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For nearly thirty years, we have listened carefully to what our clients asked of us. What we learned is that you want more than just the annual filing of your tax return. You want a financial advocate who sees your entire vision with you, helping fit all the pieces of your complex financial world together. For over 10 years, we have worked to assemble the systems, technology, and implementation teams to provide you with the holistic tax solutions, state-of-the-art technology, and professional guidance delivered through our Premier Tax CFO service. You wanted your world simple again.
You wanted your world to make sense again.
Here’s what we’ve put together for you in our Premier Tax CFO service:
See Your Entire Financial World Online
• Enjoy secure, 24-hour access to your entire financial picture
• See your financial account values updated nightly
• Access a variety of financial planning tools
• Share selected information with your trusted advisors
Add Copies of Your Critical Documents to the Storage Vault
• Organize and access digitized copies of your important documents
• Access a list of the 17 critical documents you need in an emergency
• Enjoy secure, 24-hour access to your organized document copies
• Share selected document folders with your trusted advisors
Annual Individual Tax Return Preparation
• Preparation of individual tax return (1040)
• Receive year-end tax projection
• Complimentary telephone consultations during the year
• Retrieve your tax return from secure, online storage
Your Own, Personal Premier Tax CFO
• Provides you with comprehensive tax solutions
• Optimizes your financial world with tools, resources, and professional consultations
• Keeps you on target for your goals and dreams
• Makes sure your world is simple again
Now, you’re asking, “What’s the price?” Because of our unique systems and resources, we are able to make this service affordable to anyone looking to simplify and consolidate their financial worlds.
$500 One Time Set Up Fee
$1250 Annual Services Fee
GET STARTED NOW!
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