Jayson M. Thornton, CFP®
Financial Advisor
Practice Areas
Financial Planning
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.
Tax Resolution
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.
Tax Preparation
Tax Compliance Services, the preparation and filing of tax returns and or, amendments on behalf of our clients (Individuals, Small Businesses, and Non-Profits) that comply with the current tax laws. Tax Compliance services maintain client's "Good Standing" status with the IRS.
The client will be provided with a copy of the tax return and tax planning recommendations.
Business Planning
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 Funding, Record Keeping, Tax Planning, and more.
The client will be provided with a detailed business plan with action steps to achieve their goals.