WHAT WE DO
Our services focus on four key areas, the ultimate goal is to take all of the complex interactions in your life and bring them into a cohesive straightforward plan for success.
Tax Planning & Compliance
Business Financial Planning
Personal Financial Planning
Investment Management
Pricing
Tax Planning & Compliance
Tax Planning & Compliance
Income Tax Planning & Preparation
- Business Tax Planning & Preparation
- Individual Tax Planning & Preparation
Business Financial Planning
Business Financial Planning
Business Value Enhancement
Business Exit Planning
Personal Financial Planning
Personal Financial Planning
- Cashflow & Budgeting
- Risk Management
- Education Planning
- Retirement Planning
- Special Situation Planning
- Estate & Legacy Planning
Investment Management
Investment Management
Personal Investment Management- Risk Tolerance
- Asset Allocation
- Asset Location
- Tax Mitigation
- Expense Mitigation
Business Retirement Plans
- Simple IRA’s
- SEP IRA’s
- 401 (K) Plans
- Profit Sharing Plans
Pricing
Pricing
We provide our services though a fee only model acting in a fiduciary capacity at all times. We will never charge a commission or have any hidden fees. You will always be able to see exactly what you are paying for our services.
Our fees are charged in three different ways:
- Hourly fees ranging from $200-$300 an hour for one time project work based on complexity.
- Monthly retainer fees ranging from $250 to $2,500 for initial startup and $150 to $5,000 a month for ongoing support services.
- Assets under management fees:
- 1.25% Annual Fee for assets up to $250,000 under management
- 1.00% Annual Fee for assets over $250,000 under management
- Fees are prorated and paid quarterly in arrears based on the average daily balance of the previous quarter
Payroll Oversight & Support
State and Local Taxation (SALT) Oversight & Support
Income Tax Planning & Preparation
- Payroll Setup
- Ongoing Payroll Review
- Integration of New Payroll Legislation
State and Local Taxation (SALT) Oversight & Support
- Sales Tax Setup
- Ongoing Sales Tax Review
- State and Municipal Reporting Support
Income Tax Planning & Preparation
- Business Tax Planning & Preparation
- Individual Tax Planning & Preparation
Bookkeeping Oversight & Support
Controller Services
CFO Services
- Transaction Review & Classification
- Account Reconciliation
Controller Services
- Accounting System Setup
- Accounting System Checkup
- Financial Statement Review
- Financial Statement Prep
- Forecasting & Budgeting
- Industry Benchmarking
- Key Performance Indicators
CFO Services
- Reasonable Compensation Studies
- Business Valuation
- Complex Business Structure Coordination
- Specific Strategy Implementation
- Entity Selection & Formation
- Cashflow & Budgeting
- Risk Management
- Education Planning
- Retirement Planning
- Special Situation Planning
- Estate & Legacy Planning
Personal Investment Management
- Risk Tolerance
- Asset Allocation
- Asset Location
- Tax Mitigation
- Expense Mitigation
- Simple IRA’s
- SEP IRA’s
- 401 (K) Plans
- Profit Sharing Plans
Pricing
We provide our services though a fee only model acting in a fiduciary capacity at all times. We will never charge a commission or have any hidden fees. You will always be able to see exactly what you are paying for our services.
Our fees are charged in three different ways:
- Hourly fees ranging from $200-$300 an hour for one time project work based on complexity.
- Monthly retainer fees ranging from $250 to $2,500 for initial startup and $150 to $5,000 a month for ongoing support services.
- Assets under management fees:
- 1.25% Annual Fee for assets up to $250,000 under management
- 1.00% Annual Fee for assets over $250,000 under management
- Fees are prorated and paid quarterly in arrears based on the average daily balance of the previous quarter
