Amy Rose Herrick
Profit-Building Specialist
Tax Preparation Services
Our tax preparation services ensure accuracy and uncover hidden deductions, so you keep more of your hard-earned money. With our expert team by your side, you’ll navigate complex tax laws confidently, avoid costly mistakes, and gain peace of mind knowing your finances are in capable hands. Let us handle the numbers while you focus on what truly matters—your life and goals!
Personalized Consultation
One-on-one meetings to discuss your unique financial situation and tax needs
Detailed review of your financial documents to identify deductions and credits.
Tax Planning for the Future
Insights and recommendations for tax-efficient strategies moving forward
Guidance on retirement contributions, investments, and other tax-saving opportunities
Year-Round Support
Access to our team for questions and concerns beyond tax season
Updates on changes in tax laws that may affect your future filings
Thorough Tax Filing
Preparation and filing of federal and state tax returns.
Assistance with all relevant tax forms, ensuring accuracy and completeness.
Maximizing Deductions
and Credits
Comprehensive analysis of eligible deductions and credits tailored to your circumstances
Strategies to optimize your tax position and potentially increase your refund
3 Year Filed Income Tax Return Review
Did you know that many taxpayers miss out on significant savings due to errors or overlooked deductions in their past returns? Our 3-year filed income tax return review service delves deep into your previous filings to identify mistakes, uncover missed opportunities, and optimize your tax strategy for the future. By catching these issues now, you can potentially reclaim money you didn’t know you were owed and set yourself up for lower taxes now and down the road. Let us help you maximize your financial potential—because every dollar counts!
Detailed Review of
Filed Returns
Comprehensive examination of your tax returns from the past three years
Identification of any errors, omissions, or discrepancies that may affect your tax liability
Compliance Assurance
Verification that your returns adhere to current tax laws and regulations
Strategies to rectify any issues before they lead to audits or penalties
Ongoing Support
and Advice
Continuous access to our team for any questions or concerns regarding your tax situation
Updates on relevant tax law changes that may impact your filings
Maximizing Deductions
and Credits
In-depth analysis of potential deductions and credits that may have been overlooked
Recommendations for adjustments that could lead to refunds or reduced tax liabilities
Personalized Consultation
One-on-one meetings to discuss findings and recommend tailored solutions
Insights into how your past filings can inform future tax strategies
Comprehensive Financial Planning
Are you ready to take control of your financial future? A comprehensive financial plan is your roadmap to achieving your life goals—whether it’s correct asset titling, transitioning from W2 to entrepreneur, and debt restructuring. Our personalized approach analyzes your unique situation, aligning your investments, savings, and insurance strategies to work in harmony. With a clear plan in place, you’ll not only gain peace of mind but also the confidence to navigate life's financial challenges. Let us help you build a secure future, because your dreams deserve a solid foundation!
Personalized Financial Assessment
In-depth evaluation of your current financial situation, including assets, liabilities, income, and expenses
Identification of your short-term and long-term financial goals
Entrepreneurship Transition Planning
Support for those moving from W-2 employment to entrepreneurship, including cash flow management and business structure advice
Development of a robust financial plan that addresses your new business needs
Investment and
Retirement Planning
Tailored investment strategies aligned with your financial goals and risk tolerance
Retirement planning services to help you build a secure and sustainable income stream for the future
Asset Titling Optimization
Guidance on correct asset titling to maximize tax benefits and ensure effective estate planning
Strategies to protect your assets and minimize risks
Debt Restructuring Strategies
Comprehensive analysis of your current debt situation with personalized restructuring plans
Recommendations for consolidating debt, reducing interest rates, and creating manageable payment plans
Ongoing Monitoring
and Support
Regular reviews of your financial plan to adapt to changing circumstances or market conditions
Continuous access to our team for questions, updates, and adjustments to your plan
Personal Insurance Lines
Life is unpredictable, and protecting what matters most is essential. Our personal insurance lines—covering life, disability, long-term care, Air Ambulance, and more—provide you with the security and peace of mind you deserve. Imagine knowing that you and your loved ones are safeguarded against unexpected events, allowing you to focus on living life to the fullest. With tailored coverage that fits your unique needs and budget, we help ensure your financial stability no matter what life throws your way. Don’t leave your future to chance—let us help you protect it!
Personalized Insurance Assessment
A thorough evaluation of your current financial situation and personal risks
Identification of the types and amounts of coverage needed for comprehensive protection
Disability Insurance Recommendations
Expert advice on disability insurance coverage that protects your income in case of unforeseen circumstances
Customized strategies to fit your lifestyle and budget
Air Ambulance Coverage Planning
Information on the importance of emergency air transportation coverage, ensuring you’re prepared for unexpected medical emergencies
Tailored recommendations based on your travel and health requirements
Life Insurance Planning
Guidance on selecting the right life insurance policies that provide financial security for your loved ones
Analysis of term, whole, and universal life options tailored to your family's needs
Long-Term Care Insurance Guidance
Assistance in understanding the importance of long-term care coverage to protect your assets
Recommendations for policies that meet your specific health and financial needs
Ongoing Support and Policy Review
Regular reviews of your insurance needs to adapt to your changing circumstances
Continuous access to our team for questions and updates on coverage options
Clients Who’ve Caught the Tax Wave of Satisfaction
Check out Money With Amy Book Series
Money With Amy
Book Series
Find a book that is suitable to your needs
Let’s talk about mastering self-employed taxes.
This guide, crafted by an experienced business consultant, equips you with the knowledge and confidence to make astute financial decisions, ensuring your business not only survives but thrives in the ever-evolving tax related landscape.
This book is not just a guide; it is your strategic ally in navigating the complex terrain of self-employed taxes.
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