Services for Individuals and Families

In our complex world it can sometimes be hard to keep your books balanced and get your bills paid on time. This is especially true for busy professionals and senior citizens. At Julia Fitzgerald, CPA we give you peace of mind by professionally handling your money management for you.

Here is a sampling of services we offer:

• Offer initial hour of consultation free-of-charge

• Monthly bookkeeping services to help you put an effective financial money management system in place so that your bills always get paid on time

• Help you setup a system to organize your financial records and other important family documents

• Payroll services for household help

• Provide advice and other professional resources for legal services, insurance coverage and retirement planning

• Preparation of personal, estate and trust tax returns

• Offer notary services

• Monthly newsletter to help you stay on top of important issues and upcoming tax deadlines.