Client Services

Bronze

Bronze Client Services Include:

-Personal Tax Return Filing

-Phone Conferences

-Life Insurance policies

-Corporate Services

Silver

Silver Client Services Include:

-Personal Tax Return Filing

-Phone Conferences

-Life Insurance policies

-Corporate Services

-Retirement

-Tax projection and planning

Gold

Gold Client Services Include:

-Personal Tax Return Filing

-Phone Conferences

-Life Insurance policies

-Bookkeeping Services

-Corporate Services

-Corporate Tax Returns

-Corporate Structure

-Retirement

-Tax projection and planning

Platinum

Platinum Client Services Include:

-Personal Tax Return Filing

-Phone Conferences

-Life Insurance policies

-Corporate Services

-Retirement

-Tax projection and planning

-Bookkeeping services

-Quarterly Reviews

-Financial Planning

-Estate Planning

-Corporate Structure

-Business Advising