Services
Professional care for your financial concerns
“Telos” is a concept from Greek philosophy. It refers to something’s ultimate purpose. Broadly, I want everyone to find and move towards their ultimate purpose. As a part of that, I want to help you find the telos of your finances.
For many people, finances are a source of significant stress. For others, wealth becomes a goal in itself. Neither of these is what it was meant for. With professional planning, your money can become a facilitator for the things in your life that are truly important.
Tax Consulting
Understanding your tax situation is the first step towards improving it. We will go over the issues that are impacting your financial life and discuss how to pursue what is important to you.
Tax Preparation
The goal of professional tax preparation is a correct tax return in which you can be confident. We will work together to prepare and file your return, address past tax issues, and develop good tax habits.
Retirement Income
The way you withdraw money out of your retirement accounts can impact your taxes significantly, saving or costing you tens of thousands of dollars. We can build a model and a plan.
Tax Planning
You should know, before the end of the year, how much you are going to owe in taxes and whether there is anything you can do about it.
Getting Started
In order to help us understand how best to serve you, I will do an initial review of your taxes and financial situation. If there are ways I can help, I will explain how and what the benefits could be.
Telos Financial Services 