Applied Financial Planning specializes in tax preparation and tax planning services to help clients build and preserve wealth. After gathering information from clients, Applied Financial Planning prepares tax returns or provides written tax planning analyses covering income tax planning, financial statements, and tailored recommendations. The firm does not manage investment portfolios, provide ongoing financial planning, or exercise trading authority. Services conclude once the tax return is filed or the written analysis is delivered. Applied Financial Planning is owned by William C. O'Connor, who has over thirty years of experience in the financial services industry. Because Mr. O'Connor is also affiliated with external broker-dealers and registered investment advisors, he may separately offer securities or investment management services through those entities.
Fee Structure
- Tax planning and preparation services — Fixed fees ranging from $1,000 to $10,000, or an hourly rate of $480, depending on the complexity of your situation.