Individual Services Page

Personalized Financial Support for Individuals

Managing your personal finances doesn’t have to be overwhelming. Our Individual Service Package provides year-round peace of mind with proactive planning, expert advice, and dependable support.

What’s Included

  • Monthly Cash Flow Monitoring
    Stay on top of your spending, savings, and investments with monthly insights to make informed decisions.
  • Annual Financial Roadmap
    Get a personalized financial plan that aligns with your goals and adapts to life changes.
  • Tax Planning & Preparation
    Strategize for tax season with dedicated fourth-quarter planning and full-service tax return preparation.
  • Quarterly Financial Review Calls
    Discuss your finances, uncover opportunities, and adjust your strategy every quarter.
  • Ongoing Support
    Access real-time help for financial software, quick questions, or unexpected challenges throughout the year.

Why Choose Our Individual Services?

  • Dedicated Personal Advisor: You’ll work with a financial expert who understands your goals.
  • Proactive, Year-Round Support: We’re here when you need us, not just during tax season.
  • Tailored Advice: Your plan is built around your life and your priorities.

Need help? Book a call at a time to suit you

At ML Tax and Bookkeeping, we believe that financial clarity is the foundation for achieving your goals—whether personal or professional. Founded with a commitment to simplifying finances, we specialize in providing personalized, year-round financial strategies that help individuals and businesses thrive.

Schedule a call