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Money Counseling and Coaching Services
for Individuals and Couples with Lu Bauer, CPA
Lu Bauer offers money counseling and coaching services on several topics, including, but not limited to: exploring financial issues, assistance with debt management, spending plans,
evaluating specific financial decisions, career choices and their relation to financial needs and goals, family money matters, divorce, managing personal money - check book and bank statements, and the dynamics of money in relationship.
Business Basics: Money Counseling and Coaching
for Start-Up and Small Business
These services include setting up systems for new business owners: record-keeping, ongoing help to improve current systems, analyzing year-to-date figures, planning for tax savings, assistance with record keeping problems and help in implementing software. Lu can help with analysis of current business profitability and make recommendations to improve the bottom line. She can help clients evaluate and choose what will be the best form of organization for them and their new business. Lu is also skilled in being her clients' independent advocate in complex legal transactions such as the sale or purchase of real estate.
Tax Matters: Counseling and Coaching
for Individuals and Couples
Lu Bauer's tax services for individuals include: Planning for the tax consequences of changes to one's financial status, planning for the tax implications of growth or inheritance, assistance with estimated tax payments and withholding allowances, year-end planning, responding to IRS notices,
preparing unfiled tax returns, implications of the sale or purchase of investments such as business or real estate.
- The Balancing Act charges $100 per hour, reckoned by the quarter-hour.
- Appointments for office visits and telephone consultations can be set up by contacting
lu@lubauer.com or by calling 207.729.0531.
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