This service is designed for individuals who want help organizing their personal finances and identifying potential tax deductions but do not operate a business or file Schedule-C. This product INCLUDES your Tax preparation and e-Filling at the end of the year.
Expense Tracking
Monitor and record monthly expenses
Organize transactions from bank and credit card accounts
Transaction Categorization
Categorize financial transactions into appropriate expense categories
Maintain organized records of spending activity
Deductible Expense Identification
Identify expenses that may qualify as tax deductions
Monthly Financial Summary
Review financial activity each month
Maintain accurate and organized financial records
Tax Strategy, Preparation, and eFile
Maintain organized records that simplify the annual tax filing process
Provide categorized expense summaries when preparing taxes
Provide proactive tax guidance throughout the year to help put you in the most advantageous tax position possible.
Individuals with multiple accounts
Clients who want better financial organization
Individuals who want assistance identifying potential tax deductions
Audit Support Included
ANNUAL TAX FILING INCLUDED WITH THIS MONTHLY SERVICE
This service is designed for individuals who want help organizing their personal finances and identifying potential tax deductions but do not operate a business or file Schedule-C. This product INCLUDES your Tax preparation and e-Filling at the end of the year.
Expense Tracking
Monitor and record monthly expenses
Organize transactions from bank and credit card accounts
Transaction Categorization
Categorize financial transactions into appropriate expense categories
Maintain organized records of spending activity
Deductible Expense Identification
Identify expenses that may qualify as tax deductions
Monthly Financial Summary
Review financial activity each month
Maintain accurate and organized financial records
Tax Strategy, Preparation, and eFile
Maintain organized records that simplify the annual tax filing process
Provide categorized expense summaries when preparing taxes
Provide proactive tax guidance throughout the year to help put you in the most advantageous tax position possible.
Individuals with multiple accounts
Clients who want better financial organization
Individuals who want assistance identifying potential tax deductions
Audit Support Included
ANNUAL TAX FILING INCLUDED WITH THIS MONTHLY SERVICE