Integrated Financial Solutions Specialist
Individual consultation for Preservation of Assets, Security and Sanity (P.A.S.S.)
How to manage and organize financial aspects of your life, solutions to financial problems and financial challenges:
• How to prevent these challenges & problems
• How procrastination undermines your financial security
• The importance of a mission statement
• The importance of setting goals and prioritizing
• Explain why it takes A. T.H.I.E.F. to help get things in order
(Attorney ♦ Tax Consultant ♦ Health Professional ♦ Insurance Agent ♦ Everyday People ♦ Financial Professional)
• Provide some practical Life Tips
• Provide some practical Tax Tips
Tax Consultation & Preparation
Interview with client to discuss documents needed to file your tax return.
Then complete correct forms and schedules to prepare for electronic filing.
Assists with audits or other inquiries related to the IRS or tax laws.
General Accounting and Bookkeeping for individuals or businesses.
Let us help you stay organized and on top of tax related forms and payments.