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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.

 

Financial Planning

All Services & Pricing

Frawley Financial Services, CPA, MBA, MSA offering Individual and Business Tax preparation and planning, financial planning, consulting, at competitive rates.  Located in Naples, FL, and serving clients nationwide remotely.

Financial Planning

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Financial Planning

from 250.00

Financial Planning Including:

Comprehensive Income Tax, Insurance, Education, Investment, Retirement, and Estate Planning.  Whether you need help with asset allocation for your self-directed 401K or Roth, or you need an Integrated Financial Plan, I will discuss various options and help you choose what works best to meet your needs to accomplish your goals.

Assets Under Management             Annual Fee

$250,000 -   $750,000                       1.0%

$750,001- $1,500,000                      0.75%*

$1,500,001+                                       0.6%*

*May include complimentary for-profit business and personal tax preparation

$300/HR (non-tax clients) and $250/HR (Clients) with a 40% Retainer required**

Hourly Fees are in addition to Asset Based Fees Above.  Minimum invested $250,000.

 

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