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

Payroll Oversight & Support
  • 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

Business Financial Planning & Operations

Bookkeeping Oversight & Support
  • 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

Personal Financial Planning

  • Cashflow & Budgeting
  • Risk Management
  • Education Planning
  • Retirement Planning
  • Special Situation Planning
  • Estate & Legacy Planning

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

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
  • 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
  • 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
Business Retirement Plans
  • 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