This personal tax service program supports clients who are serious about taking control of their personal finances. GPS will review your current personal assets and liabilities to help you set up a budget and pay down debt, save for retirement, save for emergencies, and file your annual tax returns. We believe that financial planning is a process, not just a product, and must be reviewed on an ongoing basis.
What is Included in the Program:
- Monthly Personal Bookkeeping
- Annual Individual Income Tax Return Preparation
- Quarterly Estimate Tax Calculation, Voucher, and Payment Instructions
- Budget Set-up with Debt Payoff, Emergency Savings, Normal Savings, & Retirement
- Monthly Actual vs. Budgeted Income & Spending Reports
- Annual Net Worth Statements
- Audit Assistance – 5 hours of notice and audit inquiries from the IRS or State Agencies per year with a reduced hourly rate for time over 5 hours
- Annual Personal Tax Service: Projection, Planning, & Preparation
- Cloud Storage for your documents, receipts, and other financial files
- 24/7 Access to your financial information with your browser and/or smartphone
- 1/2hr Monthly Consulting Meetings with Alexis
Goals, Peace of Mind & Security:
- Discover, clarify and help prioritize your short and long term goals taking into consideration your values and what’s important to you.
- Identify, understand, and plan for life transitions you are or expect to be experiencing.
- Continue to support you in the rediscovery, clarification and prioritization of your short and long term goals, dreams and aspirations.
- Meet regularly to review your progress toward the achievement of your goals.
- Continue to support you with the implementation of your financial decisions.
- Monitor and assist in planning for life transitions you are or expect to be experiencing.
- Strategize and coordinate with your other Advisers (attorneys, investment advisers, etc)
- Being prepared financially for the unexpected things that can happen in life.
- Cash flow management to avoid overdrafts and debt.
This Personal Tax Service is for clients of all ages. Our current clients enrolled in our Financial Planning Program are from all stages of life. They seek advice and guidance in understanding how to best accomplish their goals and protecting what they have.
This Professional Personal Tax Service Starts at $149.99 a month.