Planning Package Comparison

Planning Package Comparison
Package (Click package name for details) Traditional Proactive-Lite Proactive Strategic
Phone Consultations
Email Consultations
Tax Alerts
Due Date Monitoring
Personal Tax Preparation
Business Tax Preparation
Year-End Tax Planning Meeting 1 1 1 1
Annual Mid-Year Meeting 1 1 1
One-on-One Meetings 2 10
Biz Diagnostic
Business Financial Performance Review (Profit Cents) Annual Semi-Annual
Business Valuation (Biz Equity) Annual

Now that you’ve seen how we can help you, take the next step. Call Don at (856) 354-6110 or Joe at (856) 261-1499 to schedule your free analysis. We’ll identify the mistakes and missed opportunities that may be costing you thousands of dollars per year, then show you how to craft a plan to cure them.