METIS FINANCIAL CONCIERGE, LLC

Services

Business Support for Individuals and Businesses

Areas of Practice

 

Business management

  • 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

taxes

  • Individual
  • Estate
  • Business
  • Exempt
  • Fiduciary
  • Amendment
  • 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


small business services

  • All business management services
  • Payroll
  • 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)


collections

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%.