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 tax benefit available to you, while still complying with the law.
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.
As a joint team, we discuss with you your goals, for your retirement, and make suggestions on how to achieve them. As your partner we will discuss your short term, medium term and long term goals for your future and retirement. That will help us to assist you in strategizing a plan to achieve those goals.
Wealth enhancement is our primary goal in financial planning. Simonic will assist you in determining your goals and ways to accomplish them.
We can assist you in minimizing estate taxes through trusts and other vehicles. Through planning you can also substantially reduce your estate taxes and the amount of work 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.