Wealth Baristas, LLC: Services for Individuals

We are always convenient to work with! If you want to meet in person without leaving your house, we can come to you. If it is easier for you to chat by phone, we can set up an appointment that fits your schedule. Following are some individual services we provide.

Tax Planning and Preparation

Tax laws are constantly changing, especially for individuals who own property or are saving for retirement. We keep you up-to-date on tax changes and explain how they affect you so that you can take advantage of new deductions. We help you plan ahead so that you have the right documentation on-hand when tax season arrives.

Quicken Training

Managing a household is like running a small business. Quicken can help you create a budget, track where your money is going and plan for major expenses like a child’s college education. If you already have Quicken or are thinking about purchasing it, our expertise will ensure it it utilized to its fullest potential.

Financial Information

We provide newsletters to help you stay informed of tax laws and other important changes that affect you and your family. Our tax preparation checklist will make it easy to gather all your relevant tax documentation. Whenever you have questions about your specific circumstances, we will be there to listen and provide answers.