Our focus is to partner with you
in 3 key areas of your life
Tax Management:
Tax planning and preparation for Individuals and Businesses which includes ITIN preparation as IRS Certified Acceptance Agent, Streamlined Procedures Filing, FBAR, FATCA and PFIC Filing, Non-residents tax filing, expatriates tax filing and related consultations.
Wealth Management:
Financial planning and investment management * which includes IRA, 401k, Mutual Funds, Retirement planning, Education planning, Life insurance and Annuities.
Business Management:
Assistance with starting and operating your business in any state in the US - Incorporating, Payroll processing, Sales tax filing, Bookkeeping, Tax Planning, Business Process Outsourcing and Management consultations. Audit, Review and Compilation. Setting up subsidiaries in US or India.
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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Gap Insurance for Leased Cars
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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A Brief Guide To Condo Insurance
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Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Insuring Your Second Home
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What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.