Are you using the same team of professionals for your personal taxes, financial planning, and business?. Serving thousands of highly-satisfied clients primarily throughout Massachusetts and Connecticut. Even the best laid financial plan can be completely undone by taxes and changes in tax laws, taking with it any gains and profits you made in your portfolio, personal income, or business (if you have one).
If you have a separate accountant and financial planner, they may not have all the knowledge, experience, and information you need to provide you a comprehensive plan that helps position you for the lowest taxes and the safest, highest returns. That's why the Drenen Financial Services philosophy is that tax mitigation and financial planning go hand-in-hand.
If you have a separate accountant and financial planner, they may not have all the knowledge, experience, and information you need to provide you a comprehensive plan that helps position you for the lowest taxes and the safest, highest returns. That's why the Drenen Financial Services philosophy is that tax mitigation and financial planning go hand-in-hand.
Services
Traditional IRA Calculator - This helps you figure out how contributing to an IRA could help your retirement. Roth IRA Converter - This shows the advantages, or disadvantages of converting your IRA to a ROTH. Retirement Planner - Learn if your retirement plan is on the track to success, and also how to keep it there.
Reviews (5)
Bee Hill
Nov 27, 2021
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Be careful of a tax service provider who will not back up their work for free. I have used Drenen for a couple of years. Upon my arrival in February, the tax preparer asked if I would like to purchase insurance in case something ends up returned and in question.
My work company shorted me some tax documents last season and the Drenen tax preparer said “We’ll try to send the paperwork as is.” I was hoping for the best and put my trust in Drenen but of course I got the dreaded letter from the DOR. Drenen charged me $50 bucks for the fix.
With their experience in tax prep, you know darn well
My work company shorted me some tax documents last season and the Drenen tax preparer said “We’ll try to send the paperwork as is.” I was hoping for the best and put my trust in Drenen but of course I got the dreaded letter from the DOR. Drenen charged me $50 bucks for the fix.
With their experience in tax prep, you know darn well
Laura DeGray
May 17, 2021
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Brandon Ernhout
May 01, 2021
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John Lynch
Nov 11, 2020
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Jennifer Bernier
Oct 15, 2020
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Drenen Financial services is extremely professional, and attentive to your specific needs. They pride themselves on privacy and security of your personal information. When possible they accommodate appointments at your convenience, their administration staff are always happy to help in any way, wether dropping taxes off or schedule an appointment.
