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Applied Advisor
Fee-Only Financial Planning 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. 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. 
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