Amy Rose Herrick
Profit-Building Specialist
Explore tax preparation, three-year tax return review, comprehensive financial planning, and personal insurance guidance from Amy Rose Herrick.
Choose the level of support that fits your situation. Amy Rose Herrick provides tax preparation, strategic review of prior returns, comprehensive financial planning, and personal insurance guidance designed to help individuals and business owners make stronger financial decisions.
Tax Preparation Services
Accurate, thoughtful tax preparation for individuals and business owners who want more than data entry. This service is designed to help you file correctly, reduce avoidable mistakes, and keep more of what you earn.
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
A second look at the last three filed returns to spot missed deductions, filing issues, and opportunities to improve your tax position going forward.
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
A personalized financial plan built around cash flow, asset titling, retirement, debt decisions, entrepreneurship transitions, and long-range planning.
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
Guidance on life, disability, long-term care, and related personal protection planning so your coverage supports the rest of your financial picture.
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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