Two firms. One roof. O'Fallon, Missouri. A fiduciary advisor and a CPA who work the same client on purpose. Not a referral. Not a handoff. Separate firms, separate engagements, one plan.
Renaud & Company LLC Registered Investment Advisors
Fiduciary investment advice, retirement income and wealth planning.
Renaud Tax & Accounting LLC
CPA tax preparation and tax planning for families and private businesses.
You do not have to choose a door. The meeting is with the team.
Who is this meeting for?
Maybe you're selling a business, own rental property, or have equity compensation, and your tax return never meets your portfolio. Maybe retirement is within five years and your withdrawal plan was built without a tax projection. Or your CPA and your advisor simply don't talk, so decisions like Roth conversions, charitable gifts, and estimated payments get made in isolation. If any of that sounds familiar, this meeting is for you.