SERVICES

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Federal and State Forms

We'll help you minimize your taxes paid and maximize your tax refund.

Here at REALM, we offer fee-only investment management services for 0.5% (or less for accounts over $1 million).

Retirement Planning

We'll help you decide which structure is best for you (and your small business).

Integrating investment management with tax planning for optimal after-tax outcomes for individuals and small businesses.

Investments

We can help you with your investments - including allocating your 401(k) plan.

Through our affiliated firm, R. Ron Elmer CPA PLLC, we can help you plan ahead to minimize your taxes paid and maximize your refund.

Tax planning

Plan for your taxes before April 15th.