Continental Tax Planners, LLC is a company dedicated to its clients’ financial well-being, now and in the future. We offer our clients a unique array of services under one roof by combining efficient tax planning, comprehensive life, health and LTC insurance planning, and estate and trust creations.
Personal and Small Business Income Tax Specialists
Beginning with tax preparation and planning we are able to uncover the basic needs of the client, help increase the efficiency of their tax return and help minimize their tax liability. We identify the areas and programs where clients are eligible to receive tax incentives for retirement plans, education planning, real estate investment, and many more.
Complete Financial Services
Once the tax return is complete, we focus on the client's financial needs and goals. We analyze cash flow and allocate assets so that the short-term, intermediate-term, and long-term needs of the client are addressed. For many clients just starting out, we may establish an asset-builder plan for as little as $50 per month or begin an IRA plan. For clients with more accumulated assets, we analyze how they are allocated in accordance with the goals of the client and the prior performance of the investment.
Full Line of Insurance Services
The next step involves reviewing the insurance needs of the client. Again, we focus on the client's current situation and their future goals. Once we have determined the risks that face the client and his or her family, we provide solutions to help mitigate those risks. Whether it's a young family just starting a savings plan or seniors needing to protect their lifestyle, we are able to provide the protection the client needs.
Comprehensive Legal Services
In order to assist our clients with the efficient transfer of assets upon their demise or establish trusts to protect assets or provide income for their heirs, we have made arrangements with outside attorneys to provide the legal services necessary. We also review these arrangements from a tax perspective to help ensure the minimum of taxes is paid.
Our fee-based money management program, offered through Sound Assets Mgmt. Group, LLC., a registered investment advisor, seeks to bring unemotional, logical, sound financial decision-making to a client’s investment portfolio. Each portfolio is tailor-made to reflect the client's risk parameters and economic needs. We seek, through diversification and a strategic, tactical allocation of a client’s assets, to achieve the most gains potential, while taking into consideration the client's personal risk profiles. Our first and foremost goal is to protect principal, not only from the ravages of a fickle market, but from the slow creep of inflation and its decimating impact over time.
Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.
Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.
Feel free to contact the office anytime. We're here to help.
Securities and Advisory Services are Offered Through American Portfolios Financial Services, Inc., Member FINRA/SIPC.
Continental Tax Planners, LLC and American Portfolios Financial Services, Inc. are separate companies. Insurance is offered through CRUMP Insurance and is not affiliated with American Portfolios Financial Services, Inc.