|
Applied Advisor
Fee-Only Financial Planning Kathy
Hentges, CERTIFIED FINANCIAL PLANNER™
Applied Advisor can address your financial health and well being with services
that include tax preparation, retirement planning, investment selection, asset
allocation, debt reduction, cash flow management, tax planning, education
planning and more. Applied Advisor is a fee only financial planning firm.
Click on Our Services to learn more about
financial planning fees and services.

Tax Preparation
Financial planning not required
It is increasingly difficult for individual taxpayers to prepare a basic tax
return much less when things get more complicated. CPAs are expensive while big
box tax chains are staffed by seasonal workers. Allow Applied Advisor to offer
an alternative. Our tax preparation fees are less than most CPAs, yet your
return is prepared by a full time financial professional and C.T.E.C. registered
tax preparer.
Attention California Registered Domestic Partners: Beginning with the 2010
tax year you must file a "joint" but separate federal tax return and a
joint California tax return. Kathy Hentges, CFP® has
been working with domestic partners, registered or not, since 2003.
Click on Our Services to learn more about tax
preparation fees and services.

Last modified:
August, 2011
Certified
Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in
the U.S., which it awards to individuals who successfully complete CFP Board’s
initial and ongoing certification requirements.

|