Why Seed Money Consulting?

 

Industry experience

Our financial experts bring many years of professional experience and education to your corner. We provide you with organized and objective perspectives to make informed and timely decisions in support of your visions and well-being.

 

Tailored approach

Our scope of work is customized to match the size and complexity of your situation. With this approach, you will retain the help that is right for you.

 

Fee-Based

We do not sell financial products such as mortgages, insurance, or mutual funds. In accordance with our Code of Ethics, we believe that in order to provide a high-level of independent service, the financial professional should not be incented with product placement. The placement of that product may result in a significant conflict of interest.

Our Services

 

Tax Preparation

Federal and state tax preparation and e-filing using efficient, effective, and compliant strategies.
 

Business Services

Business consulting services covering traditional job duties and governance functions in the areas of Controller, Treasury, Fiscal Operations, and Audit & Review Programs.
 

Financial Planning

Real-time and ongoing financial planning centered on your personal goals, risks, and responsibilities.
 

Investment Management

A “push-to-start” and tailored approach powered by experience and technology. We offer active management of retirement and brokerage accounts held at a centralized custodian.

Testimonials

We interviewed over 12 different CPA's for our company over several weeks trying to find the right fit for our unique little business. Seed Money Consulting was there, every step of the way. We have never had such an efficient and effective person and system to worked with us we have with Seed. We have never had this much trust and stress-free peace, as when we have worked with Seed. Thank you Seed Money Consulting for taking such good care of us, and for the morals and values you so clearly put and exercise into your business. We have officially found our forever financial home!

Sophia Taylor
Connect Grafiks & Marketing

Seed Money Consulting has been incredible to work with. Their dedication to their work helped my wife and I maximize our return for the last 3 years. I recommend them to all my friends and family.

John Mershon
PA-C

Shahab of Seed Money Consulting was very responsive, informative, detailed and got my filings done as planned, on time, and really efficiently.No fumbling around with paperwork, everything done quickly and easily online and secure! I am very pleased and look forward to working with him and Seed Money again on future taxes. Please give them a chance, you won't be disappointed.

Kelly Carmody

Partnering with small business, to help secure their financial safety and prosperity.

Everyone is a small business.

As Seen On

 

Blog

Weekly Market Commentary 10.07.2024

Jimmy Lee |
Categories
Weekly Market Commentary
The Markets Living the realities of risk and reward. Asset allocation is important because it helps investors manage the risk and rewards of investing. In general, investments have different levels of risk and the potential return (or reward) for taking that level of risk is a higher return. For example, investing in stocks typically has greater risk than investing in quality bonds or cash. In return for taking a higher level of risk (i.e., tolerating...

Weekly Market Commentary 09.30.2024

Jimmy Lee |
Categories
Weekly Market Commentary
The Markets The Standard & Poor’s (S&P) 500 Index hit a new all-time high last week. The S&P 500 has had quite a year. Despite a sharp downturn in August when investor confidence was ruffled by concerns about economic growth, the Index was up about 20 percent, year-to-date, at the end of last week. The gains were widespread with all sectors of the Index participating, according to data from Fidelity. Last week, investor enthusiasm was...