Personal Finance

Personal finance involves the application of basic principles to support financial decisions encountered on a daily basis. We ensure our customers utilize a coordinated approach to achieve desired results. Our personal financial consulting services primarily focus on but are not limited to:

Banking & Budgeting – Bank reconciliation, choosing the proper account, household budget, credit report analysis, develop saving plans, cash flow statement

Career & Work – Resume and cover letter preparation, job search and guidance, claiming payroll withholding allowances on form W-4

College & Education – FAFSA application, college saving plans, choosing right career path or college

Family & Home – Home search and affordability, teaching kids the value of money, choosing whether to refinance or not, how to significantly reduce mortgage interest, assist with completing property tax exemption applications

Insurance – Determine if efficiently insured

Loans – Best place to obtain, buy or lease determination, choosing which loan to pay first or most efficient way to resolve outstanding debt

Retirement – 401k account management (see separate tab), different retirement account options, how to begin saving

Taxes – Preparing and filing income tax returns, tax forecasting and planning, legal strategies to reduce tax liability, review prior tax preparer’s work for accuracy, communicate tax updates

Our customers are encouraged to advise us of additional services required but not listed above. We will definitely point them in the proper direction should we be unable to successfully fulfill their request.

Ph: 773-610-6296 | E-Fax: 702-948-5783
Email: taxmanmburns@aol.com