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Services & Pricing
Services & Pricing
Tax Planning
Simple Tax Filing
Complex Tax Filing
IRS Audit Defense
Description
$50.00/return
$100.00/hour
$100.00/hour
Description
Description
Structured Budget
Written Financial Plan
Portfolio Build
Description
Miscellaneous
Free w/ Introductory Meeting
Free w/ Financial Planning Meeting
$100/portfolio
Financial Planning
Introductory Meeting (1 Hour)
Financial Planning Meeting (1 Hour)
Financial Plan Review (1 Hour)
ProjectionLab Subscription
Complimentary
$75.00/session
$50.00/session
$5.00/month
Agenda
Agenda
Agenda
All Meetings are Price Negotiable on a Case-by-Case Basis.
Refunds for meetings will only be granted upon untimely delivery of Budget, Financial Plan, or Portfolio.
Tax Planning
Simple Tax Filing
Complex Tax Filing
IRS Audit Defense
$50.00/return
$100.00/hour
$100.00/hour
Click Me!
All Meetings are Price Negotiable on a Case-by-Case Basis.
Review our Refund Policy Here
Tax Planning
Simple Tax Filing
Complex Tax Filing
IRS Audit Defense
$50.00/return
$100.00/hour
$100.00/hour
Click Me!
Financial Planning
Introductory Meeting (1 Hour)
Financial Planning Meeting (1 Hour)
Financial Plan Review (1 Hour)
ProjectionLab Subscription
Click Me!
Complimentary
$75.00/session
$50.00/session
$5.00/month
Structured Budget
Written Financial Plan
Portfolio Build
Miscellaneous
Free w/ Introductory Meeting
Free w/ Financial Planning Meeting
$100/portfolio
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