At Ivana Liberatore CPA, CFP & Associates, we believe our teamwork approach adds a broader perspective to all we do and provides an increased benefit to our clients. Our team is comprised of financial planning and tax professionals with years of industry experience. We pride ourselves in helping individuals, families, and business locally and throughout the United States.
As a CFP and a CPA, Ivana can help you create a financial plan to pursue your goals using financial planning strategies while keeping tax saving opportunities at the forefront. Our strategies make the best use of available resources which provide the best option to increase retirement income, save taxes, and consider all goals and special situations.
As a CFP and a CPA, Ivana can help you create a financial plan to pursue your goals using financial planning strategies while keeping tax saving opportunities at the forefront. Our strategies make the best use of available resources which provide the best option to increase retirement income, save taxes, and consider all goals and special situations.
Services
We will help you assess your unique situation and goals and illustrate your retirement options with multiple scenarios over your lifetime. Our comprehensive retirement plan will show you when you can retire, and that you'll be able to maintain your standard of living for a lifetime. With taxes always at the forefront, we will help you minimize taxes now, in retirement, and for your beneficiaries.
Even the best investment plans can crumble if you have not properly prepared for the unexpected. Should something happen to you or a family member such as a disability, death, or a long-term care need, the careful planning and investing you have so diligently developed can be unraveled in an instant.
Review 3 years of tax returns for errors or missed deductions which may result in a refund. Explore tax efficient 401(k) rollover* and tax saving strategies for company stock and options. Our firm has been serving the tax and financial needs locally and around the United States for over 30 years. Let us lead you through the 2020 tax changes.
As a team of women, we specialize in helping women in transition who are experiencing a significant change in their lives. Unforeseeable tragedies such as becoming a widow after the death of a spouse, or coping with a divorce, are some of the most difficult life changes to endure. We are here to support you through these major life events, and provide sound guidance in a caring and compassionate setting.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
