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Saggio Accounting
Individuals & Families
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.
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.
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.
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.
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.
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.
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.
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.
Ralph Estep Jr., LPA
Licensed Public Accountant & Founder·
