Tax Planning & Preparation
Tax Planning & Preparation
Financial Planning
Insurance
Estate Planning
Investment Management
Employment Sponsored Plans
Tax Planning & Preparation
At Prostatis Financial Advisors Group, we want our clients to understand that sophisticated, comprehensive, affordable tax planning is important and accessible to everyone. We transform the tax experience from an unplanned, once-a-year stressful event into an activity filled with saving, lifestyle, and investment opportunities.
INDIVIDUAL TAXES
Whether a client completes a Tax Organizer to perfection or prefers the shoebox method and needs an accountant to sort through it all, we work with them and even provide companion services. We can keep clients’ quarterly tax preparation and their cash flow on track with phone or email reminders, and, should the governmental agencies audit a client, we will represent them.
Tax Payment
Tax Portal
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*If you are a current client, please call 410-863-1040, or email service@prostatisfg.com.
Request the Savvy Investor Retirement Summary and see what it would look like if you were able to grow, protect, and distribute your wealth in the most tax-efficient manner while alive and after you pass. In five steps, you can get prepared for the rest of your life!
- 1) The Intake (Gather Your Info)
- 2) The Summary (Show Your Future)
- 3) The Review (Take Home And Review)
- 4) The Decision (Determine How To Proceed)
- 5) The Savvy Life (Enjoy Your Retirement)
