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Harry Licursi Tax & Retirement Planning
Harry Licursi Tax & Retirement Planning appears to operate as a local or regional consultancy, likely organized as a sole proprietorship or small...
Harry Licursi Tax & Retirement Planning
Harry Licursi Tax & Retirement Planning appears to operate as a local or regional consultancy, likely organized as a sole proprietorship or small professional firm. While exact founding details and an operational address are not publicly documented, the firm's naming convention — centering on an individual practitioner — points to a principal-led model common among enrolled agents, CPAs, and financial planners who bundle tax compliance with retirement advisory work. The practice's core offering straddles two adjacent disciplines: annual tax preparation and filing (individual and small-business returns) and longer-horizon retirement income planning. The typical clientele for a firm of this description includes pre-retirees nearing Medicare and Social Security election, small-business owners seeking entity-structure guidance, and taxpayers facing IRS audit or collection actions. The blend of tax and retirement services suggests the principal likely holds credentials such as the Series 65, an insurance license, or an Enrolled Agent designation with the IRS. Scale and team details remain undisclosed. The absence of a website, LinkedIn presence, or other public footprint indicates the firm operates through referral networks and local professional relationships rather than digital marketing channels. No recent operational events — such as office expansions, credential additions, or notable client mandates — are publicly reported. Structurally, the firm differentiates by integrating year-round tax strategy with retirement income planning under one roof, a model that remains fragmented across most of the market. Clients at such firms typically receive coordinated tax-loss harvesting, IRA drawdown advice, and estimated-tax projections from a single advisor, rather than shuttling between a tax preparer in April and a financial planner in December.
General information
Firm type
other
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
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Principals
Harry Licursi
Principal
Frequently asked questions
Is Harry Licursi Tax & Retirement Planning a registered investment advisor (RIA) or a tax-preparation firm?
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.
What types of clients does the firm typically serve?
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.
Does the firm manage investment portfolios directly?
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.
How does the firm coordinate tax preparation with retirement planning?
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.
What credentials does Harry Licursi hold?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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