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Services for Individuals

Services for Individuals


Whether it be tax preparation, tax planning, net worth financial statement compilation or general education, you have unlimited options for personal accounting services.  This is why we aim to be your most reliable and efficient resource.

We know you don’t have the time in your day to venture to your CPA’s office or even pick up the phone to ask some questions, and neither do we.  Although we are more than willing to hold video conferencing, we operate most efficiently exchanging emails so that we can both work on other things in the mean time.  We are on your schedule.

See below for a summary of the services we provide to individuals and contact us with any questions you may have.  See our rates page for information regarding rates and packages.

Individual Tax Preparation

Tax Planning

Personal Financial Statement Compilation

Personal Budgeting

Your Online CPA

Contact us today today with any questions on our services or rates.