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Jayson M. Thornton, CFP®

Financial Advisor

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SERVICE FEES

Jayson M. Thornton, CFP® is a fiduciary FEE-Only Financial Advisor (Hourly & Flat Fee for Service)

Financial Planning

TOTAL FEE $450.00

Meeting focuses on your current Financial situation and your long term Financial goals and what steps could be taken to accomplish them. This includes; Financial Coaching; Cash Flow Management, Saving, Debt Management, Tax Planning, Retirement Planning, Estate Planning and more.

 

The client will be provided with a detailed financial plan with action steps to achieve their financial goals.

Tax Resolution

TOTAL FEE $450.00

Meeting focuses on your current IRS situation and what steps could be taken to resolve it. This includes; Tax Debt Settlements, Tax Debt Payment Plans, Penalty Abatements, Tax Debt Forbearance, IRS Audits, Collections, and Appeals.

 

The client will be provided with a detailed plan with action steps to achieve "Good Standing" status with the IRS.

Tax Preparation

Individual Tax Prep fees start at $350.00

Federal and State Form 1040

Small Business Tax Prep fees start at $600.00

Federal and State Form 1040 with Sch C and or Sch E

Business Tax Prep fees start at $800.00

Federal and State Form 1120, 1120S, 1065, 990

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Tax Compliance Services, the preparation and filing of tax returns and or amendments on behalf of our clients (Individuals, Small Businesses, and Non-Profits) that comply with the current tax laws. Tax Compliance services maintain client's "Good Standing" status with the IRS.

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The client will be provided with a copy of the tax return and tax planning recommendations

Business Planning

TOTAL FEE $450.00

Meeting focuses on your current Business situation and your long term Financial goals for the company and what steps could be taken to accomplish them. This includes: Entity Selection, Business Formation, Record Keeping, Tax Planning, and more.

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The client will be provided with a detailed business plan with action steps to achieve their goals.

319 N. 4th Street #608

St. Louis, MO 63102

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