We help our clients navigate the world of investing AND the tax consequences that come with it. Specific situations which may require knowledge of both investing and tax include:
-Inheritance and Estates
-Large Capital Gains from Stock/Home Sales
-Setting up a retirement account as a self employed/small business owner
Unlike most tax firms, we can legally provide investment advice. And unlike mo
st investment advisors, we offer tax advice and can legally stand behind it (soon). Steven Harrison is the owner and operator of the business. He is currently a licensed Investment Advisor Representative* and is in the process of finishing his work to become an Enrolled Agent, the highest credential available from the IRS. Upon completion, this page will be updated. Enrolled agent status would authorize him to practice before the IRS, allowing him to advise you in the event of an audit. We hope to open fully in March of 2023. We are currently able to file returns and provide investment advice*, however we are not able to provide representation in front of the IRS at this time (2/17/2023)
Hope to speak with you soon,
Steve
* Investment advisory services are provided by Mr. Harrison through Fields RIA, an unaffiliated business.
