We are knowledgeable and experienced with investments, retirement, savings, and long-term tax planning. We are able and willing to share this expertise with you.
We are fully knowledgeable with IRS tax regulations and will competently handle issues involving estate and tax planning. We utilize methods which are not well understood by many tax advisors including the new federal tax laws, Roth conversions over a period of decades to reduce your total taxes, HSAs, TreasuryDirect.gov, and bunching tax deductions to maximize their combined value.
For one hundred U.S. dollars per hour we can handle complex issues regarding the above topics and enable you to navigate the financial world with confidence.
Contact Steve by email or by telephone at (201) 246-0003.
