Finances for the less traditionally employed and those aspiring

Matteo Headshot
Matteo Hoch, Candidate for CFP® certification, Enrolled Agent – Principal + Founder, Las Vegas, NV

Project-Based Planning

Fee-Only Fiduciary

No Asset Minimums

How I Can Help You

Tax Preparation
Taxes

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

  • Individual Income Tax Return (starting at $350)
  • Solopreneur Tax Return for your business or personal including Schedule C (Starting at $850)

The exact price will depend on the complexity of the return.

Investments Second Opinion
Investments

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
Guy Smiling
  • Self-Employed Retirment Plan
  • Major Purchase Planning (car, house, going back to school, etc), investments advice
  • Tax planning
  • Miscellaneous questions

$250 per hour

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.

Who I Serve

I serve the less-traditionally employed and those aspiring. Freelancers, solopreneurs, and those experiencing a “quarter-life” crisis unsure of how to take the next step in their lives.

Best suited for people earlier in their financial journeys looking for a second opinion or a plan they can implement on their own with some guidance.

More About Matteo

Presentation I Gave to Freelancers

Recent Blog Posts

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.

Work without Meeting

Contact matteo@birdspringfinancial.com if you would like to explore working together without directly meeting.

Please note, not all situations can be responsibly handled without having some conversation and collaborative meetings.