Access to proactive and retrospective income tax advice

Review Multiple options to enhance income tax efficiency

Implement income tax strategies to minimize tax burdens for heirs and optimize outcomes.

 

 

Is doing your Taxes stressing you out?
WE ARE HERE TO HELP

  • You have questions about your tax planning strategy…

  • When should I start to plan my year-end tax strategy

  • Is it too late to lower my current year tax bill?

  • Have there been any income tax changes that will affect me this year?

  • What are the benefit of a ROTH conversion?

  • How do I minimize my estate taxes at death?

…You need a plan.

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Retirement Decisions Guide!!

Paying taxes once is your obligation,

paying taxes twice is your fault!

 

Accepting new tax clients

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For tax related inquiries: info@wfp-taxes.com  |  877-714-2362

Team Profiles

Walter F. Pardo CWS®,PPC™

Chris Salerno, EA

Chris Salerno, EA

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