William B. Larson, CPA, LLC offers comprehensive personal financial reviews and consulting services, focusing primarily on young professionals, middle-class earners, retirees, and small business owners. The firm provides guidance on budgeting, cash flow, insurance coverages, income taxes including return preparation, retirement planning, asset allocation, and estate planning preparation. Additional services include bill analysis and recordkeeping maintenance, educational seminars, and business consulting for acquisitions and project feasibility. William B. Larson, CPA, LLC operates strictly on an hourly fee basis and does not manage client investments, hold client assets, or execute trades, ensuring independent advice without conflicts of interest from product sales or commissions.
Fee Structure
- Hourly consulting and financial planning — $75 per hour for comprehensive personal financial reviews, budgeting, cash flow analysis, tax planning, retirement planning, and business consulting.