Phone Consultation focuses on your current Financial Situation and Recommendations for improvement. This is also your opportunity to ask about our firm's services, process, and fees. 

The Client needs to call the office for their Phone Appointment and ask to speak with Financial Advisor Jayson Thornton CFP 314-776-9076

Meeting focuses on your current Financial situation and your long term Financial goals and what steps could be taken to accomplish them. This includes cash flow management, saving, debt, tax planning, investing, retirement, estate planning and more.

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

Meeting focuses on your current Financial situation and your long term Financial goals and what steps could be taken to accomplish them. This includes cash flow management, saving, debt, tax planning, investing, retirement, estate planning and more.

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

This is NOT a free consultation appointment. This is for tax preparation only, your tax prep FEE will be due at the end of the appointment. Individual Tax Return Prep fee (No Sch C or Sch E) start at $350 and Business Tax Return Prep Fee start at $800, additional fees are bill by the hour $450

This is NOT a free consultation appointment. This is for tax preparation only, your tax prep FEE will be due at the end of the appointment. Individual Tax Return Prep fee (No Sch C or Sch E) start at $350 and Business Tax Return Prep Fee start at $800, additional fees are bill by the hour $450

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.

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.

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.

​

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

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.

​

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

This appointment is to review your Tax Return, Financial Plan, Tax Resolution Plan, or Business Plan that was recently prepared by THORNTON Financial LLC