About our Company
In 2017, I experienced a life altering financial moment.
An inheritance suddenly thrust me into the complex world of investment products and the tax consequences these can have for an individual and their beneficiaries. Having worked in taxes from 2007-2010, I knew that wrong decisions could cost thousands of dollars. I connected with an investment advisor (D.L. Fields Advisory Group, LLC) to assist me.
In 2022, with their encouragement, I obtained my Series 65 license and became an investment advisory rep with D.L. Fields Advisory Group, LLC. Along the way I realized that many small businesses are woefully underserved when it comes to tax planning and retirement advice. I decided then to complement my investment and tax knowledge by pursuing the IRS' Enrolled Agent program. I finished the required course work in early 2023 and opened up my advisory firm.
This is my story and I hope to learn yours soon.
Steve Harrison
Who we serve...
Individuals
We handle tax preparation and consultation for individuals along with investment advisory services through D.L. Fields Advisory Group*.
Small Businesses
We can file Partnership and S Corp returns, help setup bookkeeping, and advise about critical decisions such as insurance and retirement plans.
Estates
There is a window after a loved one dies where it's critical to make the right decisions. We can assist you in complying with any estate tax obligations.
Disclosure: Investment advisory services offered through D.L. Fields Advisory Group, LLC. American Retirement Solutions D.L. Fields Advisory Group, LLC are independently owned and operated, www.fieldsria.com. D.L. Fields Advisory Group, LLC. is a state registered investment adviser. State registration does not constitute an endorsement of D.L. Fields Advisory Group, LLC by the various state regulators, nor does it indicate that D.L. Fields Advisory Group, LLC has attained a particular level of skill or ability. Insurance products are made available through the licensed insurance agents and agencies that are affiliated with D.L. Fields Advisory Group, LLC. Steve Harrison is a registered investment advisory representative with Fields RIA
What makes us different?
- Fair Hourly Rate for Tax Work
- We charge a flat hourly rate in 15 minute increments. No extra fees or add-ons.
- Completely Remote Offering
- No need to come to us. We can meet and sign everything remotely
- Our No Lie Policy
- If we won't lie for you, you know we won't lie to you
You work hard for your money.
We work hard so
you keep it.
