Your wealth. Your taxes. One team.
Renaud & Company|Renaud Tax & Accounting
(636) 240-5055 Book a coordination meeting
Two firms. One roof. O'Fallon, Missouri.
Your wealth.
Your taxes.
One team.
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.
Book a coordination meeting45 minutes. No product pitch. If we are not the right fit, we will say so.
PHOTO: Matt, Jeannie, and Matthew Jr.
in the O'Fallon office (real photo, no stock)
in the O'Fallon office (real photo, no stock)
Serving clients since 1998 · SEC-registered investment adviser · CPA-led tax practice · 2112 Bryan Valley Commercial Drive
Renaud & Company Registered Investment Advisors LLC
Fiduciary investment advice, retirement income, and wealth planning.
About the advisory firm →Renaud Tax & Accounting LLC
CPA tax preparation and tax planning for families and private businesses.
About the tax firm →You do not have to choose a door. The meeting is with the team.
Who coordinates your wealth and tax strategy?
A. My financial advisor and CPA communicate regularly.
B. I have both, but they mostly work independently.
C. I don't really have anyone coordinating the two.
Who this meeting is for
A business sale, rental property, or equity compensation, and a tax return that never meets the portfolio.
Retirement within five years, and a withdrawal plan that was built without the tax projection.
A CPA and an advisor who do not talk, so Roth conversions, charitable gifts, and estimated payments get decided in isolation.
Probably not the right fit if you want the cheapest tax prep, or you have a simple W-2 and no investable assets.
What changes when they share a plan
Roth conversionThe tax projection and the account location are decided in the same meeting.
Business sale or large gainCash to set aside, the investment plan, and the timing are one conversation.
Retirement incomeSocial Security, withdrawals, and the tax bill are planned together, not reconciled in April.
How it works
1
Tell us what is out of sync.2
Sit down with the advisory side and the tax side.3
Leave with a clear yes, no, or not yet.The team
PHOTO
Jeannie Renaud, CPA
Owner, Renaud Tax & Accounting
PHOTO
Matt Renaud, ChFC
President, Renaud & Company
PHOTO
Matthew Renaud Jr., AWMA
Investment Advisor Representative
Father, son, and CPA. The tax firm and the RIA are separate companies. The people work in the same office.