Financial, Investment and Retirement Planning

“If you fail to plan, you plan to fail!” Even if you are 40 years old and have not begun saving for your retirement, you can still amass a huge amount of wealth before you retire. A responsible plan that includes regular, modest contributions will achieve your goal. You must save first! Yes, before you pay the mortgage or the electric bill, you must make your planned contribution to savings. If you would like to receive my free newsletter entitled " Have you planned for your retirement?" or CLICK HERE and complete the form so that I can mail a copy to you.

Tax Planning and Preparation

Using state of the art computer hardware and software, we can quickly prepare an accurate paper return or one that is filed electronically.

Electronic Filing

Now, you may edit your tax file on the WEB. If you are an existing client, you may access a secure Web site containing your current year’s Organizer File. There, you may enter year 2000 actual data along side 1999’s filed information. Since I will have access to your Organizer File, I can monitor your progress and the status of your data and proceed with preparation of your returns at an appropriate time. If providing your tax information in this manner interest you, contact me so that I may arrange to post your file and assign a password to secure access to My Organizer File

Investment Advisory Services

Are you dissatisfied with your portfolio's investment results but uncomfortable with the alternatives for professional management? Are you ready to move back into equities but not sure how to proceed? Since I do not sell anything but specific advise relating to your individual investment goals, I can offer the type of investment advisory services you've been looking for. I have successfully passed the Series 65 exam allowing me to offer INVESTMENT ADVISORY SERVICES. I will help you design your investment plan after consideration of your investment goals and risk tolerance. I will then arrange for custodial services that DOESN'T take you out of the loop. Yes, the same trusted advisor who knows and understands finances and taxes can help you accomplish your investment goals.

NEW Employee Forms

After downloading the forms, Click the "back" button on your browser to return to this page

Download Federal form W-4 "click here".

Download Connecticut form CT-W4 "click here".

Download Immigration form I-9 "click here"

Contact me at: info@savinocpa.com