Let's make your financial life easier.
Have questions, or ready to see what you're overpaying in taxes? Book a call or reach out directly — a real person answers.
Book a free discovery call
The fastest way to start. A quick 20-minute call to understand your business and see if we're a fit. No pressure, no obligation.
Book Your 20 MinutesReach us directly
Prefer to talk or write first? Either works.
- (480) 495-5152
- stephen@tulipfp.com
- 119 Daniels Run Dr, Harvest, AL 35749 — serving clients nationwide (virtual)
Before you book.
Is the discovery call really free?
Yes. 20 minutes, no obligation. We learn your situation, you learn whether we can help — and you'll leave with a clear next step either way.
Do you only work with business owners?
Business owners are our specialty — the firm, the pricing, and the strategy playbook are all built around how owners earn and how they're taxed. If you're not an owner, we may still be able to help (or point you to a better fit), but owners are who we're built for.
Do I have to be local to work with you?
No. We're based in Harvest, Alabama, and work with business owners nationwide — meetings are virtual, and documents move through a secure portal.
Are you a fiduciary?
Yes. Tulip Financial Planning is a registered investment adviser, which means we serve clients as a fiduciary — legally obligated to put your interests ahead of our own. Flat fees mean our only incentive is advice that works for you.
What does it cost?
Our prices are published on the pricing section: tax & financial planning starts at a flat $850/month, and investment management is 1% per year (tiered down as assets grow). Your exact quote depends on complexity, and you'll know the number before committing to anything. No contracts — cancel anytime.
I already have a CPA. Why would I need this?
Most CPAs are excellent at recording history — filing what already happened. Tax planning is about changing what happens next. If your CPA has never proactively brought you a strategy with a dollar figure attached, that's exactly the gap we fill (and we can prepare the returns too).
What should I bring to the first call?
Just your most recent business and personal tax returns. That's enough for us to spot the obvious opportunities.
Ready when you are.
The best time to plan this year's taxes was January. The second-best time is today.
Book a 20-Minute Discovery Call