
Terence Connell
Personal Assistant

$ 250
/Flat rate
What's Included
What's Not Included
About this service
Have a CPA prepare your tax returns with speed and accuracy. CPA Accounting & Tax ServicesOur comprehensive CPA accounting and tax services cater to both businesses and individuals, ensuring accurate and reliable financial management. We offer: Electronic Filing: Fast and efficient filing of tax returns.Business Financial Accounting & Payroll: Complete accounting solutions for businesses, including payroll services.QuickBooks Pro Advisor & IT Support: Expertise in QuickBooks, Medisoft, and essential IT support.New Business Startups: Guidance and accounting support for launching your business.Credit and Funding Programs: Assistance with securing credit and funding for business growth.COVID-19 Related Consultations: Specialized financial advice and support related to the pandemic.Personal and Business Financial StrategiesWe provide tailored financial strategies to meet both personal and business needs. Our platform includes: Insurance: Coverage across all types, including life and long-term care insurance.Investments: Strategic investment options, including Traditional & ROTH IRAs, annuities, mutual funds, and ETFs.College Planning: Education-focused financial planning for families.Healthcare Solutions: Financial planning for long-term care, Medicare supplements, and living benefits.Estate Planning: Comprehensive estate planning to secure your financial legacy.Financial Education WorkshopsOur free, educational workshops are designed to empower individuals and families to achieve financial stability. We offer: Free Workshops: Open to everyone, with the flexibility of attending in-person or online via Zoom.Personalized Appointments: Individual consultations, including home visits, for personalized financial advice.Visit our Financial Education Blog for more insights and resources: https://wsbcampaign.com/terenceconnell Our mission is to educate 30 million families on financial management by 2030.
Service Area
Servicing Mount Morris, IL and surrounding 832-mile radius from you.
What's Included
What's Not Included
About this service
Have a CPA prepare your tax returns with speed and accuracy. CPA Accounting & Tax ServicesOur comprehensive CPA accounting and tax services cater to both businesses and individuals, ensuring accurate and reliable financial management. We offer: Electronic Filing: Fast and efficient filing of tax returns.Business Financial Accounting & Payroll: Complete accounting solutions for businesses, including payroll services.QuickBooks Pro Advisor & IT Support: Expertise in QuickBooks, Medisoft, and essential IT support.New Business Startups: Guidance and accounting support for launching your business.Credit and Funding Programs: Assistance with securing credit and funding for business growth.COVID-19 Related Consultations: Specialized financial advice and support related to the pandemic.Personal and Business Financial StrategiesWe provide tailored financial strategies to meet both personal and business needs. Our platform includes: Insurance: Coverage across all types, including life and long-term care insurance.Investments: Strategic investment options, including Traditional & ROTH IRAs, annuities, mutual funds, and ETFs.College Planning: Education-focused financial planning for families.Healthcare Solutions: Financial planning for long-term care, Medicare supplements, and living benefits.Estate Planning: Comprehensive estate planning to secure your financial legacy.Financial Education WorkshopsOur free, educational workshops are designed to empower individuals and families to achieve financial stability. We offer: Free Workshops: Open to everyone, with the flexibility of attending in-person or online via Zoom.Personalized Appointments: Individual consultations, including home visits, for personalized financial advice.Visit our Financial Education Blog for more insights and resources: https://wsbcampaign.com/terenceconnell Our mission is to educate 30 million families on financial management by 2030.