Retainer Service

Tax and legal questions do not follow a schedule. With our retainer service, you have direct access to a dual-licensed Attorney and CPA whenever questions arise — without the delay of scheduling a new engagement each time.

How It Works

• Priority access — direct phone and email access to Philip Falco for tax and legal questions
• Ongoing advisory — proactive guidance as your business or financial situation evolves
• Quick turnaround — timely responses to time-sensitive tax and legal matters
• Attorney-client privilege — all communications are protected under attorney-client privilege

Who Benefits from a Retainer?

• Business owners who need regular tax and legal guidance
• High-net-worth individuals with complex financial situations
• Real estate investors with ongoing transaction activity
• Entrepreneurs launching or growing businesses
• Professionals needing periodic legal and tax counsel

The Value of a Dual-Licensed Advisor

Most retainer arrangements require separate professionals for legal and tax questions. With Philip Falco, you get both disciplines from a single advisor — saving time, reducing cost, and ensuring your legal and tax strategies are always aligned.

Call (303) 626-7000 to discuss a retainer arrangement.