Introduction: AT ACE OUR MOTTO: Plan Ahead
Helping individuals, families, businesses Plan one head at a time.
It is NOT what you Make but it is what YOU Keep.
We are here to guide YOU in whatever task you need our assistance.
My name is Atabu Otobo, the founder, Managing Director and Chief Tax Strategist at ACE ADVISORY MANAGEMENT LLC, a tax advisory and financial planning firm with offices in New York City, and Houston.
At ACE, I wear many hats depending on my clients need my role encompasses various positions such as a tax strategist, a financial advisor, Investment adviser, an insurance agent as well a retirement or a college planning specialist.
I stay up to date with the latest changes in tax laws and regulations, insurance regulation and financial regulation & changes SO YOU DONT HAVE TO.
At ACE, we have the resources, tools, knowledge and expertise to assist YOU navigate through the world of taxes, insurance, financial and retirement planning.
Regardless of what your goals or needs are we can assist YOU.
Regardless of your business size/goals we can assist YOU.
Regardless of your location, we can assist YOU.
Regardless of your filing status, Immigration status etc, we can assist YOU.
Regardless of whatever circumstances/ situations you are in, we can assist YOU.
ACE has been on the Thumbtack platform for more than 8 years and we have excelled at every job that we were hired to do. This is evidenced by the no of hire, reviews and the no of times we received TOP PRO AWARD.
We have won the TOP PRO award status every year since 2015 and also I have been invited to meet Thumbtack CEO in NYC and that speaks volume.
HERE ARE MY CREDENTIALS
I Hold the Enrolled Agent (EA) DESIGNATION.
TAX DESIGNATION: ENROLLED AGENT
This is an IRS certified and regulated designation allows me to assist clients and also handle various tax matters from Tax preparation, Tax Planning and Tax Resolution at the individual and business level.
TAX PREPARATION
-1040
-SCH C for SMLLC
-SCH D for Investor
-SCH E for rental real estate
-Corporate (S & S Corps)
-Partnership
-Nonprofit (501c3)
-FBAR/ITIN/EIN filing
GIFT, ESTATE, TRUST TAXES
INSURANCE LICENSE
I hold the Life, Accident & Health Insurance as well as the Property and Casualty.
This license allows me to assist individuals, families and business owners to plan for their financial future and also protect their family's income and lifestyle —their home, their children’s college education etc
while analyzing their coverage needs and goals. Also, it enables me to explain the various policies- Term, Whole-life (permanent), Universal Life, Key-person, Executive bonus, Deferred Comp, Split Dollar, Buy-Sell etc
In addition, it allows me to show the client how insurance can be used for financial planning tool in areas such as retirement planning, taxes and estate planning.
SECURITIES LICENSES
I hold the following FINRA Securities licenses: Series 6, Series 7, Series 63 and 65. I can act as a registered representative and Investment adviser representative.
Through these licenses, I can provide investment advice and also make recommendations on stocks, mutual funds, ETFs, and other securities.
I am able to assist clients with retirement planning, including guidance on rollovers and distributions from 401(k) and other qualified plans.
In addition, I can render advice on tax-efficient investment strategies.
Assisting clients with estate planning and the administration of trusts and estates.
Furthermore, I have the CFS and RFC designation and I am an IRS Certifying Acceptance Agent.
ESTATE DOC PREPARATION
Tomorrow is not guaranteed to no one, and accidents do happen. So why not prepare and put your affairs in order before the inevitable happens instead of taking chances. It is better to plan ahead and be prepared rather than taking chances. Procrastination cost lives, money and unnecessary headache and heartache
MY firm can assist in preparation of.......
Revocable Living Trust,
Living Wil (Advanced Medical Directive) l,
Durable Power of Attorney for Finance,
Durable Power of Attorney for Health
OUR SERVICES INLUDES
TAX PLANNING
TAX PREPARATION
TAX RESOLUTION
INSURANCE SERVICE
RETIREMENT PLANNING
PORTFOLIO MANAGEMENT
INVESTMENT ADVIORY
COLLEGE PLANNING
RETIREMENT PLANNING
ENTITY OPTIMIZATION
ESTATE DOCS PREPARATION
INCORPORATION ….
We look forward to talking with you soon and possibly FOR YOU.
CALL/ email Today to Book an appointment.
We can assist you whether you are local, regional, nationwide or oversea.
