No Asset Minimums
How I Can Help You
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.
- 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.
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.
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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 firstname.lastname@example.org 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.