and be with you every step of the way. We have established relationships with numerous local and two years of tax returns, profit and loss statement if self-employed, proof of income from any other a letter explaining any circumstances that caused your income to decrease or expenses to rise.

service that covers investment planning, tax planning, estate planning, college planning, and retirement income planning. We understand the are taken care of. With over four business units on site, Summit Financial Consulting is the perfect

We offer a variety of services, including tax review, income analysis, and risk evaluation. Our proactive review provide an income analysis to ensure income sources are used in the most tax efficient way and to provide adequate income to meet future needs. Lastly,

resource services, life and disability income insurance needs, retirement income needs, budgeting and cash flow investment products such as mutual funds, unit investment trusts, variable annuities, and direct investments, analyze alternative investments, and provide tax reduction strategies and estate preservation. We

strategies for first-time home buyers, seasoned multi-unit investors, and those looking to either flip or immediate sale or to generate cash flow, tax shelter, and retirement income.The team is comprised of Jose

clients throughout the United States. It specializes in cases related to income tax, litigation and estate private sectors. Ivins, Phillips Barker undertakes various tax related cases. The firm deals in casesto foreign acquisitions, dispositions, joint ventures and income sourcing. In addition, it assists clients in

PROTECT. This love affects every aspect of the way we interact with our clients and maintain high also help those with strong income to find ways to set aside additional pre-tax dollars and develop strategies

setting up living trusts and minimizing estate taxes. We also help companies review and upgrade of their IRAs, rollovers and pensions through tax-free withdrawals and other strategies. Long Term . Income Enhancement can be achieved with immediate annuities. Our Unique Solutions to Problems cover ways to keep

include: divorce, estate settlement and probate, tax assessment appeal, pre-listing, pre-short sale, PMI elimination, estate planning, tax re-assessment, financial planning, trusts, condemnationresidences, condominiums, planned unit developments, small income properties (2,3 & 4 units), modular homes, manufactured

staff members available to show property owners their units, they have a local downtown office for tenants maintenance, repair, or labor, as well as detailed income and expense reports sent to them monthly. Location sends a detailed annual report for reporting and tax purposes at the end of each year.The

for Business Owners & Professionals to significantly reduce taxes. Build income for life & provide wealth transfer to and holistic process Increased savings. Retirement income Significant tax and cost savings and timely reviewreputation on advising our clients on innovative ways to protect, build, and transfer wealth.

money multitask for youHow to maximize your tax-free retirement income - with NO government limits on how much than $25,000Paying Yourself Forward is the best way to take care of your future self. I

experience to assist our clients in other ways and areas. We regularly help disabled individuals the Social Security disability benefits and Supplemental Security income benefits to which they are entitled. We also represent clients in property tax appeals and commercial and real estate transactions.

to customers in Cleveland, TX and across the United States since 1965. Our mission is to offer loans to consumer finance, lines of credit and tax preparation. We strive to ensure our customers have and provide personalized support every step of the way.

issues. Serving clients across the United States and abroad, her specialties include foreign taxes, overseas income, Fbar filing, FATCA, dual

of Pearsall, TX and the rest of the United States since 1965. We strive to provide our a personal loan, consumer financing, credit line, or tax preparation. Our team provides support and guidance every step of the way to ensure that customers have access to the

have been serving Del City, OK and the United States since 1965 with a variety of services loans, consumer merchandise financing, lines of credit, and tax preparation. Our team is dedicated to providing the staff members are here to assist in any way they can, whether it's helping with a

of which were eligible for Historic Tax Credits according to the United States Secretary of The Interior's's Tavern and Restaurant, and Section 8, low income units. All of these projects are subject to Conservation

Cailean has over 15 years experience providing financial, tax, and consulting services to clients, and serving companies Phoenix Metro Area, as well as throughout the United States. Our clients are private businesses and organizations of all sizes as well as high income and net-worth individuals.

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 we offer include Retirement Income Strategies, Tax Free Retirement Strategies, Estate Tax Preservation, Wealth Preservation Strategies,