Liz Gaengel Tax Services

Alpha Fiduciary

Alpha Fiduciary is a wealth planning and management firm that provides comprehensive financial solutions. We specialize in investment consulting and management, advanced planning, and relationship management for our clients. Our services include investment management and portfolio performance analysis, risk evaluations, asset allocation and location, tax-conscious portfolios, evaluation of employer retirement plans, social security and pension benefits optimization, tax planning and mitigation, cash flow planning, insurance information and advisement, legacy and wealth transfer planning, wealth protection, business succession planning, business and personal retirement planning, and restricted stock strategies, as well as preparing heirs for wealth. We also provide newsletters, quarterly performance reports, yearly and ad-hoc reviews of financial situation and goals, and periodic review of beneficiaries, trusts, and estate plans. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

All On Electric & Solar

At All On Electric & Solar, our top priority is customer service. Our electricians are highly skilled and are always clean and courteous. We can give you an estimate to upgrade any areas in your home where you are losing energy. Upgrading these areas can save you up to 30%, which means you would need to purchase 30% less solar. We can also provide advice on energy conservation, making sure you receive all the tax benefits and cash incentives that come with owning a Solar Energy System. Our team has the expertise to evaluate your home and find areas where energy is being lost. Rather than just putting solar panels on your roof to cover oversights, we can help you address those needs. At All On Electric & Solar, we are honest and trusted. Our clients can rest assured knowing that they’re in good hands when it comes to their solar panel installation needs.

Bowery Expatriate Tax Group

Foreign expatriates, US citizens and Green Card holders are obliged to report all global income to the IRS. There are specific tax benefits available to these expats, which include but are not limited to: - The foreign income exclusion (IRS Form 2555) - A housing allowance (Form 2555) - Tax treaty exemptions and exclusions (eg. 1040NR for F-1 and J-1 visas) - Foreign tax credits and other offsets (Form 1116) Additionally, federal regulations require that US nationals and Green Card holders submit a Report of Bank and Financial Accounts (FBAR) if they possess any financial assets outside of the US. These can range from overseas bank accounts, stocks, bonds and mutual funds, to interests in foreign private companies and partnerships. Non-compliance with this reporting will be penalized heavily. Dual filing is also required, on IRS Form 8938 and separately to the US Treasury Department. At Bowery Expatriate Tax Group, we provide questionnaires to our expat clients on request or on our website. In many cases, our services can be provided remotely. We offer a wide range of services, such as cloud based bookkeeping and payroll, leveraging foreign tax credits for corporations and international assignees, applying income tax treaties and ensuring they are claimed correctly, refunding withholding payments and social security taxes to qualified expats, tax extensions and projections, and incorporation.

Grandview Lending

At Grandview Lending, we strive to ensure that every family feels empowered and secure in the knowledge that our goal is to build a lasting relationship with our customers. Research has shown that only a mere 9% of consumers come back to the same mortgage or real estate company for a second time. This can largely be attributed to a lack of communication and follow-through after the sale. People also reported feeling that the company they were dealing with was not genuine and did not deliver on their promises.We are committed to providing all of our clients with an exceptional loan experience. We want our customers to leave feeling so satisfied that they will recommend Grandview Lending to their friends, family, and colleagues for their loan needs.In order to reduce the fear and stress associated with the loan approval process, we offer pre-consultation sessions with one of our Senior Mortgage Specialists. This allows us to get an accurate picture of your current financial circumstances and long-term goals. Our team will then provide you with a selection of customised loan options to choose from, along with the advantages, disadvantages, and tax benefits of each.

Hughes Retirement & Financial Strategies

At Hughes Retirement & Financial Strategies, we are dedicated to helping people achieve their financial goals. Our experienced advisors focus on providing a range of services including investment planning, tax planning, and retirement income planning. We also specialize in Social Security benefit optimization. Our team is proud to serve the communities of Schaumburg, Roselle, Bartlett, Itasca, Arlington Heights, Rolling Meadows, Hoffman Estates, Streamwood, Palatine, Elk Grove Village, and Medinah. Our financial advisors have the expertise and knowledge to help you invest and plan for your future. With years of experience, our team can provide guidance on how to maximize your Social Security benefits, as well as assist with tax planning, retirement income planning and more. Our goal is to help you reach your financial objectives and give you peace of mind.

Pure Financial Advisors

Pure Financial Advisors, LLC is a Registered Investment Advisor that specializes in delivering comprehensive strategic retirement planning and low-cost, tax-optimized asset management. Our advisors are fiduciaries, meaning they are held to the highest standard of care and duty, and are non-commissioned experienced financial professionals. We never accept referral fees or sell products, so our clients can trust that our services are unbiased and in their best interests. Our team of financial advisors are dedicated to helping you achieve your retirement goals. We provide tailored plans based on your individual needs, from pre-retirement planning to retirement income management and asset optimization. Our goal is to create a strategy that will reduce your tax burden and help you protect and grow your wealth.

Town Center Realty

As a real estate specialist, Town Center Realty is here to help both buyers and sellers. For buyers, I provide exceptional service at every step of the home buying process. With the convenience of searching listings from your home, you can be the first to get new listings that match your criteria. Additionally, receive real estate market watch updates for listings in your area, tips, checklists and free reports. I also offer financial advice, such as loans, mortgages, interest and tax benefits, as well as community information and utilities. For sellers, I list your home for a quick sale. My expertise and knowledge in the field, paired with the latest technology, marketing plan, network, energy and enthusiasm will ensure your success. With a detailed Home Evaluation Report and advice on the best price to list your home, you will have vast exposure to your listing with virtual tours to distinguish your listing. Additionally, I provide tips, checklists and free reports, personal consultation, and relocating information.

Healthcare &You Company

Overview: I've been speaking with many small business owners to discuss the rising cost of group health coverage. Now I'm ready to share with you a new innovative and less costly approach that may be available to you, under the Affordable Care Act. Service: The Healthcare and You solution, delivers better healthcare benefits, substantial cost savings and is available to businesses with less than 50 fulltime employees. Employers who don't currently offer health benefits, are now able create affordable employee health plans. The savings on premiums alone, can be as much as 60% by accessing the large insurance subsidies available through the individual healthcare marketplace. Employees are provided a larger selection of plans and are able to find coverage that fits their unique needs and budget. The employer eliminates the cost and hassle of being a group health insurance administrator. The employer is able to contribute to employee health benefits through professionally managed Healthcare Reimbursement plans. In this situation tax benefits are favorable to all and healthcare reimbursement is not paid through payroll.