/year
Tax compliance made simple. Drop off or electronically send us your tax documents and tax client organizer. We’ll call or email you with questions and/or to discuss. We’ll prepare and e-file your individual income tax return correctly and on time.
+Planning
Starting at $1,000/year
Beyond basic tax compliance, this package includes annual tax preparation plus a planning call or meeting between May and December each year to review and discuss:
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- Your Personal Financial Goals and Progress Toward Reaching Those Goals
- Annual Tax Projection and Paycheck Optimization
- Employee Benefits Review and Selection
- Life Insurance Needs Analysis
- Basic Retirement & Estate Planning
+Budgeting
Prices will vary
Includes +Planning as well as:
- Budget Analysis, Creation and Accountability
- Debt Reduction & Savings Plans & Goals
- Net Worth & Credit Report Tracking
Advanced Advisory Services
Prices will vary
Partnering with various other advisors – financial, legal, insurance, etc. – we can help you and your family develop and implement advanced, multi-generational financial and estate plans.
Life Insurance
Get a Quote – Get Personalized Quotes
Life insurance is an important part of just about every financial plan. Life insurance should be simple and give you peace of mind. Get personalized quotes in a matter of minutes here. Have questions? Already have coverage? Not sure what you need? Contact Jameson to discuss.
Small Business Bookkeeping & Payroll Services
Staring at $400/month
Using Intuit’s suite of cloud-based bookkeeping and payroll platforms, we help small businesses with their month to month and annual tax and payroll compliance needs. However, we work hard to only engage with clients to whom we can bring much more than just necessary compliance services! Our desire is to help small businesses think beyond compliance, setting short-, mid- and long-term business and personal financial targets and goals. We then develop and tailor financial systems that will help each individual client track and reach their personalized goals.
Business Consultation
Not looking for a month to month engagement but need some business advice (i.e. business structure, entity selection, etc.)? Schedule a one-time meeting for $300-$750. Bring all your questions and we will bring ours, too! We are confident we will get your business headed in the right direction.
