Tax and Legal

Our Financial Services Program provides you and your eligible family members with financial referrals to top-rated financial professionals.

Services range from individual consultations involving budgeting, credit matters, estate planning, retirement planning, and college funding, general investment subjects, and tax issues.

Family meeting with a wealth specialist.

Typical matters include credit counseling, debt and budgeting assistance, tax planning, retirement, and college planning questions.

Members are also entitled to receive a 30-minute income tax planning related consultation per year on each separate tax issue they encounter. Preparation of all personal income tax documents a preferred rate reduction of 25% from the CPA’s normal fee.

Each member is entitled to a no-cost telephonic consultation with our legal and financial coaches. Typical matters include credit counseling, debt and budgeting assistance, tax planning, retirement, and college planning questions. These services also are provided by seasoned financial professionals and licensed CPA’s. Telephone consultations are generally limited to thirty minutes per issue.

Our Tax Preparation and Consultation Component allow members to receive a 30-minute income tax planning related consultation per year on each separate tax issue they encounter. Preparation of all personal income tax documents are prepared by a CPA at a rate reduction of 25% from the CPA’s normal fee.

Each member is entitled to one (1) initial thirty-minute office or telephone consultation per separate legal matter at no cost with a network attorney. In the event that you wish to retain a participating attorney after the initial consultation, you will be provided with a preferred rate reduction of 25% from the attorney’s normal hourly rate. Virtually all types of legal matters are eligible for these services.

Resources

Market Specialists

Steph Foley
Head of Department
890.934.2900
s.foley@accentuate.com
Conor Phelan
Senior Advisor
890.934.2901
c.phelan@accentuate.com
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