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Fort Worth, TX
INDIVIDUAL SERVICES
Our individual services aim to give you a clearer understanding of your personal taxes and finances. We offer customized solutions to help you navigate the complex tax world and understand your financial picture. We are committed to making the tax filing process easier and instilling confidence in your personal financial management. With our assistance, you'll acquire valuable insights and strategies to boost your financial health.
OUR APPROACH
ONE-ON-ONE SUPPORT
You get a dedicated CPA so that you have a direct communication line to get your questions answered.
UNDERSTANDING & INSIGHT
Let's talk through your financial and tax pictures so that we can fully understand your profile.
AVOID SURPRISES
Year-round meetings and constant communication means that we are always in coordination.
PROACTIVE
We develop a gameplan to mitigate tomorrow's risks by making moves today.
INDIVIDUAL SERVICES
Income Tax Preparation
Income Tax Estimation
Personal Financial Planning
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Catch-Up Filings
CONSULT-TO-PROPOSAL
1
SCHEDULE CONSULT
Let's set up a time for us to meet and discuss where your needs and our services align.
2
DISCOVERY
During our call, we will see what services best fit what you are looking for.
3
PROPOSAL
After our call, we will put together a tailored proposal based on the services needed.
4
LAUNCH
After proposal review and acceptance, we will move forward and develop a launch gameplan.