Our Gold Client Level

 ”Gold Service” is our highest service.  We wish everyone of our

clients would take advantage of this level of service, but realize some clients may not feel the need.

Included in the “Gold” package:

1.  All required tax return preparation.

2.  Unilimited phone support.

3.  A free review of your Insurance, both personal and business.

4.  Tax planning and assessment before the year end.

5.  Marketing Stategies

6.  On-line access to your prior year tax returns.

7.  On-line access to State-of-the-Art Wealth Building Software.