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Wealth Management & College Resources
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Wealth Management & Tax Planning go hand-in hand...
As Accountants, M.B.A.s and Tax Professionals, our primary goals are to help you save money in taxes, and guide you to invest that money in yourself, your family, and/or your business. Many times we will advise that you open up (or roll over) various retirement vehicles (or a combination) to maximize tax savings, save and grow for retirement, college education, and to structure your assets to pass on your generational wealth to your family with as minimal tax consequences as possible. Many times we may also recommend various types of insurances to ensure asset and family protection. Everyone's income and financial situation is different and unique, which is why we take the utmost care to provide the best tax planning solutions as possible. We work with Independent Financial Planners to help meet these Client goals. It is important to work with professional, reliable, honest and experienced Financial Professionals.
Our Independent Financial Advisors will be happy to work with you.
"Team work makes the dream work."
**Disclaimer: All referred Financial Professionals are Independent from Des Moines Bookkeeping & Tax Preparation LLC. None of the staff of DesMoines Bookkeeping & Tax Preparation LLC receive any commissions from Financial Professionals for referrals. We simply work together with Financial Professionals to help them do their job, so that we can do ours for our mutual clients.
Our Children are our future...Tax Savings 529
"Education is the most powerful weapon, which you can use to change the world..."-Nelson Mandela
Your children are always your BEST investment.
Call us to find out how you can save on state taxes while contributing to your child's future at the same time, & pass on generational wealth.
Feel free to click on the icons on this page to be redirected to other sites that may help you see a list of Colleges and Universities in NYS, and determine if your child is eligible for Federal or NYS financial assistance for their College education.
Everyone deserves a chance...
-Education Savings and Tax Savings 529-
FAFSA Federal Student Aid
Do you qualify for FAFSA to help with your education? education savings
NYS TAP (Tuition Assistance Program)
Do you qualify for tuition assistance from NYS TAP Program? education savings
It's Tax Time! Opportunity if you can't pay fees upfront!
