Tax & Business Professional Since 2002
There is no commodity more important than time. Let Metis Financial Concierge LLC streamline your financial needs. Let us relieve you from the everyday burden of financial matters so that you have time to pursue the things that are important to you…like growing your business and spending more time with your loved ones.
Our financial concierge services range from the basic everyday management of a household, to more complex issues.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
All appointments are remote based. If you require and/or prefer an in-person appointment, we will gladly accommodate that.
Areas of Practice
- Payment facilitation – including the management and automation of recurring transactions
- Establishment of internal controls and expense approvals
- Cash flow monitoring
- Vendor contract negotiations
- Bookkeeping services
- Relief of certain tax situations
- Removal of tax liens and levies
- Penalty and interest abatement
- Offers in Compromise
- Set up payment installments and agreements
- Tax planning
- Ensure tax efficiency
- Remit estimated payments on your behalf
- Reduce tax liability
- Tax loss harvesting
- Optimize tax credits and deductions
- Tax record maintenance
- Audit representation
small business services
- All business management services
- Background checks
- Registration and formation of businesses with local, state and federal agencies
- Prepare tax certificates, property tax statements, and sales and use tax returns
family and lifestyle
- Personal banking
- Household employee management (background checks, payroll, and coordination)
- Travel planning and assistance
- Car rental coordination
- Move coordination
- Charitable donation monitoring and due diligence
- Record keeping
- Inventorying of assets
- Credit repair
- Assistance with the execution of forms (medical, insurance, and FAFSA)
- Send cards/gifts to family and friends
- Personal calendaring (events, license, passport renewals, birthdays and anniversaries)
Current laws are written in favor of the debtor. Here at Metis Financial Concierge LLC, we understand this and will employ its unique collection methods to procure payment. There is no fee unless we collect. Contingency rates range from 10% to 20%.
If you do not see a service listed that you are interested in or require, please give us a call so that we can help you facilitate your needs.
Spanish, Italian, French, Russian, Hebrew and Portuguese are spoken
Use the form below to contact us regarding your legal enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.