While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
In addition to understanding tax strategies and managing your tax bill, a special area of knowledge in our professional practice involves helping resolve many types of tax controversy.
Some of the specialized IRS and State tax problem resolution services we provide include the following:
As a member of the National Association of Enrolled Agents and a Fellow of the National Tax Practice Institute™ (NTPI®), Josh is an expert in representation before the IRS and uniquely qualified to assist you in preparing an acceptable Offer in Compromise.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Tax services offered by Best Tax Pro. Cetera Advisor Networks LLC does not provide tax or legal advice.
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