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Tax Preparation | Retirement Planning | College Funding Folino Tax & Financial has over two decades of experience in tax preparation of individuals, corporations, and small business clients. We find it especially rewarding to help our clients plan for a financially secure, comfortable and dignified retirement. We use a full range of products such as:
With the passage of the Economic Growth & Tax Relief Act of 2001, sweeping changes have been made in the area of higher education funding. Our purpose is to provide guidance on issues involving the suitable recommendation and use of Section 529 Plans. We think "outside the box" and show our clients we are the source for trusted education planning advice. Full Service Investment Accounts We have a holistic approach to our financial services and realize that our clients deserve a trusted advisor that does more for his clients by understanding how all the pieces of their financial puzzle fit and work together.
We realize that integral and often overlooked parts of a comprehensive wealth plan are insurance solutions. Our "Insurance Specialist" makes complex insurance details easier for our clients so they can make educated and informed choices about:
We are a unique resource for our clients that may have complex estate issues as well as those that just need simple trust planning.
Bookkeeping & Payroll Reporting We have many small business clients that benefit from our complete business management solutions concept.
Small Business Start-Up / Business Planning We can accommodate and help our clients with small business start-ups and business planning in areas such as:
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