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SERVICES

Tax Prep Pricing

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My hourly rate is $250.

I will do my best to estimate the total cost at our initial meeting and will advise if additional time is necessary if I run in to an issue during the tax preparation. All fees are payable when the return is picked up with cash, check, Zelle, Venmo, Paypal or Apple Pay. If you prefer credit card, I will add the additional processing fee of 3% to the total.

Social Security Discussion

 

I discuss your needs based on lifetime expectancy, income and your financial goals.

For most people if you are still receiving earned income, keep in mind your SSA benefits increase by 8% annually if you delay taking benefits after "full retirement age" until age 70. Your full retirement age depends on your year of birth...1960 and later is age 67. Remember, once you take SSA benefits, that amount will not change unless you cancel and payback all benefits received to date within the first 12 months.

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Bookkeeping

 

I no longer provide bookkeeping services, but can help you with some basic guidance.

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