Kaul Financial Solutions provides financial planning and tax preparation services tailored to individual client needs. Financial planning is offered on a project basis, involving an evaluation of your current financial situation and future projections. Tax preparation services assist clients with preparing and filing federal and state income tax returns. Kaul Financial Solutions does not manage client assets.
Assets Under ManagementN/A
Clients10
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
www.kaulfinancialsolutions.com ·www.linkedin.com/company/kaul-financial-solutions ·www.instagram.com/kaul_financial_solutions
Fee Structure
- Financial Planning Services: Offered on an hourly basis at $250 per hour, with a minimum fee of three hours per project. The total fee depends on the complexity of your financial situation and planning goals.
- Tax Preparation Services: Fixed fee based on the number and type of forms and schedules required. The minimum base fee is $175, and current fees are available on the website.
One-Time Plan:From $750
Hourly Rate:$250/hr
Loading...