We provide personal services to individual clients going through a complicated process like business sale or divorce, to provide documentation to third parties like banks or government, maximize the financial potential of life’s financial opportunities like salary, employee benefits or investments. Also, we help make complex processes simple, especially when facing the challenge of mental and technological overload.

To maximize the value you receive, it is important to first identify and prioritize among these general service categories. It might be useful to use this as a checklist. Pricing and Client Agreement are also online. Then contact us for a free initial consultation.

Checklist of services

The tasks required are typically divided into the categories listed below in checklist format. Again, it is important to identify and prioritize those that will give greatest value.

FINANCIAL MANAGEMENT

  • Setup secure online software systems to collaborate and manage financial account data
  • Pay bills

INVESTMENT SERVICES

  • Banking and bill payment for investment properties
  • Active management of investment properties
  • Deferring gain through tax-qualified exchange
  • Realizing tax-free gains on investment sales

RECORD KEEPING

  • Keep a copy of your important financial documents under the highest level of professional security standards
  • Transfer important documents to a physical device for safe storage in your safe or bank safe deposit box

BUSINESS SERVICES

  • Compile income and expenses for Schedule C ‘side hustle’
    (See separate business services checklist)

THIRD PARTY REPORTS

  • Accountant’s letters and opinions including third party verification of information
  • Tax status or other verification letter

TAX SERVICES

  • Listing of available tax reducing strategies
  • Preparation of local, state, and federal income tax returns
  • Transcript matching – Obtain IRS and state records to ensure payments match to ensure that IRS transcripts don’t contain any surprises
  • Comparison of prior tax years
  • Next Year Tax Projection – useful for updating next year’s estimated payments
  • Intake meeting – In person or video call
  • Personalized delivery – A video created at the time of delivery of the tax return walking through the return verbally
  • Response to a tax examination notice
  • Representation before the IRS and local tax authority
  • Tax penalty abatement or reduction

ADVISORY

  • Providing information on strategies that worked for others in similar situations and information about the changing financial environment

COACHING

  • Executive coaching for planning and strategies for significant life events (business exploration, retirement, divorce, disability)

DIVORCE

  • Divorce recovery strategies
  • Review of divorce settlement proposal for tax efficiency

RETIREMENT

  • Social security planning
  • Preparation of FAFSA financial aid forms
  • Planning for data management and disaster recovery

ESTATE

  • Discussions with family members on financial issues
  • Reading and discussion of four key estate documents and other documents as required
  • Providing smooth transition of business and personal affairs