I truly enjoy my work and taking care of my clients-we are a team! Great planning ideas, reliable service, and true compassion are what I provide to my insurance and tax clients. Making the insurance and tax processes as painless as possible so that you can succeed in your business and financial lives is what drives me to do my very best each day.
With Delfau Tax & Financial Services, LLC, you will receive clear-cut and practical answers for your life insurance, long-term care insurance and tax questions in a friendly environment. I can't recommend Kristin highly enough! Finding someone who can help you skillfully navigate the world of life insurance (and other personal finance issues) is no easy task.
With Delfau Tax & Financial Services, LLC, you will receive clear-cut and practical answers for your life insurance, long-term care insurance and tax questions in a friendly environment. I can't recommend Kristin highly enough! Finding someone who can help you skillfully navigate the world of life insurance (and other personal finance issues) is no easy task.
Services
Like organizing the garage, life insurance is one of those things that we know we should get around to one day. Perhaps you already have some coverage, but you're not sure it's enough or even a good deal. With the DT&FS Life Insurance Review, you'll receive an honest review of your life insurance coverage (or lack thereof) and find out if it is worth changing your existing policy or not.
Long-Term Care Insurance is a type of insurance you can purchase to cover items that Medicare won't, like assisted living facilities, nursing homes, in-home care, etc. There are lots of options, add-ons and configurations that can get unnecessarily expensive if you're not careful. Generally, sometime in your 50s is a good time to start considering LTC insurance.
For tax preparation and tax planning, all preparation and review work is performed on an hourly fee basis. Below are some estimates to give you a range of what to expect. If your tax return is complicated, we will discuss the approximate time it will take to complete your returns.
When you require tax planning strategies for situations such as starting your own business or handling a large capital gain, billing is based on an hourly rate-and you will receive a time estimate in advance.No one likes to think about taxes more often than they have to. However, tackling tax questions throughout the year (instead of waiting for tax season) can result in more tax savings and less stress!
When you require tax planning strategies for situations such as starting your own business or handling a large capital gain, billing is based on an hourly rate-and you will receive a time estimate in advance.No one likes to think about taxes more often than they have to. However, tackling tax questions throughout the year (instead of waiting for tax season) can result in more tax savings and less stress!
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