Over 30 years of
COMBINED EXPERIENCE
in Financial Services
Personal Accounting & Tax Services
The Money Zone, Inc. has provided Accounting & Tax services, as well as planning services and wealth management to individuals and businesses since 2002. If you're interested in anything we have to offer or have any questions, we would be more than happy to schedule an appointment to discuss your individual needs.
Federal, State & Local Taxes
We offer tax preparation services for:
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Individual Returns
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Multi-State Returns
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Estates & Trusts
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Gift Tax
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We also offer IRS/State Audit Representation if you ever need it.
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Intuit Link
Make tax season easier with Intuit Link! Intuit Link is an online portal you can use to submit all of your tax documents securely to us. Intuit link helps to keep your data safe with bank level 256-bit encryption — so your information stays between you and us. Also, no more bulky tax packets or piles of paper. You can complete the questionnaire from us and snap photos of your W-2 and other tax documents right from your mobile device. Contact us if you would like to use this service! If you already use this service, you can login using the link below!
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Financial Consulting & Wealth Management
Our goal is to help you plan your financial future and reduce your tax obligation. By being proactive we can help you make informed financial decisions throughout all your life stages. If you are ready to start planning your financial future or need help in any of the following areas, please reach out to us. We would love to help!
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Personal Financial Planning
A personal financial plan helps you meet your current financial needs and offers a strategy to achieve future financial stability, so you’re able to move forward with your goals. We can help you by giving you a comprehensive picture of your current finances. We can then create your financial goals and any strategies you want to set in place to achieve those goals.
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Personal Tax Planning
Tax planning allows you to make the best use of the different tax exemptions, deductions and benefits to minimize your tax liability each financial year. Our goal is to help keep your hard earned money in your pocket!
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Retirement Planning
Retirement planning is the process of figuring out how much money you’ll need to save for retirement and then putting a plan in place to get there. It’s never too early to start planning for your retirement future.
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Estate Planning
Estate planning can be an emotionally and financially complex task. Having a well-informed plan can make a big difference in what is left for your loved ones. The goal is to ensure beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax and other taxes.
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529 College Savings Plan
A 529 plan is a type of savings and investment account in which money grows tax-free as long as the withdrawals are for qualified education expenses.
There are two types of 529 plans:
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529 college savings plans are the most common type. Investments grow tax-free and can be withdrawn tax-free for educational expenses such as tuition, room and board, and required textbooks.
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529 prepaid plans let you prepay part or all of an in-state public tuition, locking in the tuition at time of payment.
If you are interested in setting up a 529 College Savings Plan, give us a call!
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