Providence Tax and Estate Partner
Providence Tax and Estate Partner

Providence Tax and Estate Partner

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Introduction: Since 2003, we have been providing only the best services. We specialize in areas of: • Strategic advisory • Business support • Tax management, tax advisory, tax preparation • Estate planning, Wills & Trusts Contact us today for a free 30-minute consultation session over the phone, where we can prove just how much we can help you. Some of the services we do: • Provide ideal tax management solutions to save you money. • Reduce estate and income taxes. • Lead you to financial security. • Finalize your will or trust. • Lower or remove capital gains taxes • Business suppory: exit planning, key employee incentives, employee benefits, 401k/ROTH. How we are different? 1. We provide "what-if" scenarios for Trax planning to show you the money. 2. We give you asset assessment to show the likelihood of running out of money during retirement. 3. We proactivly work to lower your future income tax 4. We remove optional taxes like: ◇Capital Gains Tax, ◇Estate (death) tax, ◇Tax on Social Security ◇Tax on selling houses, investments, businesses ◇and more... We use revocable living trusts to avoid that nasty probate which saps away control of your estate, forget it! We can make that invisible by reducing the process or even eliminating it all together. Not many could do this, especially at our affordable prices. You are our top priority. We will be there for you every step of the way, providing expert solutions and advice to help you get what you want. This is a business that helps people. Let us help you. This is just a glimpse of what we could achieve. Have questions about something else? Just ask, and we will answer. Don’t leave it until it’s too late. Contact my team and I today for a free 30-minute strategy session.

Current Top Pro

Hired 4 times

Background checked

6 employees

6 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Venmo, and Zelle.

Featured Projects

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1 review


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Anthony O.
Oct 12, 2022

Hired on Thumbtack

Hired on Thumbtack

He helped me so much great guy very knowledgeable and helpful I'm grateful for his guidance definitely great gig
Personal Financial Planning
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Michael Dyal

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