CALL US FOR A FREE CONSULTATION 727-254-4976
Our approach is simple, holistic and effective. Analyze, assess, compare and customize an individual tailored plan to reach your financial goals.
OUR SERVICES
Creating sound financial solutions is what we do every day.
IRS Representation
Dealing with the Internal Revenue Service (IRS) can be stressful experience for many individuals and businesses. Whether you are facing an audit, a tax dispute, or simply need help understanding complex tax regulation, having proper IRS representation is crucial. Professional representation can help navigate the complexities of tax law and ensure that your rights are protected.
Retirement Planning
We start by analyzing your retirement goals and looking at every avenue that can provide you with a secure retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance and annuity policies, and defined-benefit plans (e.g. social security, traditional pensions) will all be analyzed on your behalf.
Estate & Trust Planning
Estate planning is a process that ensures your assets are transferred that way you wish after you pass away. We can collaborate with your attorney to construct an estate plan that ensures your goals and wishes are achieved.
Income Planning
We specialize in helping our clients prepare for and navigate the distribution phase once they retire or within 10 days of retirement. Retirement is not a time to gamble, income producing assets must factor into a comprehensive distribution plan developed by a tax expert to cover expenses and lifestyle that no not stop when work does.
Tax Preparation & Tax Mitigation
Accurate tax preparation and planning is essential for minimizing future tax liabilities and exposure. Not all tax planning opportunities are apparent, however with our direction and expertise, we can identify and implement strategies that can minimize your tax burden and save you money
Investment Management
Our comprehensive and tactical investment management approach exceeds and surpasses strategies offered by mainstream financial institutions and advisors. This unique and custom “game-plan” enables us to determine a clients maximum tolerable loss, while pursuing grown with minimal portfolio volatility.
A Proven and Tested Approach for Success.
By exploring your past, present, and future financial goals with a holistic approach, we are able to bring financial clarity and peace of mind to every client. Success is not off somewhere in the distance; it is a process that starts now with your individualized plan. Through constant communication and diligence, we are committed to finding out what is best for you today, tomorrow, a year from now, and in the far future.
TAX ACCOUNTING & PREPARATION | INCOME PLANNING | RETIREMENT PLANNING | TAX PLANNING
KEY TAX & FINANCIAL SERVICES | 905 E. MLK DRIVE, #228 | TARPON SPRINGS, FL 34689 | 727-254-4976
Investment Advisory services offered through Virtue Capital Management, LLC (VCM); a SEC Registered Investment Advisor. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
