Hourly Rates ($125-$160/hour) depending on services provided and frequency of visits. Specific engagement quotes available upon request. Fully licensed and bonded.
Budgeting & Financial Analysis
Saving You Money
“Diane helped me so much with a budget. I couldn’t have done it without her. She is great !!” …. Jeanne B.
Bill Paying & Document Organization
“Diane organized and sorted over 20 years worth of old tax files. She also reviewed my assets and got them properly titled and transferred into my trust. She’s a delight to work with.” … Elizabeth P.
” I don’t hesitate recommending Diane as a financial concierge. She is knowledgeable, smart, and efficient. In addition, she is patient, caring, and easy to work with.”… Marianne M.
Tax Returns & Tax Planning
Handling Tax Law Complexities
“I find Ms. Haselroth to be a well-seasoned CPA. She’s not only professional in her job but a CPA to trust. She has a passion for helping her clients with any questions or concerns they may have.” … Janet P.