Human Behavior Associates

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FINANCIAL ASSISTANCE

A CPA is available to consult, by telephone, regarding general financial concerns and tax concerns. A six to eight page financial plan, taking into consideration your income, debt and financial goals is available at no cost. For a minimal fee, a 30+ page detailed analysis of your financial situation with recommendations for investment types, estate planning, insurance coverage and related matters can be prepared for you and your family. These documents are prepared by certified financial planners.

Tax Preparation

A CPA or Enrolled Agent is available to prepare Federal and State personal income tax filings. Other services available include rapid refund loans, preparation of extension requests, estimated tax liability calculations, amendments to prior year tax returns, and tax planning. Costs vary according to the complexity of the return. They are typically 10-20% less than commercial tax preparation services.


 

©2005 Human Behavior Associates    


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