Financial Empowerment Pro
VIRTUAL CFO SERVICES TAILORED FOR YOU
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Monthly bookkeeping
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2 tax plans per year
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Monthly strategy sessions
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Provide financial statements
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Tax preparation
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Tax filing to all authorities
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Payroll (if needed)
The Money Makeover
QUICKBOOKS CLEAN-UP PACKAGE
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Up to 2 years of historical income and expense categorization
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Provide financial statements
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Tax preparation
Creative Success Roadmap
BUSINESS START-UP PACKAGE
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Register LLC w/ SOS
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Apply for EIN
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Set-up DUNS number
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Set up tradelines
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Set-up QuickBooks account
WHAT TO EXPECT WHEN WORKING WITH US
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Initial MeetingWe'll schedule an initial consultation to determine your tax needs and how we can best serve you. This helps get us ready for our next step.
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Document CollectionWe'll let you know what documents we need from you and you can upload them to our secure client portal.
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Tax PreparationWe do what we do best! We may need questions answered by you at this time. Your prompt response is appreciated!
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Return Review & FilingYou'll review your tax return and we'll resolve any unanswered questions at this time. Then we'll get your return filed!
What we need from you
TO GET YOU READY FOR FINANCIAL SUCCESS
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Personal Information - SSN #, DOB, Spouse's information, identity protection pin, bank account & routing information
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Income from Employment - Form W-2 or 1099s
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Income from Investments - Form 1099-B, 1099-INT, 1099-DIV, K-1s
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Business/Rental Income - Profit & Loss statement
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Miscellaneous Income - Form 1099-G, Gorm 1099-R, Form SSA-1099, 1099-C, Taxable Alimony received, gambling winnings, scholarships
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Proof of Expenses - Medical & Dental Expenses, Child care costs, Form 1098-T, Charitable donations, casualty & theft losses
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Proof of Taxes Paid - Estimated Tax Payments, State &Local Taxes Paid, Property Taxes Paid
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Miscellaneous Documents - IRA & HSA statements, Self-Employed health insurance premiums, deductible alimony paid, educator expenses, student loan interest paid