BAYSIDE TAX & WEALTH

Services

Financial Planning

  • Wealth Management Website

  • Income & Expense Projections

  • Annual Savings / Spending Targets

  • Alternative Cash Flow Scenarios

Investment Management

  • Recommended Portfolio & Rebalancing

  • 401k Investment Reviews and recommendations

  • Performance Reporting for Charles Schwab accounts

Income Taxes

  • Current Year Tax Projection with recommendations

  • Current Year Tax return preparation

Estate Planning

  • Review current estate planning documents and put together summary

  • Recommend any changes to current documents

Review Meetings & Phone Calls

  • Annual review meeting to discuss investment performance, spending, and taxes.  Typically taxes place in the beginning of the year.

  • Semi-Annual calls regarding spending and investment rebalances

  • Semi-Annual calls to review the current year tax projection

  • Calls as needed for other circumstances

Qualifying Clients & 
Fee for Service

At Bayside Tax & Wealth, we operate on an annual retainer fee, with no additional commissions or investment fees.  All services are included in the fee regardless of the amount of time spent with our clients.

Qualifying clients of Bayside Tax & Wealth will have less than $1,000,000 in investable assets.  For families with more than $1,000,000 please see the Bayside Premier Services.

The fee for all services included in the Bayside Tax & Wealth platform, the annual fee is 1% of the families adjusted gross income based on their most recent tax return.  The minimum fee for service is $1,800 per year.