Many of your know that I have been a CPA & EA for 14 years. However, what you might not know about me is that my recent passion has been shifting towards estate planning as well as educating people who have recently lost a loved one about their finances and what to do when someone near and dear to you passes away.
When I'm doing estate planning and consulting work, I feel a sense of joy and accomplishment because I am their "safety net". My client's feel a sense of safety and fearlessness about their taxes, and I reassure them that I am only a phone call away if they need me. In this past tax season alone, at least three of my client's continually said, "Heather, you have literally lifted a huge weight off my shoulders".
After a few sessions with me, I guarantee that you will come out of our initial consultation with a sense of relief, fearlessness, and confidence that we can handle your financial affairs (either in the way of re-organizing your tax records at your home, or gaining a solid understanding of income taxes and/or tax planning). I can help literally from the start with organizing your financial records plus shredding documents that are no longer necessary. (The IRS statute of limitations is 3 years from the date of your tax filing, however I like to keep 7 years worth of records). After, organizing and collecting your financial records, I can complete your tax return.
So I've decided that it's time to bring this service to the wider world. As a gift to you, my friends and family and those connected to you, I'm offering a free consultation to see how I can help you get your financial life in order. As part of our initial consultation, I will assess your financial needs. It may be re-organizing your records and setting up a tax filing system, or educating you on income tax law and updates. I will help you organize your financial life! I will make taxes as painless as possible!
If you are interested, simply leave a comment on this post or click the link below and I will call you back within 2 business days.
I anticipate these slots to fill up within the next few days, and I don't know when I will be able to offer them for free like this again. So snag yours now! I can't wait to share this passion with you and your loved ones!
Sincerely,
Heather
When I'm doing estate planning and consulting work, I feel a sense of joy and accomplishment because I am their "safety net". My client's feel a sense of safety and fearlessness about their taxes, and I reassure them that I am only a phone call away if they need me. In this past tax season alone, at least three of my client's continually said, "Heather, you have literally lifted a huge weight off my shoulders".
After a few sessions with me, I guarantee that you will come out of our initial consultation with a sense of relief, fearlessness, and confidence that we can handle your financial affairs (either in the way of re-organizing your tax records at your home, or gaining a solid understanding of income taxes and/or tax planning). I can help literally from the start with organizing your financial records plus shredding documents that are no longer necessary. (The IRS statute of limitations is 3 years from the date of your tax filing, however I like to keep 7 years worth of records). After, organizing and collecting your financial records, I can complete your tax return.
So I've decided that it's time to bring this service to the wider world. As a gift to you, my friends and family and those connected to you, I'm offering a free consultation to see how I can help you get your financial life in order. As part of our initial consultation, I will assess your financial needs. It may be re-organizing your records and setting up a tax filing system, or educating you on income tax law and updates. I will help you organize your financial life! I will make taxes as painless as possible!
If you are interested, simply leave a comment on this post or click the link below and I will call you back within 2 business days.
I anticipate these slots to fill up within the next few days, and I don't know when I will be able to offer them for free like this again. So snag yours now! I can't wait to share this passion with you and your loved ones!
Sincerely,
Heather
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