You don't need to own a business to work with us. For W-2 high earners, retirees, and families: one CPA & CFP® coordinating your taxes, your household cash flow, your wealth plan, and your investments — as one plan, year-round.
Most successful households have a tax preparer, a financial advisor, and a bank — working in three silos. The gaps between them are where money quietly leaks every year.
One relationship, four jobs — coordinated by a single CPA and CFP® professional who actually reads your return.
Your 1040 with Schedule D and one state return, plus year-round tax projections and quarterly estimate management — no April surprises.
The Eiduk Cash Allocation System™ for your household — a deliberate plan for what gets saved, invested, and reserved for taxes.
A prioritized plan for every dollar — emergency reserves, tax-advantaged accounts, debt, and long-term investing, in the right order.
Investment management at the reduced TAS-client rate, coordinated with your tax plan — including an annual Roth-conversion & withdrawal analysis.
The frameworks that run our business clients' finances, adapted for individuals and families.
Instead of one account where everything mixes, your income is allocated on purpose — living, saving, investing, and a tax reserve — so you always know what's truly yours to spend.
Every surplus dollar has a next best home. We map the order — reserves, matched retirement, HSAs, Roth, debt, taxable investing — so nothing is left on the table.
A dedicated personal track — not a scaled-down business plan. Start self-serve, or bring in a strategist. Business owners get this track included with The Eiduk Pathway™.
Rentals (Schedule E) and K-1s available as add-ons.
Start CFO Lite — $197/mo →Monthly, cancel anytime. Secure checkout by Stripe.
Rentals (Schedule E) and K-1s available as add-ons. Investment management is billed on AUM per the signed fee schedule.
Start Personal CFO — $347/mo →Monthly, cancel anytime. Secure checkout by Stripe.
Add the personal track to your Essentials plan — CFO Lite (self-serve wealth software) for +$97/mo, or the full Personal CFO Layer (a strategist in the room) for +$247/mo. Your 1040 is already handled in Essentials, so you only pay for the planning.
The Personal CFO track comes with The Eiduk Pathway™ at no extra cost — your business and your household, handled together by one CPA & CFP®.
Why the discount as an add-on? Standalone, CFO Lite is $197/mo and Personal CFO is $347/mo — but Essentials already includes your 1040, so each layer is simply the personal track minus the return you're already paying for ($97 and $247).
From first conversation to a coordinated plan in three steps.
We look at your return, your accounts, and your goals — and show you where the gaps are.
We build your household plan: cash allocation, the wealth waterfall, and your tax & investment strategy.
Two strategy meetings a year, direct email in between, year-round tax projections, and active investment management — all in your portal.