Steve Clyne – Specijalista za poreske usluge i finansijsko planiranje

Steve Clyne – Specijalista za poreske usluge i finansijsko planiranje

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Steve Clyne

Specijalista za poreske usluge i finansijsko planiranje

(SteveClyne77@gmail.com)

(561)702-9630.

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 planning
Finding opportunities to minimize taxes, maximize deductions, get tax credits, change investing strategies, and more to reduce tax liability
2. Financial planning
Assistance planning an individual’s finances including income, investment, taxes, financial risks, and other financial obligations
3. Retirement
Assistance planning to stop working including saving for future expenses, healthcare, and day-to-day expenses
4. Education savings
Assistance creating a savings plan to pay for higher education which may have state and federal tax benefits
5. Investment advising
Assistance getting investment recommendations and managing assets such as stocks or property
6. Estate planning
Assistance planning what will happen to assets after death including taxes and transfer of property to beneficiarie

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