About
RFC®, RSSA®, CFF June 2013 – Present
Founder of a general-purpose personal finance company. Have authored several books on personal finance and related subjects. Also, have assisted clients in tax situations to develop a tax strategy that works for them and the government. I am licensed as an Independent Investment Advisor and will provide comprehensive financial plans on a fiduciary fee-only basis. Accredited Better Business Bureau member for Middle Tennessee.
Services and Rates
Financial Planning
· Financial Planning – debt reduction, asset accumulation, financial goals, investment review, budgeting, comprehensive financial plans, and other aspects. A fee-only approach at $125 an hour with a one-hour minimum.
· For financial planning that includes asset management please see the fees in the Brochure These services are offered for an annual fee of $3,000 that includes a comprehensive financial plan and at least four quarterly meetings.
Social Security
· Social Security Analysis on an in-depth and comprehensive basis for one low price of $125. The analysis includes the review of thousands of possible filing strategies with the use of a proprietary software package.
Tax Preparation
· Individual Taxes - $200 for an individual filing a single 1040 Form, a Schedule C Profit/Loss from Business an additional $150, Schedule E Profit/Loss from Real Estate an additional $150, and other lesser-used forms as needed on a per form basis. The fees for individual tax preparation include e-filing all federal and state forms. For an additional $50 it can include five-year audit protection, $2,500 Tax Preparation Guarantee, and one-year Identity Theft protection. Additional rates available upon request.
· Business Taxes – For corporations and LLC’s I prepare taxes on an hourly basis of $150 per hour with a three-hour minimum.
· Registered with CTEC (#A306009) authorized to prepare California State and Federal tax returns.
To schedule a free 15 minutes consultation please visit https://calendly.com/kgmeyer and for a small fee, I offer both 30 and 60 minutes consultations.
www.kgmeyerpc.com
I enjoy making a difference in my client's lives and seeing them succeed with their finances.
Photos and videos
Reviews
Roger M.
Nicki C.
Frequently asked questions
What is your typical process for working with a new customer?
I can do most things over the Internet via emails or through a combination of emails and phone conversations. For local clients I am more than happy to meet face to face at any time.
What education and/or training do you have that relates to your work?
I hold numerous advanced degrees with them being an MS in Financial Planning, an MS in Accounting, and an MBA. Currently, I am working on a Doctorate in Business Administration. I am also a legal financial advisor in the State of Tennessee and a Registered Social Security Analyst. My full-time employment is with the federal government overseeing $100 million-plus in contracts.
Do you have a standard pricing system for your services? If so, please share the details here.
For financial planning I offer two means to be compensated and that is an hourly fee or as a percentage of assets I manage on your behalf. For individual income taxes I charge $200 for a 1040 and any state returns and any additional schedules can be nnegotiated.
How did you get started in this business?
I have always been fasinated by numbers and the financial world so I starfted my business on the side until I retire from federal service.
What types of customers have you worked with?
I have advised and done tax planning for a wide variety of individuals from millennials to retirees.
What advice would you give a customer looking to hire a pro in your area of expertise?
Never feel pressured to select an advisor or tax specialist. Always hire someone you feel comfortable with and who is willing to answer all your questions up front. Do not hire someone who uses a cookie cutter approach to you, everyone's situation is different and unique.
What questions should customers think through before talking to pros about their needs?
What is your end goal in hiring a financial specialist? How can you help me and my unique situation?