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Saggio Accounting

Saggio Accounting Plus

Meet with Ralph Estep Jr., LPA, a Licensed Public Accountant with 30+ years of experience, for a personalized in-person tax preparation session at our Middletown office. We'll review your documents, answer your questions, and make sure your return is filed accurately.

The $100 deposit secures your appointment and is applied to your total fee. Your final fee is based on our standard tax preparation fee schedule and reflects the complexity of your return.

In-Person Tax Preparation ($100 Deposit)

A one-on-one Google Meet with Ralph Estep Jr., LPA. Together we'll decide three things: where your money actually went this year, what to do before December 31st (and what to leave alone), and what your 2027 tax bill looks like before it shows up. After the call, you'll get a written recap of every decision by email.

After you book, please email your most recent pay stub (or your best records) and last year's tax return to ralph@saggioaccounting.com at least two business days before your call.

This is planning and advice, not tax preparation.

Year-End Personal Tax Review with Ralph Estep Jr., LPA

Meet with Ralph Estep Jr., LPA, a Licensed Public Accountant with 30+ years of experience, for a personalized virtual tax preparation session by Google Meet. We'll prepare and file your return together during the meeting.

The $100 deposit secures your appointment and is applied to your total fee. Your final fee is based on our standard tax preparation fee schedule and reflects the complexity of your return.

Virtual Tax Preparation ($100 Deposit)

A brief Google Meet call with Ralph Estep Jr., LPA, for quick updates, clarifications, or time-sensitive questions. This short meeting is ideal when you need to review one issue, confirm details, or get professional guidance without a full session. Please include your topic when booking so our call stays focused and productive.

Quick Call – 15 Minutes

A one-on-one Google Meet with Ralph Estep Jr., LPA. Together we'll decide three things: where your money actually went this year, what to do before December 31st (and what to leave alone), and what your 2027 tax bill looks like before it shows up. After the call, you'll get a written recap of every decision by email.

After you book, please email your year-to-date P&L (or your best records) and last year's tax return to ralph@saggioaccounting.com at least two business days before your call.

This is planning and advice, not tax preparation.

Year-End Business Review with Ralph Estep Jr., LPA

Virtual tax preparation and filing with Ralph Estep Jr., LPA, by Google Meet, included in your monthly service. We'll prepare and file your return together during this appointment. Please have your tax documents, identification, and any deduction or expense records ready to review.

Virtual Tax Preparation

A 60-minute, one-on-one video session with Ralph Estep Jr., LPA, founder of Saggio Management Group, plus a 30-minute follow-up video call.

If the April tax bill keeps surprising you, or credit card interest is eating your paycheck, this is where we start. We'll look at your whole household picture together, with no judgment, and leave you with a clear sense of where you stand and what to do next.

What's included:
- 60-minute Financial Confidence Assessment (this booking)
- 30-minute remote follow-up call, scheduled after your assessment

Investment: $495, paid when you book. This covers both calls. If you join the Saggio Financial Confidence Plan afterward, your $495 is credited toward it.

Please have last year's tax return handy for your session.

A Google Meet link will be included in your calendar invitation.

Financial Confidence Assessment

An in-depth 50-minute Google Meet strategy session with Ralph Estep Jr., LPA, for detailed financial or business planning. We'll dive into your goals, analyze your numbers, and develop a clear, personalized action plan. Ideal for complex tax, accounting, or business strategy discussions. A short questionnaire is completed during booking to tailor your session.

Strategy Session – 50 Minutes

Schedule a Virtual Payroll Assistance session with Renee Poole via Zoom. This meeting is for troubleshooting payroll issues, updating employee details, or reviewing reports. Ideal for existing clients needing one-on-one support. Please have your payroll system open and ready to share your screen during the session.

Virtual Payroll Assistance

Schedule a Virtual QuickBooks Technical Assistance session with Renee Poole via Zoom. This meeting is designed to troubleshoot QuickBooks issues, answer questions, or provide guidance on bookkeeping tasks. Perfect for existing clients needing one-on-one help. Please have your QuickBooks Online account open and ready to share your screen.

30 Minute QBO Assistance

In-person tax preparation and filing with Ralph Estep Jr., LPA, at our Middletown office, included in your monthly service. We'll prepare and file your return together during this appointment. Please bring your current tax documents, identification, and any deduction or expense records you'd like reviewed.

In-Person Tax Preparation

A focused 30-minute Google Meet strategy session with Ralph Estep Jr., LPA, to tackle your top financial, tax, or business questions. We'll review your situation, identify key opportunities, and outline clear, actionable next steps. Perfect for quick, targeted advice when you need expert insight and direction. A short questionnaire is completed during booking to tailor your session.

Strategy Session – 30 Minutes

Connect directly with Ralph Estep Jr., LPA, a Licensed Public Accountant and business advisor with 30+ years of experience, for a free 15-minute discovery call. Best for business owners exploring ongoing accounting, bookkeeping, or tax support. We'll talk through your goals, your challenges, and how we can help. It's a great first step to see if we're the right fit before scheduling a full consultation or ongoing engagement.

15-Minute Discovery Call with Ralph Estep Jr., LPA

Meet with Renee Poole for your Virtual Payroll On-Boarding session via Zoom. This meeting will walk you through payroll setup, employee entry, and firm connection. Ideal for new clients starting payroll services. Please have your employee details, business banking info, and payroll schedule available for setup during the call.

Payroll On-Boarding

A face-to-face consultation with Ralph Estep Jr., LPA, at our Middletown office, included in your monthly service. Use this session to review financials, discuss strategy, or work through specific accounting or tax matters. Please bring any documents or reports you'd like to review together.

In-Person Consultation – 60 Minutes

Meet Ralph Estep Jr., LPA, a Licensed Public Accountant with 30+ years of experience, for an in-depth, in-person 50-minute strategy session at our Middletown office. We'll review your goals, analyze your financials, and create a personalized, actionable plan for your business or taxes. Perfect for detailed discussions that call for face-to-face collaboration. A short questionnaire is completed during booking to prepare for your session.

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Saggio Accounting

Client Sessions (Monthly Clients Only)

Saggio Accounting