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Personal Financial Planning

Retirement Planning in Pembroke Pines, FL

A comfortable retirement depends on comprehensive and proactive planning. At Janette L Davis, CPA, LLC, we provide clients throughout Pembroke Pines, Hollywood, Fort Lauderdale, and Cooper City with the quality long term tax planning, and saving strategies necessary for a long and comfortable retirement. Visit us at https://www.financialandtaxpro.com to learn more.

Immediate and Long Term Tax Planning

The first step in ensuring that you can enjoy a comfortable retirement is planning to lower your immediate and long term tax liability. Janette L. Davis, MBA CPA helps clients with comprehensive strategies to ensure that your taxes are kept manageable, allowing you to invest the money that you saved into savings plans. Paying into 401ks and other such retirement funds can even serve to offset your yearly income.

If you would like more information on our tax planning services for individuals, click here.

Cash Flow Planning

In addition to saving you money through personalized tax planning, Janette L Davis, CPA, LLC projects your future cash flow needs. We look at the changing conditions of your personal finances to ensure that the amount you save continues to provide you with your current lifestyle.

This projection tells our Pembroke Pines retirement planner the timetable you will need to follow in order to achieve your retirement goals, as well as take into account where you hope to retire, and at what age you can completely quit working.

Assistance for Business Owners

Retirement planning when you run your own business is another task that few have time to think about in addition to running the daily and long term operations of your venture. At Janette L Davis, CPA, LLC, we help self-employed individuals and business owners create a retirement plan that works within the financial realities of your business. We help you to understand the ways in which your business’ profits can be offset, allowing you to achieve higher personal income that can be invested into savings plans.

Our Pembroke Pines accounting professionals will not only help you to secure your future, but can help business owners establish retirement plans for their businesses, helping you to create retirement possibilities for your employees as well.

Contact Janette L Davis, CPA, LLC Today

If you are looking to establish your future stability with proactive and adaptive retirement planning, contact Janette L Davis, CPA, LLC today. We provide individuals, professionals, and businesses with retirement planning services throughout Pembroke Pines and the surrounding communities.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a Free Consultation below.

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We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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