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Personal Financial Planning
Creating Financial Freedom!
Building and preserving your personal wealth requires specialized attention. You get one-on-
one guidance and a comprehensive financial plan that helps manage risk, improve
performance, and ensure the growth and longevity of your wealth.
We help you...
Save enough for a comfortable retirement by identifying your retirement
needs, analyzing your assets and sources of retirement income, reviewing
estimated shortfalls, and identifying the best ways to save for retirement given
your financial situation and risk tolerance.
Pay for your child's college education by accurately estimating the amount of
money you'll need, analyzing your assets, reviewing estimated shortfalls and
considering general alternatives and strategies to help address these potential
shortfalls, and developing an optimal savings plan given your financial situation
and risk tolerance.
Protect your family in case of you become disabled by ensuring you have
enough money in your emergency fund and analyzing your life, disability, health,
home, and auto insurance coverage. We also review your will and various
powers of attorney designed to take care of your affairs in the event you are
incapacitated and can't manage them yourself.
Achieve your investment goals by identifying the steps needed to maximize
your investment returns as well as the steps needed to help minimize your risk
while building increased predictability of your investment returns.
Leave a legacy for your heirs by maximizing the value of your estate by saving
tax dollars, professional fees, and court costs. As well as minimizing the costs of
probate, creditors, lawyers, and estate taxes, which can negatively impact the
value of your estate. We also help you stay in control of your affairs by providing
a road map for passing your estate on to your heirs.
Guides
Business Strategies
Learn how to start, run and eventually sell a successful business.
Starting A Business
Running Your Business
Growing Your Business
Securing Business Loans
Selling/Exiting Your Business
Starting a new business is a very exciting and busy time. There is so much to be done
and so little time to do it in. If you expect to have employees, there are a variety of
federal and state forms and applications that will need to be completed to get your
business up and running. That's where we can help.
Employer Identification Number (EIN)
Securing an Employer Identification Number (also known as a Federal Tax Identification
Number) is the first thing that needs to be done since many other forms require it. The
fastest way to apply for an EIN is online through the IRS website or by telephone.
Applying by fax and mail generally takes one to two weeks. Note that effective May 21,
2012 you can only apply for one EIN per day. The previous limit was 5.
State Withholding, Unemployment, and Sales Tax
Once you have your EIN, you need to fill out forms to establish an account with the
State for payroll tax withholding, Unemployment Insurance Registration, and sales tax
collections (if applicable).
Payroll Record Keeping
Payroll reporting and record keeping can be very time consuming and costly, especially
if it isn't handled correctly. Also keep in mind, that almost all employers are required to
transmit federal payroll tax deposits electronically. Personnel files should be kept for
each employee and include an employee's employment application as well as the
following:
Form W-4 is completed by the employee and used to calculate their federal income tax
withholding. This form also includes necessary information such as address and social
security number.
Form I-9 must be completed by you, the employer, to verify that employees are legally
permitted to work in the U.S.
-
Contact
If you have any unanswered questions, please let us know.
Tax Help Group
222 N. Sepulveda Blvd.,
Suite 2000,
El Segundo, CA 90245
info@taxhelpgroup.com
Phone: 877 792-3574
Fax: 877 792-3574
http://www.taxhelpgroup.com/personalfinplan.php

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Looking for personal financial tax planning

  • 1. Personal Financial Planning Creating Financial Freedom! Building and preserving your personal wealth requires specialized attention. You get one-on- one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We help you... Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance. Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance. Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various
  • 2. powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself. Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns. Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs. Guides Business Strategies Learn how to start, run and eventually sell a successful business. Starting A Business Running Your Business Growing Your Business Securing Business Loans Selling/Exiting Your Business Starting a new business is a very exciting and busy time. There is so much to be done and so little time to do it in. If you expect to have employees, there are a variety of federal and state forms and applications that will need to be completed to get your business up and running. That's where we can help. Employer Identification Number (EIN) Securing an Employer Identification Number (also known as a Federal Tax Identification Number) is the first thing that needs to be done since many other forms require it. The fastest way to apply for an EIN is online through the IRS website or by telephone. Applying by fax and mail generally takes one to two weeks. Note that effective May 21, 2012 you can only apply for one EIN per day. The previous limit was 5.
  • 3. State Withholding, Unemployment, and Sales Tax Once you have your EIN, you need to fill out forms to establish an account with the State for payroll tax withholding, Unemployment Insurance Registration, and sales tax collections (if applicable). Payroll Record Keeping Payroll reporting and record keeping can be very time consuming and costly, especially if it isn't handled correctly. Also keep in mind, that almost all employers are required to transmit federal payroll tax deposits electronically. Personnel files should be kept for each employee and include an employee's employment application as well as the following: Form W-4 is completed by the employee and used to calculate their federal income tax withholding. This form also includes necessary information such as address and social security number. Form I-9 must be completed by you, the employer, to verify that employees are legally permitted to work in the U.S. - Contact If you have any unanswered questions, please let us know. Tax Help Group 222 N. Sepulveda Blvd.,
  • 4. Suite 2000, El Segundo, CA 90245 info@taxhelpgroup.com Phone: 877 792-3574 Fax: 877 792-3574 http://www.taxhelpgroup.com/personalfinplan.php