It’s not what you earn that matters, it’s what you keep. At Accountability Services, we go above and beyond to help you reach your financial goals and maximize personal wealth through effective tax planning and strategic advisory.
Our proprietary system identifies and integrates tailored solutions designed to keep your finances on track.
When it comes to your personal tax and financial situation, do you want to be strategic, proactive or reactive?
Reactive Approach
1040 Compliance
Your tax return should be the output of proactive planning. Because proactive planning drives tax efficiency, our engagements for 1040 compliance begin at the Proactive Approach level.
Proactive Approach
1040 Essentials™
Wondering if 1040 Essentials™ is a fit for you?
Click here to find out.
Develop a deeper understanding of your financial situation to expand your ability to make well informed, more proactive decisions.
- Tax Planning Meeting
- Premium Membership & Planning Workshop
- 1040 Individual Income Tax Return
Strategic Approach
1040 MasterPlan™
Build a personal relationship with your professional advisors and take full control of your financial future with strategic planning and guidance.
- Team Access
- Strategic Partner
- Quarterly Estimated Tax Payment Review
- Tax Planning Meeting
- Premium Membership & Planning Workshop
- 1040 Individual Income Tax Return
Don’t let your dreams stay dreams
Tax efficiency is the cornerstone of personal wealth management. Simplify financial planning, eliminate stress, and develop a strategic plan that will make your dreams a reality.
