Golden Rule Financial Planning

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

Financial Planning Unlimited

At Financial Planning Unlimited, we can assist you in mapping out a personalized, flexible retirement plan that can put you on the path towards a financial future that allows you to enjoy the benefits of your hard-working years. Some of the ways we do this: Comprehensive Financial Plans, Retirement Planning, College Planning, Wealth Management, Review your Medical, Disability, & Life Insurance, Estate Planning, Asset Protection,  Company Retirement Plans,  Portfolio Analysis, Tax Preparation & Review plus more... Give us a call at (602) 274-0371 to assist with planning the best tax strategy along with help in developing and implementing an investment plan suited for your needs.

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial 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.

Decker Retirement Planning

At Decker Retirement Planning, we strive to help individuals who are either retired or retiring in the next 5-10 years and have a nest egg of at least 350K. Our mission is to objectively and mathematically guide these individuals to enjoy the retirement they have been wanting. We specialize in addressing three common issues: fear of running out of money, losing money due to stock market volatility and increasing taxes. Our team is composed of experienced professionals who understand the needs of our clients. We provide tailored solutions and services to fit each person's individual needs. We work hard to ensure that each individual has a successful and secure retirement plan. Reach out and one of our assistants will respond and provide additional information to see how we can be of service to you.

John's Tax Pro Team

John's Tax Pro Team offers comprehensive tax and financial services throughout the year. Our experienced professionals are here to help you with tax preparation, IRS problem solutions, retirement planning, audit assistance and preparation, incorporating your business, bookkeeping, notary, and ITIN services. We also offer our services in Spanish. Contact us today for reliable and trustworthy assistance. 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.

Ruth Goldstein - Mainstreet Financial Group

Retirement planning is no longer as simple as it once was. Social security and pensions are often not enough to cover costs and require an intentional income plan. To assist with this, Ruth Goldstein from Mainstreet Financial Group offers consultation services over the phone, by Zoom or in person. Mainstreet Financial Group provides personalized retirement planning advice to ensure that clients have the best possible chance of succeeding in achieving their financial goals. The team is knowledgeable, experienced and dedicated to providing the best customer service. They take the time to understand each client's individual needs and create a tailored plan to maximize their retirement savings. With their guidance and expertise, individuals can have the confidence to prepare for a secure financial future.

Decker Retirement Planning

At Decker Retirement Planning, we are committed to helping our clients achieve their retirement dreams. We specialize in assisting those who are looking to retire in the next five to ten years and have a nest egg of at least 350K. We understand that these individuals often struggle with fear of running out of money, stock market volatility, and increasing taxes. Our team is passionate about helping our clients manage these issues and create a secure and enjoyable retirement. We offer personalized services to each of our clients, taking into account their unique needs and goals. Our experts are highly trained in the field of retirement planning and strive to provide our clients with the best possible advice for achieving their retirement dreams. Through our comprehensive services, we can help you plan for your future and ensure that your retirement years are stress-free and enjoyable.

Decker Retirement Planning

At Decker Retirement Planning, we strive to help individuals achieve the retirement of their dreams through objective and mathematical guidance. We specialize in working with those who are retired or planning to retire within the next 5 to 10 years and have a nest egg of at least 350K. Our services address three primary concerns: fear of running out of money, losing money due to stock market volatility, and increasing taxes. Our team of experienced professionals provides personalized solutions to address each individual's needs. We are dedicated to helping our clients navigate the complexities of retirement planning, allowing them to enjoy their retirement with confidence. Reach out to us and one of our assistants will be happy to discuss how we can assist you.