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Please use the form on the right to contact us.  We strive to return all emails and phone calls within 24 hours, 7 days a week.  Be sure to include the best method for contacting you.  Thank you!

 

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260 Glen Eagle Circle
Naples, FL, 34104
United States

(561)-571-1272

At Frawley Tax and Consulting Services, we understand the value of not only excellent client service, but also developing strong, lasting relationships.  We perform both individual and business tax returns and tax planning, and at very competitive rates.  We understand and appreciate the importance of building trust, and recognize the difficulty in choosing a competent CPA that you feel comfortable speaking with both candidly, and confidently.   

Our services include Individual and Business Tax return filings, including FREE tax planning based on your anticipated future tax position, to minimize your overall tax liability.  We also offer a variety of additional business services at a great value.  Whether you want to outsource your QuickBooks bookkeeping and payroll services for a reasonable price to focus on your core business, or need help with budgeting, forecasting, or marketing, we are here to help. 

Our marketing services include performing an in-depth industry and company analysis, developing a marketing plan, creating an integrated website, brochures, business cards, company logo, and more.

 

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FREE PORTFOLIO RISK ANALYSIS

Are your investment portfolios on track with your retirement?  Is there too little or too much risk lurking in your portfolios, and if so where, and how do we correct them?  By understanding your risk tolerances on a deeper and scientific level, I am able to optimize your portfolio on a risk-adjusted basis.

Choosing a competent CPA and Certified Financial Planner™ you trust and are comfortable with is a difficult task, and I fully get that.  I pride myself on my integrity, and enjoy the privilege of protecting my clients' best interest as both a fiduciary, and as a dual professional.

Call or email today to schedule your FREE ONE-HOUR Risk Analysis and Portfolio Review!

Are your investment portfolios on track with your retirement, and aligned with your risk tolerance?  Is there too little or too much risk lurking in your portfolios,and if so where, and how do we correct them?  By understanding your risk tolerances on a deeper, scientific level, I am able to more accurately optimize your portfolio on a risk-adjusted basis.  Click on "Get Started" below to begin your free risk analysis!

By helping you better define and gain insight into your risk tolerance, you will gain the confidence needed to hang tight as

the market fluctuates through various business cycles- and not prematurely sell during a two-quarter decline, only to

buy back at higher prices during the next upswing.  I use Riskalyze as one of the tools to help pinpoint your risk tolerance,

and make the best suited asset-allocations so you can reach your goals.

 

I use the best software in the industry (same as the large financial institutions) as tools to minimize your risk exposure,

and allocate your assets with a 95% confidence level of hitting their targets every 6-months.  We will meet in person (or

virtually) to review your portfolio(s) and make adjustments as necessary, in addition to when your life situation changes.

The software has a very friendly client user interface, so if you're the type who likes to track everything and be more hands

on, you absolutely can, or you can just use it to check in on things periodically.