Virtual Appts Home Tours | Zoom | Our Covid Practices
Free services for those in need at this time including medicaid recipients, elderly with only SSI & no other income.
Income tax preparation, entity selection, customized spreadsheets and bookkeeping solutions for ~ theNetWorthLife.com ~ friends.
Exclusive provider of YourSpace 24/7, interactive online portal with all your document files and communications.
‘Therapists’ You Can Call On:
- IRS tax strategies
- Entity setup & timing decisions
- 100’s of handy spreadsheets
- Bookkeeping consulting
- Stock investing tool-kits
- YourSpace247 portal
You Value more than a ‘processor’, someone to call on to discuss how today’s planning can make tomorrow more fruitful? Lets look at what you’ve done, what you have, and where you’d like to go in the days and years ahead.
Key decisions today can glean $1,000s tomorrow.
Set-up: We will either set you up with a ‘boot camp’ approach being on-call as needed, offer on-going services or anything in between.
- We provide you with a pricing menu and suggested set of services at your request. Get started by giving us your financial perspective in this NetWorth Vision CLIENT REVIEW FORM. With your dossier on file we can ‘assess how to best assist’.
- Knowing your ‘Life Vision’ helps us support your work best.
- NO FEE initial consultations once the above are completed.
No, you don’t need to ‘come to the office’. We have clients all over the state, in other states, and out of the country.
FOR APPOINTMENTS, < GO HERE.
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