CPA Services || Comprehensive Estate Plan || Insurance Broker || Retirement Planning
CPA Services:
► Tax Preparation
► Tax/IRS Resolution
► Monthly Bookkeeping & Cleanup
► Part-time Controller
Comprehensive Estate Plan ($1,995) -- Includes:
► Revocable Living Trust
► Certificate of Trust
► Last Will & Testament
► Financial & Healthcare Power of Attorney
► Advanced Directive / Living Will
► Guardianship for Minor Children and Disabled & Special-Needs Adults
► Unlimited Updates, Changes & Restatements
► Review assets and estate documents annually
Setup a Living Trust TODAY
Insurance Broker:
► Life) Final Expense | Mortgage Protection | IUL
► Health) Under 65 | Medicare
Retirement Planning:
► Annuities) Lifelong income stream
We provide local services to the Charlottesville, Albemarle, Nelson, Louisa, Fluvanna, Greene, Madison, Orange, Culpeper, Rappahannock, Augusta, Amherst, Lynchburg, Goochland, Buckingham counties of Virginia -- available to meet in-person. We also serve clients across the country via Phone/Zoom
This practice was founded to give people, businesses and non-profits access to the experience, specialized skills & direct efforts of having a dedicated CPA working for them
I give Business Owners & Non-profits the accounting expertise they need for continuous accounting at affordable fixed monthly rates.
I also represent Individuals & Small Business taxpayers in front of the IRS to remove the stress and anxiety of Tax Preparation & Tax Resolution (Collections & Penalties, Liens & Levies, Non-filed Returns, Payroll Tax Problems, Audit Representation & Trust Fund Recovery, and other IRS Collections action)
Up-front Agreed-upon Pricing + "Pay for the Value You Receive" Guarantee
Learn more about getting a Comprehensive Estate Plan -- watch here: (bit.ly/m/livingtrust)
Schedule a Call / Zoom Meeting -- here: (bit.ly/rahulmaitracpa)
(914) 806-4811 || Email: rahulmaitracpa@gmail.com