About
We take a financial planning approach focused on client education to ensure you get the most return for your investment and lower your tax bill.
Helping people!
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Huang H.
Alanna P.
Frequently asked questions
What is your typical process for working with a new customer?
We are fully digital and located in Parker, Colorado. We complete our work using secure processes as described in our privacy policy found on our website. In short, we will email you a secure upload portal and give you access to our Tax Planner. We complete a "question-answer" approach to ensure we reduce your tax liability to the extent allowable. We use electronic signature capability.
What education and/or training do you have that relates to your work?
15 years of finance industry professional experience along with ongoing training. Areas of expertise include finance, accounting, credit, financial planning, and regulatory compliance. Resumes of all team members located at www.seedmoneyconsulting.com/team
Do you have a standard pricing system for your services? If so, please share the details here.
Generally, we price $360 for individual and $600 for business returns. Depending on the engagement, we offer discounts were efficiencies are gained.
What types of customers have you worked with?
Individuals and small businesses ranging from start-up ventures to $25 million in yearly revenues.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure the professional has a background in regulatory compliance and a nice mix of professional training and experience. Also, make sure the firm takes the time to provide you with educational materials and explanations for key aspects of your financial condition and tax returns. You benefit greatly in these circumstances.