781.413.4879

Email Us

Offices in Newton MA and

Denver CO

   

     Home • Who We Are • What We Do • Benefits To You • Our Blog • Education • Client Forms • Contact Us

                     


Services

           For You

                                                                         

 

 

Comprehensive Financial Planning

Financial Snapshot

Hourly Service

Tax Strategies and Tax Preparation

Business Solutions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

KJH Financial Services' services include tax preparation for both individual (long and short forms) and business returns. Rates for tax preparation are dependent on complexity of your return. Our goal is not only to complete and file your IRS return, but to provide help with future tax advice hoping to save you time and money in the future.

The process begins with a meeting to review your past years returns and gather information for the current years tax return.

Additional contact may be needed to insure all information is received. Upon completion of the IRS tax return, we will meet again to talk about ways to plan for the next year. The IRS tax return will be mailed for you and both a bound hard copy and

CD will be provided for your personal records.

Please see Client Forms section for tax forms needed for initial meeting.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


                                             Certified Financial    Fee         

 

 

 

 

 

 

                                                                              KJH Financial Services | Registered Investment Advisor | Kimberly J. Howard, CFP®, CRPC®, ADPA® | 781.413.4879

                                                                                                                                                  © KJH Financial Services