TAX PREPARATION AND FINANCIAL CONCIERGE SERVICES BY JOE FLAGIELLO, CPA (BASED IN NY/NJ BUT CAN FILE TAXES IN ANY STATE)
Do you lack a system or the time to manage and file all your financial records, bills and tax related documents? Do you have a hard time keeping track of where your money is going on a regular basis or if you are meeting your savings and investing goals? Do you need a CPA to help you minimize and prepare your taxes? That's MY PERSONAL BUSINESS!!
My Personal Business, LLC’s mission is to simplify people’s financial lives so they can use their invaluable time on activities they want to do rather on those they have to do.
Specifically, its aim is to perform the following services for its clients:
"Organize" - Advise on and implement best practices in achieving and maintaining a more organized financial and personal life through document management services and personal/financial record keeping
"Analyze" - Facilitate the achievement of financial goals through preparation and analysis of personal financial statements, budgeting, cash flow management techniques, debt reduction strategies, and asset allocation advice
"Minimize" tax time hassles (and taxable income) through year-round tax planning, information gathering, and tax preparation
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