Prime Tax Program
Introducing Prime Tax Program ("PRIME"), a personalized tax advisory and planning platform designed to optimize tax savings, enhance tax-efficient investments, and deliver customized solutions for diverse client needs.
Our team provides:
Achieve smarter tax strategies with PRIME.
Our team provides:
- Tax Advisory Services: Analyze financial and tax issues, offer solutions, and deliver personalized recommendations.
- Tax Planning Services: Annual check-ups to calculate estimated taxes, manage tax event timing, and optimize cash flow to minimize burdens and avoid penalties.
Achieve smarter tax strategies with PRIME.
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Personal Financial Planning (PFP)
PFP is the process of identifying personal financial goals and resources, designing financial strategies, and making personalized recommendations that assist our clients.
PFP services are provided to clients who use our tax return preparation and tax minimization services. |
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Our PRIME Services
- Personal Financial Analysis – Individual Balance Sheet/Income Statement/Cash Flow Planning
- Tax Planning
- Retirement Planning
- Investment planning
- Risk Management and Insurance Planning
- Estate, Gift, and Wealth Transfer Planning
- Education Planning
- Charitable Planning
- Elder Planning
- International Tax Compliance, Reporting, and Planning
"BSMDG" Model For Personal Financial Success
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Building a budget prioritizing savings
Setting up emergency fund Maximizing retirement plan(s) and tax-advantaged plans Diversifying portfolio mix with investment options and life insurances Growing wealth under tax-efficient investment goals |
Check Out Parknovation's PRIME Tax Program (PTP) To Get Started
PTP is a great way for anyone to get started with financial planning. Check out details here!