tax harvesting strategies

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services:

offer risk-controlled portfolio management with consideration of taxes and income needs. - We offer full service financial by partnering with other specialists for tax reduction strategies, wills, living trusts, and more. - Social Security maximization

business operations, finance, and human behavior. -Retirement Planning (tax free, tax deferred, no fees). -Wealth building plans. -Leadership development & executive analysis. -Career Counseling & Career Advancement Strategies. -Re-Structuring of Retirement Strategies -Financial needs analysis

is a proactive, entrepreneurial CPA firm focusing on tax preparation, business accounting, tax planning, QuickBooks and CFO, and help you create long and short-term strategies to capitalize on the ever-evolving tax code

Black owned tax preparation firm. We are highly motivated and professional. We are willing to guide and teach clients on tax strategies and tax planning. Here at Mathurin legacy we aim to please our clients and to keep a professional reputation.

virtual controller, accounting, payroll, oversight, consulting and / or tax to C, S, and LLC entities as well as individuals. Proficient with QuickBooks, Peachtree, ProSeries, Blinksale, Harvest, Timeslips, Clicktime, Outlook, Excel, Sheets, Docs and Word

-level employees with tax-advantaged bonuses. Bank on Yourself Concepts and Infinite Banking are strategies that are used

and protect their wealth by efficiently managing their taxes. We guide our clients from the launch of to materialize cash flow management and profit maximizing strategies. Our team of professionals are former IRS employees

range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planningoffer debt or credit counseling and are not tax preparers or attorneys. We are here to expertise, we can walk you through the various strategies and options available to you, so that you

personal finance such as budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating how started with financial planning and develop long-term strategies to reach your goals.

prepare for retirement, save for education, and use tax-wise strategies to maximize your investments. By working together

you and your vision. This could include tax free retirement strategies, guaranteed spending & income plans, college funding, tax

Blended Families, Probate and Estate Administration, Elder Law, Tax Planning, Small Business Law, Special Needs Trusts, and and I am very knowledgeable in asset protection strategies. With more than a decade of experience in

our firm, we offer full-service accounting and tax services for individuals and small businesses. Our experienced, as well as providing assistance in developing financial strategies. We also specialize in helping small businesses set

worth, developing retirement plans, minimizing expenses, and implementing tax minimization strategies. Our fees are affordable and designed to

identify areas of inefficiency. We also provide tax planning and return preparation to help reduce , forecasting, analysis, income and cash flow strategies, as well as tax efficiency analysis and reporting. Our expertstaxes legally. Our team can recommend tax saving strategies that will increase after-tax income and

clients for over 25 years and specialize in tax, accounting, and other services for individuals and small itself by informing our clients about money-saving strategies and providing quality service. Our team is committed

education, and become a savvy investor with smart tax strategies. Our experts are here to help you make

finance needs, from bookkeeping to tax planning and business consulting. Our tailored strategies are designed to allow businesses

also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs