We provide you with the knowledge, experience and commitment to help you feel confident and in control of your personal or business financial decisions and tax plans. We are a full service financial advisory, tax preparation, tax planning and tax services firm in Downingtown, PA owned by Jacquelyn M. Basso, CPA serving the Greater Philadelphia area.
You can trust us to work with you to achieve your specific business or personal financial goals. IRS Circular 230 Disclosure: Any tax advice contained on this site was not intended or written to be used, and cannot be used, by the reader for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions.
Among stock-market investors there's long been a debate between those who favor value and those who favor growth. Help determine the required minimum distribution from an IRA or another qualified retirement plan. How does your ideal retirement differ from reality, and what can we do to better align the two?
You can trust us to work with you to achieve your specific business or personal financial goals. IRS Circular 230 Disclosure: Any tax advice contained on this site was not intended or written to be used, and cannot be used, by the reader for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions.
Among stock-market investors there's long been a debate between those who favor value and those who favor growth. Help determine the required minimum distribution from an IRA or another qualified retirement plan. How does your ideal retirement differ from reality, and what can we do to better align the two?
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Knowledge is power.
It's also the foundation for intelligent, well-considered decisions.
When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your personal financial future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Once we understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
It's also the foundation for intelligent, well-considered decisions.
When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your personal financial future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Once we understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Wealth is relative.
What you define as wealth for your situation may not be the same as your neighbor, a coworker, a friend or family member.
You can manage your wealth with the help of a trusted advisor who can help you make informed decisions, help you feel confident to take specific actions and pursue your personal financial goals.
What you define as wealth for your situation may not be the same as your neighbor, a coworker, a friend or family member.
You can manage your wealth with the help of a trusted advisor who can help you make informed decisions, help you feel confident to take specific actions and pursue your personal financial goals.
Whether you are the Chief Household Officer or a busy professional you have the power to manage your personal financial success.
Significant life events like getting married or combining resources with a partner, having a new baby, getting a new job, going through a divorce or the recent loss of your spouse or parent are a good time to reevaluate your financial position.
You want to plan for your financial goals with confidence and your want to improve your personal financial success with a little help - Jacquelyn has helped many women just like you.
Significant life events like getting married or combining resources with a partner, having a new baby, getting a new job, going through a divorce or the recent loss of your spouse or parent are a good time to reevaluate your financial position.
You want to plan for your financial goals with confidence and your want to improve your personal financial success with a little help - Jacquelyn has helped many women just like you.
There are many personal savings plans that provide for you to save for your retirement and may offer tax advantages.
You can save for retirement by making annual contributions to a qualified retirement plan and may be eligible for a tax credit for your contributions.
Preparing to retire, preparing a retirement budget and addressing the issues regarding retirement in the years before you retire and during your retirement need careful coordination.
You can save for retirement by making annual contributions to a qualified retirement plan and may be eligible for a tax credit for your contributions.
Preparing to retire, preparing a retirement budget and addressing the issues regarding retirement in the years before you retire and during your retirement need careful coordination.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
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