Other Services
Tax Planning & Preparation Services
We offer affordable tax planning and preparation services designed to help middle-class families, retirees, and self-employed professionals maximize deductions, reduce tax liability, and plan for a secure financial future.
✅Federal & State tax return preparation & filing (W-2 income, dependents, standard deductions, etc.)
✅Review of eligible tax deductions & credits
✅One 30-minute tax consultation
Packages for PTAs, PTOs & Community Programs
Additional Information
🎯 Purpose
To support parent and community organizations in creating financially sound, transparent, and sustainable practices while providing engaging fundraising and financial education opportunities.
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🌟 Package Offerings
1. Financial Foundations (Starter)
Budget creation tailored to the school year/program cycle
Income & expense tracking templates (Excel/Google Sheets)
Basic financial policy guide (cash handling, reimbursements, reporting)
One virtual training session for the treasurer and board
Quarterly financial check-in calls
💰 $500 per year
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2. Growth & Transparency (Standard)
Includes Financial Foundations plus:
Customized fundraising tracker & goal dashboard
Semi-annual financial review with recommendations
Monthly treasurer support (via email/phone)
Two workshops for parents/board on financial literacy & program transparency
Templates for annual reports and grant readiness
💰 $1,200 per year or $125 per month
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3. Community Impact Partner (Premium)
Includes Growth & Transparency plus:
Ongoing bookkeeping support (monthly reconciliation of accounts)
Fundraising strategy planning session
Annual compliance checklist & filing reminders (e.g., 990, state filings)
Priority access to Events By Ms G workshops & events
On-site (or virtual) training for board transition at year-end
💰 $3,000 per year or $300 per month
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🔑 Add-Ons (A la Carte)
Custom Fundraising Campaign Design (flyers, digital strategy): $250 per campaign
Grant Writing/Proposal Support: starting at $400
Full Bookkeeping Service (QuickBooks/online setup & monthly management): $200/month
Board Retreat/Workshop Facilitation (3 hours): $500
End-of-Year Treasurer Audit/Review: $350
---🎯 Purpose To support parent and community organizations in creating financially sound, transparent, and sustainable practices while providing engaging fundraising and financial education opportunities. --- 🌟 Package Offerings 1. Financial Foundations (Starter) Budget creation tailored to the school year/program cycle Income & expense tracking templates (Excel/Google Sheets) Basic financial policy guide (cash handling, reimbursements, reporting) One virtual training session for the treasurer and board Quarterly financial check-in calls 💰 $500 per year --- 2. Growth & Transparency (Standard) Includes Financial Foundations plus: Customized fundraising tracker & goal dashboard Semi-annual financial review with recommendations Monthly treasurer support (via email/phone) Two workshops for parents/board on financial literacy & program transparency Templates for annual reports and grant readiness 💰 $1,200 per year or $125 per month --- 3. Community Impact Partner (Premium) Includes Growth & Transparency plus: Ongoing bookkeeping support (monthly reconciliation of accounts) Fundraising strategy planning session Annual compliance checklist & filing reminders (e.g., 990, state filings) Priority access to Events By Ms G workshops & events On-site (or virtual) training for board transition at year-end 💰 $3,000 per year or $300 per month --- 🔑 Add-Ons (A la Carte) Custom Fundraising Campaign Design (flyers, digital strategy): $250 per campaign Grant Writing/Proposal Support: starting at $400 Full Bookkeeping Service (QuickBooks/online setup & monthly management): $200/month Board Retreat/Workshop Facilitation (3 hours): $500 End-of-Year Treasurer Audit/Review: $350 ---
