Harry Licursi Tax & Retirement Planning

The exact regulatory classification is not publicly confirmed. However, firms offering integrated tax-preparation and retirement-planning services often operate under a hybrid structure — the principal may hold an Enrolled Agent or CPA license for tax work and maintain a separate registration or insurance license for advisory services. Clients should verify the firm's Form ADV filing with the SEC or state securities regulator and confirm the principal's IRS PTIN and professional designations directly.

Based on the firm's stated focus areas, the likely client base includes pre-retirees navigating Social Security and Medicare decisions, small-business owners needing both tax-filing and retirement-plan design, and individuals dealing with IRS representation matters. The firm's local or regional scope suggests clients are concentrated within a specific metropolitan area or state, though this is not confirmed by public records.

This cannot be determined from available public information. Many tax-and-retirement planning practices use third-party custodians like Schwab or Fidelity and charge a fee based on assets under advisement, while others operate on an hourly or flat-fee basis for planning alone. A prospective client should request a clear breakdown of any investment-management authority versus standalone planning fees during engagement.

Firms operating in this niche typically integrate the tax-filing cycle into the retirement-planning workflow — using actual tax returns to model future tax liability, map Roth conversion strategies, and plan required minimum distributions. The coordination is often managed by a single principal reviewing both the return and the retirement-income projection, rather than farming the two functions to separate firms.

Publicly available credential records are not currently accessible. Professionals in this field commonly hold certifications such as Enrolled Agent (EA), Certified Public Accountant (CPA), Certified Financial Planner (CFP), or Chartered Retirement Planning Counselor (CRPC). Verification requires checking the IRS's directory of PTIN holders, state CPA boards, and the CFP Board's online registry.