JE & Sons Multiservice
At JE & Sons Multiservice, our top priority is to supply our customers with wise financial advice regarding taxes, insurance, and credit education. We take pride in providing the utmost attention to detail when it comes to preparing income taxes, insurance, or credit solutions. We do this by taking the time to get to know each of our clients, their circumstances, and needs. We provide a detailed line-by-line explanation of each client's tax returns.
Our aim is for each one of our clients to not only understand what their tax results are but to comprehend the rationale behind them. We acknowledge that every customer's tax situation is one of a kind and necessitates personalized attention to produce accurate results. Contact us to book your tax preparation this season and find out why many others have chosen us. We are a knowledgeable, dependable, and professional tax firm that you can trust.
For an affordable price, we offer Federal and State Returns for only 90. In addition, we provide cost-effective Auto, Home, Life, and Business Insurance.
Related Merchants
Hoang Le Tax Insurance Financial Service
- Tax Preparation Services: Individual, Partnership, LLC and Corp. and setting up new companies. - We also offer Tax Classes (you learn to become a Registered Tax Preparer) - Business Services: Complete Accounting, Sale Tax, Payroll & Bookkeeping, Business & Worker Compensation Insurance. - We do Offer In Compromise (helps clients to pay a reduced tax balance due to financial hardships). We also provide IRS, FTB, BOE and EDD Audit Representation. - We help buying and selling Real Estate, and do Mortgage Loans. - We consult Retirement (Social Security Benefits..) & College Planning (FAFSA..) and advice on Retirement & College Saving investments. - Other services: Immigration, Trust & Will, Notary Public, Paralegal & Divorce, ITIN application (You don't have to send out your original passport) + We do e-File for to help you receive refunds faster. + We provide help to enroll Medi-Cal & Obamacare health plans with Kaiser, Blue Shield or Blue Cross. + Refer a friend to us and we will send you $10-20/client to say "Thank you!"
The Office of Terrie Bui - Financial Planning, Tax and Insurance
Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-College Funding Plan
Asset Preservation Wealth & Tax
Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.
Providence Financial Insurance and Tax Services
We strive to provide outstanding customer service and support. Our financial planning strategy workshops are tailored to meet all your needs. We offer bilingual services for English and Spanish literature. Our team specializes in auto, home, life, retirement planning and college savings. We will work closely with you to ensure that you receive personalized services so that you can make informed decisions concerning your finances and plan for a secure future. We have perfected our processes and systems so that we are able to offer you the best solutions to meet any financial goal. We understand the importance of planning for your future, which is why we are dedicated to offering you the most up-to-date strategies and solutions that best fit your individual needs. With us, you can rest assured that you will have the expertise to navigate any financial opportunity and choose the best course of action for your future.
Asset Preservation Wealth & Tax
An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...
Kelly Financial Services
Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.