top of page
Personalized Approach To Taking Control of Your Financial Future
Our team will provide the tools and guidance you need to achieve your goals, maximize your savings, and secure a bright financial future.
Our services are for you if...
you are a resident of NJ, NY, CT, or PA and are interested in an ongoing advisory relationship with a CPA.
you don't own a business, but you do have investment income, own a home, and/or have dependents.
you're in need of personalized financial planning, tax preparation, and investment advisory services tailored to your goals.
Choose Your Main Service Tier
To get started with building your ideal service package, simply choose your main service tier based on your current needs.
STARTING AT $1,500/YEAR
Annual Tax Return Preparation and Filing - Federal and State(s)
Estimated tax calculations and vouchers prepared with tax return
Live meeting to discuss tax return results
Tax Withholding Form (W4) review and recommendations
STARTING AT $2,000/YEAR
Includes everything in BRONZE plus:
Notice Management - Power of Attorney on file with the IRS to monitor any potential notices**
Mid-year update to estimated tax calculations
2 formal consultations per year
Streamlined Installment Agreement setup, if needed
STARTING AT $3,000/YEAR
Includes everything in SILVER plus:
Up to 2 tax plans per year
Quarterly update to estimated tax calculations
Assistance with submitting estimated tax payments (we'll submit on your behalf with your approval)
Up to 6 consultations per year
2-day response time to emails
** Does not include audit representation or amendments for info not initially provided by the client.
My experience with Al-Nesha Jones was by far the best I have had with a CPA. She is personable, professional and open to all questions and concerns. Her response time to questions whether on the phone or via email is great! I highly recommend Mrs. Jones for tax preparation. Thanks and looking forward to working with you going forward.
bottom of page