Personal Financial Management

The ideal solution to manage your personal finances

Our Personal Financial Management solution offers individuals an easy, streamlined way to hand over their personal finance tasks. For an affordable, monthly fixed fee, we handle paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity is facilitated online through our advanced web-based and mobile platforms—so you can work with us any time and from anywhere. Personal Financial Management ensures efficient, timely management of your personal accounting and provides peace of mind that trusted advisors are handling the work.

This solution is ideal for busy people with significant monthly financial transactions and balances to manage—such as business owners, executives, professional practitioners, and frequent travelers. If your time is fully committed, Personal Financial Management can help you simplify.

Client Center

Join a scheduled video meeting with a staff member.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll
Using SmartVault

Memberships

 

Our Blog

Self Employed? Smart Strategies for Minimizing Your Taxable Income

April 2, 2021

A lot of our clients that come to us with back tax problems are self employed. For one reason or another, they fall behind on their taxes. With COVID-19, small businesses have been hit the hardest and despite the government stimulus bills, there are still millions of businesses teetering on the border of failure. It’s understandable that a few of them fell behind on their taxes and we’re here to help.

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...and get what you need, when and where you need it!

Phone: 305-275-9456 • Fax: 786-214-6724
Email: info@scpatax.com