Our team of highly skilled tax attorneys and accounting professionals have structured unique tax-planning strategies tailored to our clients’ business and personal situations.
With our income tax services, you will have access to a complete capital preservation report specially tailored for your specific needs, including:
How our tax team works for you:
All you need to provide us with are the last two years’ business and personal tax returns, and answer a few questions. In turn, our tax team will:
They have worked with organizations across many industries including:
Contact our Benefit / Captive team today to schedule a no-cost, no-obligation consultation.
***Must be at least 55 yrs old with a minimum $250k in current investments
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities and Advisory Services offered through Madison Avenue Securities, LLC. (“MAS”), Member FINRA & SIPC and a Registered Investment Advisor. MAS and PFS Wealth Management Group(“PFS”) are not affiliated companies. Vincent Virga is licensed for securities in AL, FL, MA, NJ, NY, PA, SC and advisory licensed in AL, FL, MA, NJ, PA and SC.