Roadmap Financial

We believe in offering the community great value, so we offer professional tax preparation at a fair price. We also believe it is critically important for everyone to understand their own personal tax situation so we take time with each client to explain and review their tax return. The tax code is complicated and it’s not uncommon to unknowingly and unnecessarily overpay when it comes to taxes. We believe it’s our job to not only prepare the tax return, but to help our clients understand and take advantage of tax planning opportunities whenever possible. Our goal is simply to get to know our clients and earn their trust by providing outstanding personal service and comprehensive planning.

Our Regular Price is $129, however if you or your spouse is at least 60 years of age you qualify for our discounted pricing of $99.

What’s included for our regular price?

1) Federal and North Carolina – Personal Tax Return Preparation
2) Electronic Filing and paper copies for your records.
3) A complimentary second opinion on the previous three years of tax returns – we will evaluate if more tax was paid than was owed.

What’s not included for our regular price?

1) Preparing tax returns for additional states (an additional $25 per extra state)
2) Large amounts of stock trades (fee established prior to beginning preparation)
3) Rental Properties (fee established prior to beginning preparation)
4) Bookkeeping (organizing records – fee established prior to beginning preparation)
5) Business Income (Schedule C – fee established prior to beginning preparation)

Always keep in mind, our goal is to keep all tax preparation fees as reasonable as possible.
Call for Business Tax Return Pricing.

Meet Nat Hayes:

Nat Hayes

Nathaniel P. Hayes, III is a Certified Public Accountant (CPA) specializing in individual and business tax return preparation and consulting. Nat has previously worked for both local (Dixon Hughes) and international Big 4 accounting firms such as KPMG Peat Marwick and Price Waterhouse Coopers over his 20+ year career. Nat graduated from the University of North Carolina in 1987 with a BA in Economics and stayed to get his accounting degree. A lifelong resident of Greensboro, he has raised two sons here and has been involved with various community organizations over the years.
 


      National Association
      of Tax Professionals

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

 © 2017 Roadmap Financial Consulting, LLC. All Rights Reserved. 

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