Daniel Shahmoradian, CFP®
Our team, Daniel Shahmoradian, CFP® specializes in tax planning strategies for households with a gross income over $300,000 and those looking to manage about $500,000 of assets. We provide preliminary planning analysis and feedback at no cost, including tax strategy and investment allocation. We offer flat fee for a one time engagement or a percentage of assets for ongoing input and feedback, ranging from 0.5-1.5%.
We offer comprehensive plans to our clients that include setting up investment strategies, tax shelters, tax advantaged investments, tax loss harvesting and diversification, life insurance, cashflow management, minimizing estate taxes, guaranteed income streams, as well as balancing between high growth oriented investments and more stable assets. Our focus is on tax liability analysis and mitigation.
Related Merchants
Daniel Shahmoradian, CFP®
Our team, Daniel Shahmoradian, CFP® specializes in tax planning strategies for households with a gross income over $300,000 and those looking to manage about $500,000 of assets. We provide preliminary planning analysis and feedback at no cost, including tax strategy and investment allocation. We offer flat fee for a one time engagement or a percentage of assets for ongoing input and feedback, ranging from 0.5-1.5%. We offer comprehensive plans to our clients that include setting up investment strategies, tax shelters, tax advantaged investments, tax loss harvesting and diversification, life insurance, cashflow management, minimizing estate taxes, guaranteed income streams, as well as balancing between high growth oriented investments and more stable assets. Our focus is on tax liability analysis and mitigation.
Custom Accounting CPA
Most small business owners dread tax season. Working hard all year long only to hand a huge chunk of your profits and income over to the IRS really hurts but Custom Accounting Inc can ease your pain. We're not the average Brooklyn NY CPA firm. In addition to the standard training required, we attend special training as a Certified Tax Coach and can create a personalized tax strategy that will save you thousands. A traditional tax preparer knows how to put the right numbers in the right boxes but doesn't know how to find real tax savings. Our firm is different because we're highly educated in proactive tax planning techniques for small business owners, entrepreneurs, and high net worth individuals. Custom Accounting Inc specializes in business taxes, bookkeeping services, payroll services, small business accounting, cloud accounting, financial and business consulting, QuickBooks™ setup and support services, Outsourced CFO and controller services, incorporation and new business advisory.
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...
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 Scottsdale, Tempe, Gilbert, Mesa, Chandler, 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 Planning, Roth Conversions, 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...
Coet 2 CPAs
As small business specialists, we offer a comprehensive solution to help our clients build and protect their wealth by efficiently managing their taxes. We guide our clients from the launch of their business through exit planning, working with them to materialize cash flow management and profit maximizing strategies. Our team of professionals are former IRS employees and are highly skilled in tax planning and preparation. We also provide accounting systems design, such as QuickBooks, and have a QuickBooks Pro Adviser on staff. We are proud to offer one-stop services that cover a broad spectrum of needs, including income tax planning and preparation, payroll services, sales tax, personal property tax, and retirement plan establishment and maintenance. Moreover, our list of services does not stop there; we also offer business valuation, forensic accounting services, and litigation support for our clients.
Wastvedt & Co
At Wastvedt & Co, we strive to provide our clients with the best strategies for minimizing their liability through expert tax planning and preparation. We specialize in helping small businesses and those with a high net worth, and focus on reducing both estate and income tax. Our personalized approach gives our customers the peace of mind that comes with knowing that their taxes are handled with the utmost care and precision. We provide comprehensive tax planning and preparation services, and our team of experienced professionals can advise on a variety of topics ranging from start-up operations to tax reduction strategies for high net worth individuals. Our goal is to be a trusted partner to all of our clients, providing sound advice and counsel tailored to their individual needs.