Vaca Tax and Financial Group

Rewritten:

Services for Taxes

Taxes are an integral part of your financial planning, affecting various aspects of your financial life. Our team of tax experts is well-equipped to provide you with advice in the following areas or help you steer in the right direction:

Tax return filing - We strive to minimize your tax liability and avail tax breaks that you may be eligible for.

Future tax planning - Whether you plan to sell your rental property, retire soon, sell investments, or make other income-affecting changes, we can estimate your tax liability and help you prepare for it.

Post-death taxes - Are estate taxes a concern for you? We can assist you in reducing estate taxes and file estate tax returns on your behalf.

Small business matters - Do you own or are you considering setting up a small business? Share your concerns with us and expect innovative tax-saving ideas.



Services for Financial Planning

Often overlooked, financial planning services can significantly impact your long-term financial freedom.

Investment services - Are you starting to invest, and unsure of where to begin? Our financial advisors will guide you in making informed decisions, including determining whether an IRA or Roth IRA is better suited for you.

Asset allocation - Should you keep your money in a bank account or invest in stocks and bonds? Is your portfolio too risky? We can help reduce your investment risk and keep track of your investments regularly.

Our step-by-step process focuses on:

* Minimizing your investment risk
* Keeping track of your investments on a regular basis so you don't have to
* Exploring new market possibilities to maximize your investment returns.

Rental property, Stocks or bonds, Disability, Military service, Foreign income