Preece Financial ServicesPreeceFinancialServices
Helping your money make sense (and dollars)
Schedule Your Consultation
Free • No Obligation • 30 Minutes
Who We Serve
Small Business Owners
Entrepreneurship is more than a job - it's a mindset. It's about the passion to create something new. Running a business has its ups and downs. Let us handle your finances - both personal and professional - so you can focus on growth.
Retirees
You've spent your whole life working to build your nest egg. Now how do you turn that nest egg into an income stream? A lot changes in retirement. We help manage taxes, create income and enjoy the wealth you've built.
Real Estate Investors
Already own a portfolio of rental properties or you're just thinking about getting started? Whether it's current portfolio analysis, options for new purchases, or tax strategies unique to real estate, we have the answers.
Young Professionals
How much should your down payment on your first house be? How much should you save for retirement? Which health plan is best? How can you travel more? Finance isn't one-size-fits-all. Find general tips on our blog, or schedule a chat for tailored advice.
Our Services
Fee Only Financial Planning & Investment Management
As fee only fiduciaries, we cover it all: investments, insurance, taxes, estate planning, debt & budgeting... You don't have to manage everything - we've got your back.
Fee Only Financial Planning & Investment Management
As fee only fiduciaries, we cover it all: investments, insurance, taxes, estate planning, debt & budgeting... You don't have to manage everything - we've got your back.
Bookkeeping & Payroll
Get ready for tax season, keep your employees happy, and, most importantly, maintain a thorough understanding of your business. We know you didn't start a business to do books.
Bookkeeping & Payroll
Get ready for tax season, keep your employees happy, and, most importantly, maintain a thorough understanding of your business. We know you didn't start a business to do books.
Tax Prep & Planning
Death and taxes... we can at least make one of these a little less scary! You'll have to talk to someone else about the other though. Let us make next tax season less painful.
Tax Prep & Planning
Death and taxes... we can at least make one of these a little less scary! You'll have to talk to someone else about the other though. Let us make next tax season less painful.
Not Your Average Financial Firm
Prompt Responses | Detailed Explanations | Personalized Advice
Preece Financial Services brings together a team of experienced professionals who want to help you improve your financial life - whether that's with your personal finances, business P&L, or a little bit of both.
Our Team
Austin Preece, CFP®, EA
Financial Planner and Tax Advisor
Brooks Larson, AIF, ChFC, RICP
Retirement Income Planner
Nolan Baier
Bookkeeping & Payroll Advisor
Joe Hoffart
Paraplanner
Austin PreeceCFP®, EA
Financial Planner and Tax Advisor
Brooks LarsonAIF, ChFC, RICP
Retirement Income Planner
Nolan Baier
Bookkeeping & Payroll Advisor
Joe Hoffart
Paraplanner
Financial Planning & Investment Management
We're fee only fiduciaries who want to help you improve your finances and live your best life.
Investments Only
Professionally managed investment portfolios based on your time horizon, risk tolerance, and tax situation.
For investments managed by Preece Financial Services, annual fees are 1% on the first $1 million, 0.50% thereafter on a blended tier with no minimum account size or minimum fee. Fees may be billed monthly or quarterly directly out of investment accounts.
Financial Planning with Investment Management
***MOST POPULAR***
Ongoing financial planning (covering taxes, insurance, investments, estate planning, employer benefits, debt management, and more) and investment management to align with your financial plan.
For investments managed by Preece Financial Services, annual fees are 1% on the first $1 million, 0.50% thereafter on a blended tier with no minimum account size but a minimum fee of $3,000/year. Fees may be billed monthly or quarterly directly out of investment accounts.
Financial Planning Only (One-time or Ongoing)
Whether you want ongoing financial planning support without investment management, a quick review of a specific question, or anything in between, this is the option for you.
One-time reviews start at $500 ($3,000 minimum for comprehensive plans).
Ongoing financial planning for DIY investors for $400/month.
Bookkeeping & Payroll
Professional bookkeeping services to keep your business running smoothly
Monthly Bookkeeping
Monthly bookkeeping to help you stay on top of your business and be ready come tax time.
Pricing starts at $180/month. First two hours and software fees are included.
Payroll & Monthly Bookkeeping
Have employees or run a single-member S Corporation? We'll handle your books and payroll on a monthly basis.
Pricing starts at $300/month (assuming one employee). First 3 hours and software costs included. Payroll offered as a standalone service on a case-by-case basis.
Hourly Bookkeeping
Still need to grow to support a monthly bookkeeping service? Engage us for hourly bookkeeping to clean up before tax time.
Pricing starts at $80/hour.
Tax Prep & Planning
Have confidence that your return is filed correctly and that you're not overpaying your tax liability by engaging us for tax preparation and planning.
Tax Prep
Tax time doesn't have to be THAT painful. Whether you're a business owner with multiple entities or someone with a regular job, we can help you get your return filed on time and correctly.
- Personal returns start at $300.
- Personal returns with a Sole Proprietorship (Schedule C) start at $500.
- S Corps and Partnerships start at $750.
All pricing may increase with complexity.
Tax Planning
Curious about whether you've paid enough in to avoid a big surprise and penalties in the spring? Or maybe you're looking for ways to lower your lifetime tax liability. We can help with it all.
Tax planning starts at $500 for non-business owners and $1,000 for business owners or individuals with rental properties.
Return Review
Whether you prepared your own return or just want a second set of eyes to review it for you, we can help.
Pricing starts at $100 for one return or $250 for the last 3 years. Price waived if we find an issue and you have us amend the return for you.
Let's Chat
Ready to take control of your financial future? Schedule a consultation.
NO COMMITMENT REQUIRED