Capital Gains Advisory LLC

Serves DeKalb, IL

35244

Hired 18 times

2 employees

2 years in business

$700

4.8

This pro accepts payments via Credit card, PayPal, Square cash app, Stripe, and Venmo.

Next Service

Hours

Sun Closed
Mon 8:00 am - 7:00 pm
Tues 8:00 am - 6:00 pm
Wed 8:00 am - 7:00 pm
Thurs 8:00 am - 6:00 pm
Fri 8:00 am - 6:00 pm
Sat Closed

Credentials

License

License Holder: Steven Harrison 
License Type: Enrolled Agent (IRS) (GA) 
License number: #00152435 
License verified on 12/27/2023 
Valid through 12/27/2025 
Verify license 

License

License Holder: Steven Harrison 
License Type: Investment Adviser Representative (GA) 
License number: #CRD#: 7628168 
License verified on 12/27/2023 
Valid through 12/27/2025 
Verify license 

Background Check

Steven Harrison 
Completed on 12/27/2023 

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Introduction

Based in Atlanta, we specialize in guiding clients with complex financials—delivering accuracy, compliance, and planning where it matters most. We are Enrolled Agents, Series 65 Investment Advisor Representatives & Registered Social Security Analysts. Our minimum fee for new clients start at $700. Prospects who believe that to be expensive may have situations that are better served by other practices. Tax Prospects who are unwilling to allow us to perform our due diligence with regards to verifications of deductions and expenses, should not contact us. Services offered: - Individual Tax Preparation ($700 min) - Tax Planning ($1500 minimum per year) - Social Security Consultations ($1400 yr/1, $700 subsequent) - Personal Financial Planning ($1500 minimum per year) - Bookkeeping ($300 min per month) - Business Tax Preparation ($700 min w/ Bookkeeping, $1400 min w/o) - Tax Resolution ($1500 min) Our process prices in: -Initial Consultation -Information Gathering -Performing Requested Work -Follow Up Meetings as Needed -Compliance Guidance

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Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

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We employ an hourly rate with 3 tiers depending on complexity of service

What is your typical process for working with a new customer?

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A 20 minute phone or zoom call to understand their situation. We then have our clients sign a letter of engagement to finalize the terms. Our customers pay an agreed upon % as a deposit. Depending on the type of work done, the process varies from here.

What education and/or training do you have that relates to your work?

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An Enrolled Agent must base the IRS' 3 part Special Enrollment Exam covering Personal Taxation, Entity Taxation and Tax Representation. Afterwards at a minimum we take 24 hours of approved Continuing Education annually. I hold a Series 65 Investment License which required passing an exam administered by NASAA which governs Investment Advisors.

How did you get started doing this type of work?

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I started in tax shortly after college. I stopped for a number of years. After a loved one died, I received an inheritance which piqued my interest in finance. I returned to tax in 2020, and obtained my Enrolled Agent credential along with my Series 65 Investment License. Upon getting these credentials, I decided to open up a practice dedicated to helping those in a similar situation that I was.

What types of customers have you worked with?

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We work with individuals from all backgrounds and walks of life, but experience shows that those who work best with us are individuals who are risk focused and proactive.

What advice would you give a customer looking to hire a provider in your area of work?

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Always ask about credentials. For individual income tax you should be looking at a minimum for someone with the AFSP badge. If you have a more complicated situation, it should be an EA or a CPA. CPA has come to be the term most associate with taxation, however a CPA is a specialist in accounting. Accountancy and taxation are related, but they are different as the rules that govern each are different. If you go the CPA route, ask them what experience they have in taxation, and what sort of Continuing Professional Education they take. For financial advisory, I recommend Series 65, 66, and CFP credentials. Also ask how they are paid. The above credentials generally are fee only meaning you pay them. Others may be commission based meaning they have an incentive to sell a specific product/investment. That can create moral hazard.

What questions should customers think through before talking to professionals about their project?

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Do I really want to pay for a yes man? If you don't want to accept the feedback from your advisor, essentially you are paying for confirmation bias. That's a dangerous path. On the other hand you should also ask yourself... Does the Advisor's interests and my interests align? Can they clearly show me how? Poor alignment of interests can create distrust and a bad working relationship. Finally, are my expectations realistic? Some individuals expect a tax advisor to always save them money up front. In reality a tax advisor may save you money by preventing you from doing something that would expose you to penalties (such as an inaccurate return penalty or a substantial understatement of liabilities).

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