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Places Near North Chesterfield with Accounting Services

Midlothian (7 miles)
University Of Richmond (9 miles)
Carytown (12 miles)
Richmond (12 miles)
Chesterfield (14 miles)
Moseley (15 miles)

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Tax And Financial Services LLC

Financial Services Of Virginia

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Accounting Services, Bookkeeping, Financial Planning Consultants, Financial Services, Tax Return Preparation

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Phone: (804) 377-6952

Address: 9011 Arboretum Pkwy Ste 395, North Chesterfield, VA 23236

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Tax and Financial Services

Tax Planning
Charitable Giving
Traditionally, tax write-offs on charitable contributions were reserved for people who made itemized deductions. But with most people now taking the standard deduction, the tax benefits of donations were out of reach—at least until the pandemic.
Estate Taxes
Tax Services
It’s possible to determine how much CTC cash a person has already received by viewing bank records or their online IRS account, Zeigler said. But a guesstimate based on bank records leaves a chance for a mistake, so Zeigler is already notifying clients he’ll want to see these letters—and he’ll bet other tax preparation professionals will also feel the same way.
Income Tax
Capitol Hill negotiations on a massive social safety net bill moved in fits and starts during 2021, and there’s no resolution in sight as the year concludes. The on-again, off-again political wrangling in Washington, D.C. is one reason many taxpayers may want to move briskly with their income tax returns in 2022. Why?

Mutual Funds
Say you decide to invest $10 every week in a mutual fund. If on the first week, the cost of a share in this hypothetical fund was $1, then your $10 would get you 10 shares. If the price of a share in the fund rose to $2 on the second week, your $10 would only get you 5 shares. But if the price of a share fell to 50 cents on the third week, $10 would get you 20 shares. (A stock’s price usually isn’t this volatile, but we’ve made it so for the purposes of demonstrating the principle of dollar cost averaging).
Bonds
Wealth Management
Wealth Management is also about taking steps to protect your financial future. Investors should develop a plan that addresses specific short- and long-term goals and that can be maintained and adjusted, as appropriate.

Accounting Services

Financial Planning
Given today’s longer life spans and active lifestyles, you need to ensure you have a steady stream of retirement income. You may also be concerned about contributing to your children or your grandchildren’s college education. We'll work with you to make sure the assets you’ve accumulated pass on to those you love, according to your wishes. Financial planning now can help prepare you to meet your financial goals in the future.
Retirement Planning
In today’s highly-competitive marketplace, it is becoming increasingly difficult to attract and retain top talent. Salary is no longer the sole compensation driver. Employees are also looking at an employer’s overall benefits package and its potential to help protect their families and prepare them for retirement. These concerns are heightened by ever-changing tax laws, pension plan uncertainties, and Social Security shortfalls. As a business owner, you can offer insurance and retirement benefits that can make a difference for both your employees and your business.
Annuities
The financial market offers a wide variety of different investment products for investors to purchase—from relatively straightforward investment types (securities) like stocks, bonds and short-term/cash-equivalent investments to portfolios that combine these investment types within various products, such as mutual funds, variable annuities and variable life insurance policies.
Long Term Care
For most of us, it is unpleasant to envision a time when performing routine tasks may become difficult as the result of injury, illness or aging. If the time comes when you need substantial assistance performing daily tasks, it is unlikely you will want cost to be the primary decision-making factor for your long term care. Long term care (LTC) services can be expensive and costs generally continue to rise. Planning early can help ensure that you have more control in receiving the type of care you want — in the setting you choose, should the need arise.
Asset Management
For example, if you invest in an employer-sponsored 401(k), you can set up automatic investments for each pay period. The percentage of your total pay (up to the maximum permitted) is taken out of your paycheck before any taxes and invested in the mutual funds or asset allocation strategy you choose. Your employer might even match a portion of your contribution. Not only do your savings accumulate, but the taxes on any investment gains you may realize are deferred until you retire and begin taking distributions. 2

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