Specijalista za poreske usluge i finansijsko planiranje
I provide a balanced approach to achieving your goals of financial security, assuring that your intentions and goals have been understood, and needs have been addressed. My goal is to establish trust, truly understand my client’s immediate, mid-term, and long-term goals. Build a plan that supports their goals, and offers steps to achieve them, from tax and financial consulting to accounting and auditing, I provide comprehensive and individualized support to meet all of your tax and financial needs.
1. Tax planningFinding opportunities to minimize taxes, maximize deductions, get tax credits, change investing strategies, and more to reduce tax liability2. Financial planningAssistance planning an individual’s finances including income, investment, taxes, financial risks, and other financial obligations3. RetirementAssistance planning to stop working including saving for future expenses, healthcare, and day-to-day expenses4. Education savingsAssistance creating a savings plan to pay for higher education which may have state and federal tax benefits5. Investment advisingAssistance getting investment recommendations and managing assets such as stocks or property6. Estate planningAssistance planning what will happen to assets after death including taxes and transfer of property to beneficiarie