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Tax Services

Navigating all of the legislation surrounding taxation can be a daunting task. It can be even more daunting using tax laws to your advantage when managing your investments. One Financial Services has the experience and knowledge to help guide you through these tricky waters.

At One Financial Services, we strive to help your portfolio through taking advantage of current tax legislation through unique investment strategies. We can advise our clients on using tactics such as Roth IRA conversions and maximizing IRA contributions throughout the tax year. We are also able to advise our clients on issues such as tax withholding on qualified account distributions and preparing tax projections to keep clients on track throughout the year.

Jack Morrone is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). He has many years of experience in dealing with taxes, from preparation of tax returns to navigating through the ever-changing tax legislation. He and the rest of our team are prepared to assist you in maximizing your personal benefit and opportunities that tax laws can present in an effort to help each client keep more of their hard earned money.

*This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2018 FMG Suite.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, KY, MD, NC, NE, NJ, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV.