Our Services

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:

    • 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.

Life Insurance

Small Business Bookkeeping & Payroll Services

Staring at $240/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. We work to help each small business owner develop systems that will allow them to use their business to fund their personal financial goals and plans.

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.