The first conversation is a complimentary 30-minute call no pitch, no presentation, no agenda other than finding out if we're a genuine fit. Daniel will ask about your situation, your current setup, and what prompted you to reach out. He'll share honestly what Integritas does and who we work best with.

At the end of the call, both sides decide whether it makes sense to continue. If it does, we move into a deeper discovery process. If it doesn't for any reason on either side Daniel will tell you directly and point you somewhere that's a better fit.

We use a sprint meeting model structured, focused meetings tied to your financial calendar rather than arbitrary quarterly check-ins. Here's the typical cadence:

Core scope (3 sprints/year): Tax sprint in January/February · Plan review in March/April · Year-end prep in September/October

Advanced scope (4 sprints/year): Everything above + mid-year tax projection in June/July

Business Owner scope (5 sprints/year): Everything above + additional business planning sprint

Between meetings, Daniel reaches out proactively when something material changes: a new tax law, a market event relevant to your plan, or anything he notices that warrants attention. You never wait until the next scheduled meeting for something time-sensitive.

that partially depends on you. how quick you want to move, how responsive you are, how much information you give us, etc.

After onboarding, your comprehensive financial plan is delivered within 4–6 weeks. The timeline covers an initial discovery meeting where we learn your full picture, a document gathering phase, plan construction, and a plan delivery meeting where we walk through everything together and confirm the direction.

The plan covers tax strategy, investment policy, retirement income projection, estate coordination, protection analysis, and any other areas relevant to your situation. It's a complete document, not a summary slide deck, that you can reference year-round in one easy to understand page.

Fill out the contact form on this site tell us a little about where you are and what you're looking for. We respond within one business day to schedule a complimentary introductory call.

There's no obligation after that call, and no sales process waiting on the other end of the form. If after talking you decide we're not the right fit, we'll point you somewhere better. The goal is the right match for you not a signed agreement for us.

An Enrolled Agent (EA) is a federally licensed tax practitioner authorized to practice before the IRS.

Unlike a CPA whose authority comes from a state license, an EA's authority comes directly from the federal government meaning Daniel can represent clients before all levels of the IRS in all 50 states. What it means practically: your tax strategy, your tax return, and your IRS representation are all handled by the same person managing your investments and financial plan. That integration is what most advisors and CPAs, working separately, cannot provide.

As an Enrolled Agent, Daniel is authorized to represent you before the IRS at all levels including audits, collections, and appeals. You don't need to hire a separate tax attorney or CPA to handle it.

Daniel manages it as part of the relationship. Most clients never face an audit, but knowing it's covered and that the person who prepared your return is the same person defending it provides meaningful peace of mind.

Yes and because we handle both tax preparation and investment management, we can execute these strategies far more precisely than advisors who rely on a separate CPA to coordinate.

Roth conversions are analyzed at each tax sprint we calculate exactly how much you can convert while staying within your current bracket, and execute the conversion before December 31 of the applicable year.

Tax-loss harvesting is monitored year-round in your Altruist account. When a position falls enough to generate a meaningful tax offset, we harvest the loss, purchase a replacement security to maintain your target allocation, and track the wash-sale window automatically. The mid-year check-in for Advanced and Business Owner clients includes a specific tax-loss harvesting analysis every June.

Yes this is one of the areas where Integritas is most differentiated. Business owner tax planning requires someone who understands both the personal and the business side simultaneously. Most CPA firms handle the entity return without deep visibility into the owner's personal financial plan. Most financial advisors handle the personal plan without visibility into the business.

At Integritas Business Owner scope, we handle:

Entity tax return (1120-S for S-corps, 1065 for partnerships, Schedule C for sole proprietors) · S-corp reasonable compensation analysis · Quarterly estimated tax payment calculation and reminder · Business retirement plan design (Solo 401k, SEP-IRA, SIMPLE IRA, Defined Benefit) · Year-end bonus and distribution timing · Exit and liquidity planning

It means that the firm's founding values, operating principles, and approach to client relationships are shaped by Daniel's Catholic faith. It means we hold ourselves to a standard that goes beyond what any regulator requires because we believe this work is a calling, not just a career.

Practically, it shows up in how we talk about money (as a tool for flourishing, not an end in itself), how we talk about giving (as an act of stewardship, not just tax planning), and how we talk about planning (for legacy, not just lifetime). It means that when you work with us, you're working with someone who views your financial wellbeing as a genuine moral responsibility not just a professional one.

Daniel holds the Certified Kingdom Advisor® (CKA®) designation, issued by Kingdom Advisors the leading organization for Christian financial professionals. The CKA requires demonstrated integration of biblical principles into financial advice.