1TaxFinancial

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Client assets under management

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

About

1TaxFinancial provides project-based financial planning to individuals, couples, families, and sole proprietors, covering investment analysis, retirement and Social Security planning, estate plan review, and tax planning. The firm also operates an accounting practice that offers tax preparation and representation under a separate contract from its financial planning engagements.

For investment recommendations the firm relies on modern portfolio theory and fundamental analysis and generally favors passive mutual funds and ETFs, while occasionally recommending individual stocks or bonds. Services are delivered as hourly or project engagements and subscriptions; the firm does not manage client assets, accept custody, or exercise discretionary trading authority on client accounts.

Distinctive aspects include the firm’s integration of tax/accounting services with financial planning and a principal who devotes a substantial portion of her time to tax preparation and representation, which is uncommon among peers. The firm is fee-only and bills on a project/hourly basis rather than charging percentage-of-AUM or offering wrap programs, and its small team of credentialed advisors (CPA/CFP and CFA) serves a limited client roster, so engagements tend to emphasize tailored planning rather than ongoing asset management.

Client services

Financial planning

Expertise

Social Security optimization General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Self-Employed

Fee options

Project-based

$300 per hour for project financial planning services.

Subscriptions

Continuing subscription agreements with periodic payments in arrears; specific subscription fee amounts not stated.

Other

Minimum fee: Minimum fee applies as projects are billed hourly with a minimum fee; specific minimum amount not stated. Fee-only: Financial planning services billed hourly at $300 per hour; fee-only advisor, no commissions or additional compensation from third parties.

Main office location

1TaxFinancial

Cincinnati OH, United States

Number of offices

Most active in

Colorado · Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 513-794-1829

Advisors at this firm

James I

CFA®

Cincinnati, OH

1TaxFinancial

James Iverson is a CFA® charterholder with nine years of experience in financial advising. He has been with Clare Fazackerley CPA LLC dba 1TaxFinancial since 2016. Based in Fort Collins, CO, he works at a firm that combines financial planning and counseling with tax preparation and representation under separate engagements. 1TaxFinancial provides project-based financial planning and financial counseling to individuals, couples, families, and sole proprietors. The firm uses modern portfolio theory and fundamental analysis to guide investment recommendations, generally favoring passive solutions like mutual funds and ETFs, and offers tailored engagements typically structured as hourly or project work.

Social Security optimization General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Self-Employed

Clare F

CFP®, Series 63

Cincinnati, OH

1TaxFinancial

Clare Fazackerley is a financial advisor at 1TaxFinancial with 10 years of industry experience. She holds the CFP® and Series 63 designations and has operated her own tax preparation and accounting business since 2007. 1TaxFinancial provides project-based financial planning and counseling to individuals, couples, families, and sole proprietors, offering services such as retirement planning, Social Security analysis, and estate plan reviews. The firm integrates advisory work with tax preparation, using a fee-only model without asset management or wrap-fee programs.

Social Security optimization General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Self-Employed

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