Comprehensive Financial Planning
None of our financial decisions are made in a vacuum. Each choice that is made impacts another facet of our financial lives. The house you buy impacts your ability to save for retirement. The retirement plan you choose impacts your tax situation. Your tax situation influences your ability to qualify for student financial aid. They are all interrelated.
That is why I do comprehensive financial planning. I take a holistic approach to your financial situation. I get to know your values and priorities. I get a thorough understanding of your current financial situation. Then we map the way forward toward your financial goals. It is the only way to ensure your plan is right for you.
After we establish your financial plan I can assist with managing your investments. Combining appropriate account allocation, asset allocation, broad diversification, tax efficiency, and low fees we will reach your goals. Not everyone wants or needs this service, but it is available if you want it.
Individual Income Tax Preparation
I am an Enrolled Agent, federally licensed to prepare tax returns, provide tax planning advice, and to represent taxpayers in front of the IRS. I prepare and efile individual tax returns for my financial planning clients, including dependents. I can also prepare business returns, although if it is a return separate from your individual income tax return (i.e. form 1120, 1120S, or 1065) I bill separately for that particular service.