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Services

How We Work

Folino Tax & Financial Network has over three decades of experience in tax preparation of individuals, corporations, and small business clients.

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.

Protecting our clients’ assets, income and lifestyle requires adequate levels of insurance. We work closely with our clients to analyze their current personal and employer-provided insurance coverage and to assess their additional insurance needs. Specifically, we review and make recommendations so they can make informed decisions about life, disability, and long term coverage. Our goal is to provide our clients with economical solutions that address both the current and future needs of their families.

Investments

Integrated Asset Allocation and Portfolio Design

Customized Asset Management Programs

Diversification Strategies

Alternative Investments

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Bonds

Common Stock

Educational IRA

Variable Annuity

    Financial Planning

    Retirement Plans

    Tax Plans

    401 (k) Planning

    403 (b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    IRA Rollover and Distribution Planning

    Income Projection Analysis

    Fixed Income Strategies

    Qualified Plan Design and Compliance

    Insurance

    Life Insurance

    Long Term Care

    Disability

    Annuties Deferred and Immediate

    Tax Planning

    State Tax Return Preparation (All States)

    Representation Before the IRS

    Tax Return Preparation

    Individual Tax Preparation and Planning

    Income, Gift and Estate Tax Returns

    Estate Planning

    Wealth Transfer and Tax reduction

    Charitable Gifting

    Estate Planning Review

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    clientservices@folinotax.com |  (805) 482-4062