Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 13% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-Free College Funding Plan
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As veterans and patriots, we strive to give back to the community at large because we know what it means to serve. Offering military/veteran discounts and specialty knowledge of the what impacts the community as a whole. As also are able to help our friends in civilian and public sectors.
At Taxes and Financials+, we stand out by prioritizing our clients' needs above all else. Specializing in personal and business taxes, QuickBooks support, ITIN applications, new business consultations, and 1099 assistance, we offer personalized attention and treat each client like family. Our team is dedicated to providing expert guidance and support, ensuring that our clients receive the best possible service tailored to their individual needs. With a focus on professionalism, integrity, and client satisfaction, we're committed to helping our clients achieve financial success with peace of mind. Contact us today to book consultation and/or appointment!
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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jim Smith is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Orange, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
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As a business strategist with 17 years of finance experience and 12 years of business operations experience, I help companies unlock growth and profitability through tailored, actionable strategies. Whether you're a startup or an established business, I provide insights to identify untapped opportunities, streamline operations, and improve decision-making. My approach is data-driven and customized to align with your long-term goals. Beyond strategy, I support you in executing the plan, ensuring seamless implementation and measurable results. By working together, we’ll create a roadmap to success that drives sustainable growth, increases efficiency, and gives you a competitive edge in the market. Let’s take your business to the next level.
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