Finances for the less traditionally employed and those aspiring

Tax Preparation

I am an Enrolled Agent, the highest credential the IRS awards. I can help you with:

• Individual Income Tax Return (starting at $300)
• Solopreneur Tax Return for your business or personal including Schedule C (Starting at $500)

Investments Second Opinion

Have a financial advisor or a strategy you developed but aren’t sure if you’re missing out on something? Hire me for a second opinion.

This service can be done virtually via email or in 2+ meetings at your preference.

Starting at $500 and depends on complexity.

Consultation

• Major Purchase Planning (car, house, going back to school, etc), investments advice
• Tax planning
• Miscellaneous questions

90-minute session – $300. Additional $250 per hour for anything beyond the session.

Comprehensive Financial Plan

• Industry leading financial planning and tax planning software
• Covering where you are currently, where you want to go, and, most importantly, create a plan to get there. All while stress testing decisions and unknowns you’re concerned about
• Collaborative process – plan for at least 3 meetings over a 3-month period.

As part of the comprehensive financial plan, you will have access to your financial planner, Matteo Hoch, for 6 months for questions and help with implementation.

Comprehensive plans generally start at $2,500 and depend on complexity and your needs.

Explore Working Together

Flexible meeting times that work around a full-time schedule! Book a complimentary meeting or email us directly to explore if we are a good fit.