Financial Lifestyle Consulting Services

 

Financial Lifestyle Restoration Coaching

  • Starter Emergency Fund- Budgeting
  • Debt Reduction Plan 
  • Organizing Finances
  • One on One – 1 hour monthly coaching
  • Personalized budgeting program
  • Steps to small investments
  • 1-3 year improvements on finances
  • Confidentiality agreement
  • Cancel at anytime; non-refundable
  • PRICES ARE BELOW

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Tax Preparation

  • Income Tax Preparation & Filing

  • Amended Prior Tax Returns

  • Business Tax Preparation & Filing

  • Personal Tax Preparation & Filing

  • IRS Resolution & Audit Support

  • Electronic Filing & Paper Filing

  • Non-Profit, Estate/Trust Tax Returns

  • I.T.I.N’s/Tax I.Ds

  • Sales Tax Return Preparation 

  • Business Property Tax Return Completion & Remittance

    TAX FORMS FILED
  • 940, 941, 941B, 944

  • DE-9, DE-9C

  • W-2, W-3

  • 1096, 1099

  • Schedule H

  • 1040

  • Schedule a free one hour Consultation to learn more.

    Pricing

  • Pricing is based on tax return. Schedule a consultation to learn more!
  • PRICES ARE BELOW

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Bookkeeping

  • Accounts Payable

  •  Accounts Receivable

  • Bank Reconciliation

  • Books Clean-Up

  • Cash Flow Analysis

  • Customized Chart of Accounts

  • Customized Financial Reports

  • Customized Invoices, Statements & POs

  • Enter, Schedule & Pay Bills

  • Job Proposals

  • Pre-Tax Organization

  • Print & Mail Checks

  • Review & Diagnose your books

  • Clean up & Catch up 

  • Coaching & Consulting for quickbooks

  • Customized workflows

  • Streamlined Financials

  • Financial Coaching

    MONTHLY REPORTS INCLUDE

    • Balance Sheet

    • Check Register

    • General Journal

    • General Ledger

    • Profit & Loss

    • Profit & Loss Comparison

    • Profit & Loss Year to Date Comparison

    • Trial Balance

    • Schedule a free one hour consultation to learn more

  • PRICES ARE BELOW

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Payroll

  • Computerized Payroll – Checks or Direct Deposit

  • Liability Taxes

  • New Employee Reporting: DE-34

  • Payroll Ledgers

  • After-Tax Deductions – Child Support, Garnishments

  • Pre-Tax Deductions – 401(K), IRAs, Child Care, MSAs

  • Worker’s Compensation Reports & Audits

    REPORTS PROVIDED EACH PAY PERIOD
  • Check Register

  • Employee Earnings Report

  • Federal & State Taxes Transfer

  • Payroll Journal

  • Payroll Register

    TAX FORMS FILED

  • 940, 941, 941B, 944

  • DE-9, DE-9C

  • W-2, W-3

  • 1096, 1099

  • Schedule H

  • Schedule a free one hour Consultation to learn more
    Pricing

  • Pricing is at a Monthly Fixed Rate. Schedule a consultation to learn more!

  • PRICES ARE BELOW

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Credit Lifestyle Restoration

  • Unlimited Disputes Every 30-45 Days
  • Monthly Credit Update Emails
  • Unlimited Credit Building Program
  • Monthly Credit Consulting Coaching

  • Optional Customized Financial Budget Plan

We Have Success In Removing
  • Collection Accounts
  • Charge Offs
  • Derogatory Student Loans
  • Medical Bills
  • Late Payments
  • Repossessions
  • Evictions
  • Bankruptcies
  • Tax Liens
  • Judgements
  • Unauthorized Inquiries
  • Optional Budgeting Plan
  • PRICES ARE BELOW

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Business Credit

  • Legally build your business from scratch
  • Assistance with your business entity
  • Assistance with your EIN
  • Assistance License and Bonding if needed
  • Develop and build your business credit for funding 
  • Business Compliance
  • Access to Business Credit Reports
  • Securing A Business Loan

  • Vendors Database

  • Revolving Credit Database

  • Funding from Top Banks

  • Access to Corporate Auto Loans & Corporate Travel

  • PRICES ARE BELOW

 

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Student Loan Rehabilitation

  • Loan Consolidation 
  • Stop Wage Garnishment
  • End Tax Offsets
  • Payment Reductions
  • Loan Forgiveness
  • Loan Discharge
  • Loan Rehabilitation
  • PRICES ARE BELOW

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Financial Lifestyle Restoration Coaching

$499 Enrollment

$299/month recurring

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TAX PREPARATION

$ 375INDIVIDUAL & JOINT

$ 475SMALL BUSINESS

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BOOKKEEPING & PAYROLL

  REQUEST A QUOTE

Pricing is at a Monthly Fixed Rate. Schedule a consultation to learn more!

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STUDENT LOAN REHABILITATION

$ 649 FLAT FEE

$ 3502 MONTHLY INSTALLMENTS

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Credit Lifestyle Restoration

PRICING OPTIONS BELOW 

  • Pay Per Deletion

  • Monthly Payment Plan

  • Couples Monthly Payment Plan

     

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CREDIT LIFESTYLE RESTORATION PAYMENT OPTIONS

COUPLES

  • $399 Enrollment Fee
  • $25 Each/Month Credit Monitoring
  • $199/Monthly Payment
  • $100 Optional Budgeting Plan

PAY-PER-DELETION

  • $399 Enrollment/Audit Fee
  • $21/ monthly credit monitoring fee (REQUIRED)
  • Starting at $50 per item deleted per credit bureau *
  • $100 Optional Budgeting Plan

* Client is billed with invoice after item is deleted. You have an option of paying your full invoice or making monthly payments of $100 automatically drafted until balance is $0.