Subscription Packages - Solutions for Your Success
Our subscription packages will provide you with an invaluable resource, a trusted advisor. You will have a professional who you can rely on for answers to your tax and financial questions.
It is critical to consult with a professional prior to making a decision that may impact your financial future. All questions are of our concern. If you do not have a trusted advisor to rely on, signing up for a subscription package is a simple, cost effective method to have a professional at your disposal when you need one.
- Service programs available in all states
- Accounting and tax return services are not included in the subscription packages
We offer the following subscription packages:
- Tax advice
- Guidance and understanding while creating a budget
- Strategies to improve your credit score and reduce debt
- Learn how to organize your records and discover tax deductions
- Financial goal setting
- Professional Partners Network
Includes everything in Silver, plus:
- Contact us before you make a major financial commitment - the purchase of a home, signing a lease, vehicle acquisition, or any other large purchase
- College savings ideas, tax considerations and understanding 529 plans
- Buy or lease decisions
- Life planning - protection and planning matters
Includes everything in Silver and Gold, plus:
- Annual planning call
- Tax strategies for the closely held business owner and the new tax law
- Advice for someone who is starting a business
- Real estate investment and tax benefits
- Set financial goals with your career - have a strategy before your interview or review
Have a question about our subscription packages? Give us a call today at 973-564-8080 or fill out our information request form and ask us how we can help you.