Tax Returns Plu$ Financial Services
We do tax returns, tax planning and so much more.
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Tax Planning
No one likes surprises; especially if they cost you money. We can forecast multiple scenarios in order to determine the tax implications before you make any decisions.
Taxable Social Security
Making Social Security taxable is one of the meanest things Congress has done to our Seniors. With some planning, we may be able to reduce that tax impact.
CSA Certified Senior Advisors
Are you part of the “Sandwich Generation”, with aging parents and college bound children?
We have real life experience, as well as professional education, to help you in this area. All three members of our firm have earned the CSA designation. The Society of Certified Senior Advisors is an international organization of over 17,000 members devoted to learning more about the unique issues that become part of our everyday lives as we age, or interact with the senior generation.
Go to
www.society-csa.com or contact us for more information.