I often get asked to give a brief summary of the services I offer here at SBS. With that in mind, I have written the following blog post.
At this time, we have three predominant services we offer to individuals and businesses:
1. Fee-Only Financial Planning Retainer Service for Pre-Retired Married Couples and Entrepreneurs
Step By Step Financial is a fee-only financial planning firm in the metro-Tulsa, OK area. What makes us different from many financial firms is that we offer professional, objective tax and financial planning services on a one-to-one personal level. We are an independent firm whose complete focus is on the client.
We work with a small number of individuals in order to best serve each one, remaining focused on the needs of our clients. The only compensation we receive is directly from our clients. We do not receive commissions, referral fees or third-part incentives.
2. Individual and Business Tax Planning and Preparation
Along with the holistic financial planning services we offer to our clients, Step By Step Financial, LLC also services the tax preparation needs of many individuals and businesses. Kevin Jacobs, CFP®, EA is enrolled to practice before the IRS.
The fees for tax preparation are very straightforward. We serve the needs of our tax preparation clients on an hourly basis. For individual clients, the hourly rate is $75/ hour for the first four hours and $37.50 for each additional hour after the initial four. For business returns, the hourly rate is $75/ hour. There is a minimum fee of $75 for all returns. If you are looking for a second opinion on your individual or business return, we also offer that service at our standard business tax preparation rate. There are no additional charges for e-filing or document preparation.
3. 401k Retirement Plan for Small (as few as one participant) to Medium-Sized Companies
If you are looking to start a 401k plan for your company or if you are not happy with your current provider, please contact me so we can discuss the benefits of a multiple employer plan. Most small businesses do not know the liability they take on in offering a plan to their employees. On top of that, the fees charged by most providers are astronomical for the small to medium-sized businesses. You have nothing to lose by setting up an initial consultation for us to discuss your company’s retirement plan.