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anchoredin success

Tailored Financial
Strategy for YOU

Accounting Documents

Tax Preparation Services

Reviewing Reports at Desk

3 Year Filed Income Tax Return Review

Accountant

Comprehensive Financial Plans

Business Consulting

Personal Insurance Lines

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

Can't Find TheService You're Looking For?

There’s no one-size-fits-all solution!

to create a plan tailored to you

Clients Who’ve Caught the Tax Wave of Satisfaction

Sandy, Business Owner
00:29
Paul Schuman, Business Owner
00:37
LaQuita Monley, LaQuita's Toolbox
00:33
Ken Krell, Business Owner
00:28
Giesele Thomson, Business Owner
00:49
Artie Vipperla, Business Owner
00:41
Amy Zwaigenbaum, Business Owner
00:30

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.

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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.

Click the book 

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