Through our affiliated firm, REALM Investment Consulting LLC, we offer fee-only investment management for 0.5% (or lower for accounts over $1 million).
Integrating investment management with tax planning for optimal after-tax outcomes for individuals and small businesses.
Plan for your taxes before April 15th.
Not only are we here to prepare your tax return, we are here to help you plan ahead to minimize your taxes paid and maximize your refund.
We can help you with your investments - including allocating your 401(k) plan.
Federal and State Forms
We'll help you minimize your taxes paid and maximize your tax refund.
We'll help you decide which structure is best for you (and your small business).