Individual Tax Planning and Preparation

We help individuals reduce their taxes through little known tax planning strategies.

Help Individuals Plan their Move to Poland

Is Moving to Poland Right For Me? How Do I File My Tax Return If I Live in Poland? Do I have to report all my worldwide income?

Tax Preparation and Planning for US Citizens Living in Poland

Do I have to File Polish Tax Return How can I file my US Tax Return While Living in Poland?

Social Security Planning

When to Start Taking Social Security? Does It Make Sense to Delay My Social Security Benefits? Can I Still Work While Recieving Social Security Benefits?

Medicare Planning

How to Delay Medicare Coverge at age 65 if still working? What is Part A, Part B, Part C, Part D, etc? Can I stop Medicare Premium Dudections from My Social Security Benefits?

Medigap/Supplemental Health Insurance

Helping Individuals Pick the Right Plan Do I have to Have Medigap Insurance? What are the Enrollment Dates?

IRA/401K Distribution Planning

When Is the Right Time to Start IRA/401k Distributions? How to Properly Name Your Beneficiaries? Can My Living Trust Be the Primary Beneficiary?

Helping Individuals Enroll For Health Insurance

Healthcare.gov the only place to obtain Federal Subsidy to help pay for your health insurance premiums.

Small Business Tax Planning

Which type of Entity is best for your business? Retirement Plans available for your small business