What should I bring to my appointment?

You should bring a copy of your prior years tax return, W-2s, 1099-Rs, proof of health insurance, mortgage interest statement, property taxes, DMV registration, itemized deductions for work, cash donations, non-cash donations. If you are self employed, bring your year-to-date P&L or your expenses on a spreadsheet with total income.

How long will the appointment take?

A tax appointment will most likely be 45min-1 hour depending on certain situations and circumstances.

Payment options?

I accept payment via cash, check, Zelle, Venmo, PayPal, and Square.

What is monthly bookkeeping?

Monthly bookkeeping is where I reconcile your bank accounts for the business, generate a Profit & Loss statement for you to see where your money is going and if you’re making a profit each month and quarterly, tax planning advice, marketing and strategy advice, and at the end of the year you’ll receive a huge binder with everything in it for the business for your taxes if you were ever to be audited. I like to call this you “gold” that you must keep in a safe place.

What is financial wellness?

A sense of security and feeling as though you have enough money to meet your needs. It’s about being in control of your day-to-day finances and having the financial freedom to make choices that allow you to enjoy life.

What retirement plan should I choose?

This is a great question! There so many to choose from and there are a lot of circumstances. It really depends on your life situation and what your job entails. Whether you are self-employed or have a regular W-2 job there are options for you. I have a blog post about this exact questions called 7 Retirement Options You Should Consider.