It's that time of the year again!! Tax planning season is here; we encourage you to plan ahead while you can. Please fill out the form below to get your FREETax Planning Checklist. This checklist is to help identify key issues and personal financial planning opportunities during tax return preparation. By employing effective tax planning strategies, you can have more money to save and invest or more money to spend. Feel free to call us at 518-793-3851 for more information or to schedule your FREE Tax Planning Consultation.
Tax Planning Checklist Form
Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management, LLC, a Securities and Exchange Commission Registered Investment Advisory Firm. Securities and Exchange Commission registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated.
Del-Sette Capital management is not a law firm and does not provide legal advice. See Full Disclosure.