Indvidual & Family Plans
Accounting Done Right
Personal
Accounting Subscriptions
Accounting assistance year-round and not just during the tax season. We offer on-going tax-planning abd budetatry services to individuals and families.
Indvidual & Family Plans
Accounting Done Right
Year-round Tax Planning
Stay on track with your tax obligation with every life event.
Accounting On-Demand
Plan Features
The assistance of your accountant will avoid heftly end of year taxes, and ensure the best overall tax stagy for the current tax year nada future years.
Paycheck Review
Review of your federal and state wages to ensure proper withholdings
Estimated Tax Parments
Quarterly estimation of all world-wide income
Contributions
Tax strategies on retirement, college, charity and income limits based on current income..
Reminders
We'll keep you on track with uploading receipts,tracking medical miles, contributions and personal write-offs into your portal..
On-Demand Help
Assistance with capital gains, like-kind,losses,sale of home,etc.
Ad-on
Ad-on the budgeting subscriptions to plan for future events such as a family addition or credit card pay-off. Budget and Save.
Budgeting
Stay on budget and plan for the future.
Monthly Tracking
Plan Features
Take charge of your personal finances with monthly tracking from a dedicated accountant.
Personalized Budget
We create a budget based on your finances and goals.
Loan Payoff
Keep track of your loan payments, interest and budget strategies.
Bill Pay
Stay on tack of your fixed and variable expenses and ensure on-time payment..
Bank Reconciliation
Compare the month-end bank statements against your personal records to make sure they match and the budget is allocated.
Monthly Reports
Preparing financial reports,budget and quarterly objections.
App
Esaily track your budget and uploadimportant documents and receiots.
All Accounting Services
IRS Representation/Priority Call
General Consultations
$175/hour
Business Living Will / Trusts Set-Up
$575
Digital Notary Services
$8/stamp
Tax Preparation
All Filing Status
$400-600
Federal & State
Tax Adjustments
$99
Retirement Account Set-Up & Tax Planning
$175
FAQ
NEED HELP? WE GOT YOU COVERED!
FREQUENTLY ASKED QUESTIONS
We complied with all the frequently asked questions. Should you need and extension consultation, don't hesitate to book an online appointment.
Plans range from $99 tp to $300/monthly.
Yes. All your accounts in one place. See it all at a glance when you link your cash accounts, credit cards, investments, and bills.
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Cancel your plan at any time. if you signed up for products and services via phone or online, you may cancel by email notice to billing@fieldsaccountingfirm.com
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