Whether you're facing retirement in the near term or looking to better understand certain investment ideas, Zielonka Financial Services LLC can help you address your most pressing money questions. Most people are focused on their taxes right now. That's great, because tax considerations go hand in hand with financial planning.
Unfortunately, most people don't consider how taxes work together with financial plans. As a tax professional licensed by the IRS, I understand the tax impact of the strategies I recommend. Even better, I'm usually the tax professional who prepares most of my clients' returns. My only priority is your overall financial success.
Unfortunately, most people don't consider how taxes work together with financial plans. As a tax professional licensed by the IRS, I understand the tax impact of the strategies I recommend. Even better, I'm usually the tax professional who prepares most of my clients' returns. My only priority is your overall financial success.
Services
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing taxes to paying down debt to saving for college to saving for retirement and protecting our loved ones, these personal finance challenges are all interconnected and can easily be overwhelming.
Our firm offers a wide range of services to our clients. Because our firm is relatively small, our clients receive highly personalized service. Below you will find descriptions and information about of the most popular services that we offer. This list is not all-inclusive. Please feel free to inquire about any question you might have.
Avantax helps you reach your goals by focusing on the total picture. Our company was created on the principle that a comprehensive, Tax-Smart approach to a person's financial situation will deliver better results. We pioneered Tax-Smart Investing over 30 years ago, and we have grown through delivery of superior results for our valued clients.
Tax preparation is about asking the right questions while understanding the effect the answers will have on the tax calculation. It's not about filling in the blanks to passes a software "error check, " but a constructing a return that yields the lowest tax and largest refund. Every year, consumer advocates use "test shoppers" to visit tax preparers who arrive at vastly different conclusions based on the same set of facts.
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