Financial Planning and Tax Preparation Package
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Preparation of annual federal and state income taxes
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Unlimited communication via email and/or telephone
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One hour financial planning session between May and November
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One hour of analysis or planning or research on a topic
Tax Preparation
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Preparation of annual federal and state income taxes
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Calculation of your estimated tax payments for the following year
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Tax planning for next 5 years
Accounting Services
Comprehensive Consulting Packages