Our Core Services
Concord Point offers tax preparation, comprehensive tax planning, specialized financial analysis for divorce and concierge financial services and can be there with you every step of the way in illuminating complex financial decisions.
Divorce Financial analysis
Navigating a divorce is an emotionally and financially complex life transition. At Concord Point, we deeply appreciate how the decisions made today will alter your future, peace of mind and your financial security. Our Divorce Financial Analysis services provide the objective data and clarity necessary to make informed, strategic decisions during a highly sensitive, stressful and often fraught period. We want to remove the haze from your decision-making horizon.
We often work alongside legal counsel to assist with untangling shared finances, ensuring that no detail is overlooked and that your long-term interests are protected.
Our Firm’s Approach
We transform overwhelming financial data into clear, actionable insights. Concord Point’s specialized divorce services include:
Post-Divorce Financial Roadmap — Transitioning from settlement to success by creating a sustainable budget, performing tax planning and establishing a secure financial foundation for your independent future.
Long-Term Settlement Scenario Modeling — Projecting the multi-year financial and tax impact of various property divisions and support structures on your future cash flow and net worth, empowering you to negotiate from a position of data rather than emotion.
Asset & Debt Division Analysis — Providing detailed projections of proposed settlement options to demonstrate the true short-term and long-term financial impact of dividing marital property, retirement accounts, and shared liabilities.
Tax Implication Forecasting — Analyzing the hidden tax consequences of property transfers, liquidating assets, and complex support structures to help ensure settlements are genuinely equitable after taxes.
Asset Tracing & Expenditure Analysis — Illuminating the complete financial picture by tracing movement of funds, uncovering hidden or undervalued assets, and verifying true income streams to ensure a fully transparent foundation for your settlement.
Our principal, Ellen, as a licensed CPA, and can provide clear tax advice beyond what solely financial advisors and planners can legally offer.
TAX PREPARATION & PLANNING
Navigating the evolving tax landscape requires more than just historical reporting; it demands strategic foresight. At Concord Point, we view tax management not as a once-a-year administrative hurdle, but as a critical pillar of your overall financial health. By integrating tax preparation with proactive, forward-looking planning, we provide the clarity needed to optimize your wealth and minimize your liabilities.
Whether you are managing complex investments, running a closely held business, or navigating a major life transition, we work diligently to ensure your tax strategy aligns perfectly with your broader financial goals.
INTEGRATED TAX SERVICES
Our approach bridges the gap between looking backward for compliance and looking forward for opportunity. Concord Point’s tax services include:
Entity Structuring & Optimization — Advising entrepreneurs and business owners on the most tax-advantageous corporate structures, retirement plans, and succession strategies.
Strategic Tax Minimization — Proactively identifying deductions, credits, and tax-efficient strategies tailored to your unique financial landscape and long-term objectives.
Complex Return Preparation — Delivering precise, comprehensive tax preparation for high-net-worth individuals, trusts, estates, and business entities, ensuring accuracy and compliance.
Life-Event Forecasting — Illuminating the hidden tax implications of major financial decisions—such as selling a business, exercising executive stock options, receiving an inheritance, or structuring a divorce settlement—before they occur: leaving you prepared and aware.
OUR APPROACH
| Our Steps | Our Focus |
|---|---|
| Analysis | Reviewing historical returns, current asset allocation, and income streams to establish a clear baseline. |
| Strategy | Developing proactive, multi-year tax-saving maneuvers and adapting to the latest legislative changes. |
| Execution | Ensuring accurate preparation, timely filing, and ongoing, year-round advisory to keep your financial plan on track. |
With Concord Point, you transition from reactive tax filing to a continuous, strategic partnership designed to protect your wealth.
CONCIERGE FINANCIAL SERVICES
Personal and familial finances, as well as wealth, often brings an intricate and time-consuming administrative burden. At Concord Point, our concierge financial services are designed to give you back your most valuable asset: your time. We act as your personal CFO, managing the day-to-day complexities of your financial life with discretion, precision, and a high-touch, tailored approach.
Whether you are a busy executive, a business owner, or managing a family, we streamline your financial logistics so that your complete financial picture is always organized, optimized, and clear.
We are there with you every step of the way, handling the demanding intricacies of your personal financial operations so you can focus on what truly matters.
PERSONALIZED Financial ADMINISTRATION
Our concierge services bridge the gap between high-level financial guidance, such as tax planning, and daily execution. Concord Point’s bespoke concierge offerings include:
Executive Cash Flow Management & Bill Paying Services: Providing secure and attentive management of your personal and household payables, tracking diverse income streams, and ensuring optimal liquidity for your lifestyle needs.
Bespoke Financial Reporting: Delivering customized, consolidated reporting that provides a clear, real-time snapshot of your net worth, entity structures, and detailed household expense tracking.
Professional Coordination: Acting as the central hub for your entire advisory team. We seamlessly coordinate with your legal counsel, investment managers, insurance agents, and bankers to ensure all strategies are perfectly aligned and executed.
Administrative Financial Support: Lifting the burden of financial paperwork by organizing vital tax documents, managing trust and LLC administrative renewals, and overseeing the accounting logistics of high-value assets like real estate or private investment.
HOW WE STRUCTURE OUR CONCIERGE FINANCIAL SERVICES
| Our Steps | Our Focus |
|---|---|
| Organization | Centralizing your financial logistics, establishing secure communication channels, and mapping out your daily cash-flow needs. |
| Execution | Delivering meticulous, proactive, and confidential day-to-day management of financial affairs and obligations. |
| Oversight | Providing transparent, aggregated reporting and continuous, big-picture clarity on your financial trajectory. |
At Concord Point, we deliver more than just administrative support; you gain a dedicated, proactive partner committed to seamlessly managing the complexities of your financial life, granting you peace of mind.
Client Testimony
A Tax client, Travis
Ellen found a major mistake made by another CPA who prepared my tax returns. She saved me thousands of dollars in taxes. I highly reccommend working with her.
A divorce financial analysis client, IRIS
Concord Point has assisted me with a highly complicated divorce case with numerous assets at play; forensic, financial analysis, accounting with numbers of accounts were expertly prepared/done.
A Tax planning client, David
A nationwide firm claimed I couldn’t claim certain deductions, though Ellen did the research and found the reasons why I could.
Concord Point CPA & Advisory 