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Our tax preparation fees are lower than our competition because: 1. We charge by the hour not by the number of forms. 2. We don't pay for national advertising or franchise fees. 3. We don't try to earn an entire year's income during tax season. 4. We don't give you unnecessary fancy folders & advertising brochures. We're better than the competition because: 1. Our fees are lower than almost anywhere else and we offer similar services. 2. We prepare & process returns promptly and efficiently. 3. We don't file extensions unless the customer requests it. 4. We're available year round for all your financial needs.
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Financial life strategies/budgeting Retirement/estate planning Analysis of current income/expenses Future financial goals and how to reach them Debt and credit card counseling Pre-marital or divorce financial counseling Analysis/recommendations of insurance policies -home, auto, life, health, business Analysis of real estate investment potential Value analysis of property improvements and renovations Business start-up, planning & consulting You can rely on our 30+ years of comprehensive successful experience in numerous financial service fields.
Location: 120 W Center St, Paxton, IL 60957 Phone: (217) 379-4748 Email: dkj4748@yahoo.com Mailing address: P O Box 41, Paxton, IL 60957
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Why you'll like us: Confidentiality. Your personal information will not be disclosed to anyone, including family members, without your written permission. We shred all documents with any personal information. And we absolutely don't discuss your personal business at parties or the local coffee house! Save time and money. With today’s hectic lifestyles, it’s hard to find time to analyze your financial situation and set goals. We can get your financial matters in order and coordinate your needs to make your life easier and more productive. You’re in control. Our menu of services allows you to pick the type of financial strategy advice that you want, when you need it. You're not paying for services you don't need. Coordinating with other professionals. We have an excellent rapport with area banks, attorneys, brokers, and insurance agents. We will coordinate our services with the institutions and professionals that YOU choose to do business with. If you’re new to the area, we will be happy to recommend someone from our network of highly trained professionals. Accessibility We are available year round, not just tax season. We understand evening & weekend appointments are necessary in today’s busy world. In home appointments are also available.
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