personal products

Choose the level of service to meet your personal financial needs and budget

Are you looking for:

  • QuickBooks Online Essentials monthly subscription
  • Advisory time with a licensed CPA
    – 1 hour per year

Are you looking for:

  • QuickBooks Online Essentials monthly subscription
  • Advisory time with a licensed CPA
    – 5 hours per year
  • Personal accounting – done for you!

Are you looking for:

  • QuickBooks Online Essentials monthly subscription
  • Advisory time with a licensed CPA
    – 5 hours per year
  • Personal accounting – done for you!
  • Prepare/e-file annual income taxes
    – Federal, state & local

Are you looking for:

  • QuickBooks Online Essentials monthly subscription
  • Advisory time with a licensed CPA
    – 5 hours per year
  • Personal accounting – done for you!
  • Prepare/e-file annual income taxes
    – Federal, state & local
  • Fiduciary wealth planning with taxes in mind –CWOs for Hire