Daniel Shahmoradian, CFP®

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.

Hawkins Wealth Advisory

Hawkins Wealth Advisory is a private wealth management firm dedicated to helping high net worth individuals and families achieve financial security. We provide specialized retirement income planning, structuring, and estate tax strategies as well as unique disability insurance for high earners and those who may be uninsurable with traditional carriers. Our global services team provides life insurance, health insurance, disability insurance, accident insurance, travel insurance, and custom investment portfolios to help our clients reach their goals. We strive to provide the highest quality of service and expertise to ensure our clients get the best advice and solutions. 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.

Advance Financial Lighthouse

Advance Financial Lighthouse is a comprehensive financial practice that helps individuals and families plan for their future. Our goal is to be an ally to our clients as they strive for financial strength and independence - we provide support and advice through life-altering events. Our team of experts is highly knowledgeable in the areas of retirement savings, income planning, insurance planning, estate and tax strategies. We take the time to listen to our client's needs and objectives in order to create plans that fit their lifestyle. We are dedicated to helping our clients visualize their future, take action, and measure their results.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Person CPA Group

At Person CPA Group, we prioritize planning as the key to reducing tax liability in a legal and successful manner. We strive to go beyond just tax compliance and proactively seek strategies to maximize after-tax income. To ensure our mastery of the current tax law, complex tax code, and new tax regulations, our team regularly attends seminars. As a result, our clients benefit from paying the lowest taxes allowable by law, due to our efforts to minimize their taxes throughout the year. Our team is highly experienced in the areas of taxation, providing advice and services for businesses and individuals. We have the expertise to help our clients reach their financial goals with our comprehensive range of services. Our commitment to staying up-to-date on the latest tax regulations allows us to provide the best possible solutions to our clients.

Summit Wealth Strategies

At Summit Wealth Strategies, we understand that planning for retirement can be a daunting and overwhelming task. That’s why our team of highly experienced professionals work tirelessly to provide you with customized financial strategies tailored specifically to pre- and post-retirees. With hundreds of years of combined industry experience, we are ready to guide you every step of the way. Our Retirement Income Maps offer an easy-to-understand visual representation of your retirement income capabilities, helping you to better plan for potential risks and understand your available options. On top of that, our Social Security Maximization Strategies help to ensure that you make the most out of your retirement savings. Other financial strategies we offer include Retirement Income Strategies, Tax Free Retirement Strategies, Estate Tax Preservation, Wealth Preservation Strategies, and Accumulation Strategies. With our deep expertise and the appropriate product and service offerings, we can help you to build and maintain a secure financial future.

Knox Financial

Knox Financial is a financial services firm committed to helping clients reach their financial goals by providing tailored investments, insurance, and real estate solutions. As experienced investment advisors, we provide comprehensive financial planning for the mass affluent. Our range of services include stocks and bonds, retirement accounts for individuals and small businesses, college savings plans, annuities, fee-based managed accounts, mutual funds, life insurance, and long-term care insurance. Additionally, we provide 1st mortgages, 2nd mortgages, HELOCS, and real estate listings. We strive to provide our clients with the best possible solutions to suit their unique needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

DSA Financial Group

DSA Financial Group offers comprehensive financial planning services for individuals and families to help them establish a secure future. Our wealth management experts assist in retirement planning, estate planning and other investments to help you reach your goals. We also provide tailored retirement plans for small businesses. Our team has a deep understanding of the needs of our clients and are committed to providing them with the best possible financial advice. We strive to ensure that our clients are able to make informed decisions about their finances and investments so that they can live comfortably and securely in their later years. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Tidemark Financial Partners

Tidemark Financial Partners is a wealth and income management company with a mission to provide comprehensive financial planning services to individuals, families, and small-business owners. Our team has the expertise to assist clients in all life stages, from tax planning and strategizing for retirement, to risk management and estate planning. We strive to understand our clients' current financial situation and goals for the future, offering years of experience and knowledge to craft personalised strategies that are tailored to each individual's needs. We are dedicated to helping our clients make informed decisions to reach their desired financial goals.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.