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BUSINESS
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Income Tax
We offer
excellent tax preparation for individuals that is based on efficiency
and accuracy, without sacrificing customer service. Our goal is to
ensure that your tax return has been completed with every
advantageous tax benefit available to you, while still complying with
the law.
Tax Planning
Working
together, we estimate what your projected tax liability will be. We
also assist you in designing ways to reduce your tax liability while
complying with the law.
Retirement Planning
As a joint
team, we discuss with you your goals, for your retirement, and make
suggestions on how to achieve them.
Financial Planning
Wealth
enhancement is our primary goal in financial planning. Simonic will
assist you in determining your goals and ways to reach them.
Estate Planning
We can assist
you in minimizing estate taxes through trusts. By planning for your
estate early, you can eliminate a substantial amount of work and
energy for your beneficiaries.
Debt
Elimination Counseling
Simonic can
teach you how to eliminate all the debt you currently have in an
average of 5-7 years including your home mortgage with the income you
currently earn.
For
information about our services, contact our Managing Partner at simonic@simonic.net
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