Profile
Michael Reynolds
ListedFinancial Planning, Tax Prep, and Bookkeeping for Individuals and Business Owners
About
About
Michael Reynolds leads and owns Elevation Financial LLC, a fee-only fiduciary financial planning and investment management firm based in Westfield, Indiana. He works with individuals and families who want more control over their money and a more intentional financial life.
Alongside planning and investment management, Reynolds provides tax prep and filing and business bookkeeping for financial planning and investment management clients.
Michael Reynolds leads and owns Elevation Financial LLC, a fee-only fiduciary financial planning and investment management firm based in Westfield, Indiana. He works with individuals and families who want more control over their money and a more intentional financial life.
Alongside planning and investment management, Reynolds provides tax prep and filing and business bookkeeping for financial planning and investment management clients. His listed focus areas include tax support for sole proprietors, gig-economy workers, startups, and business owners, with remote service available through video conferencing and paperless systems.
The profile facts also list credentials and training including CFP®, AIF®, CSRIC®, CFT™, YNAB Certified Coach, Intuit tax and bookkeeping certifications, Intuit ProAdvisor Gold, and IRS Annual Filing Season Program Participant.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Bookkeeping services | Remote | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Westfield, IN
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