Darek Koleda, ChFC®, EA - Tax & Financial Planner
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Service type
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Introduction: TAKE THE STRESS OUT OF TAX PLANNING & PREPARATION
You deserve the personal attention of duly licensed Tax Accountant (EA) and Financial Planner (ChFC®) who specializes in providing unbiased comprehensive tax and financial advice.
My passion is helping clients fulfill their dreams by reducing stress and delivering financial peace of mind.
Tax & Financial Services:
• Tax Preparation
• Tax Planning & Savings Strategies
• IRS representation
• Cash Flow & Budget Analysis
• Financial Projections
• Personal Financial Planning
• College planning
• Retirement planning
• Investment Planning
• Insurance Planning
• Gift planning and compliance
• Charitable giving strategies
• Executive equity and deferred compensation planning
Overview
2 employees
14 years in business
Payment methods
This pro accepts payments via Cash, Credit card, PayPal, and Venmo.
Featured Projects
2 photos
Reviews
Customers rated this pro highly for value, professionalism, and responsiveness.
5.0
2 reviews
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Cristen L.
Jan 26, 2018
All of the advisors at Lane Hipple are extremely helpful and knowledgeable. They always have your best interest at heart.
Darek has been a pleasure to work with and especially trustworthy. I would definitely recommend him and the firm for all your financial needs!
John Z.
Jan 29, 2018
Darek was a pleasure to work with when figuring out our financial goals and how to achieve them. He was patient and answered all of our questions. We are very comfortable investing with him.