Why keep waiting to get your income tax done?Get it done now by an individual income tax specialist with comprehensive authoritative knowledge and skill in this particular income tax area, at the comfort of your home, & its all at your convenience. Save you time for what's more important, does this sound good? let's get to it...I work 100% remote for your safety!
"My purpose is give them a rich & satisfying life, & that they might have life more abundantly"
I elevate Financial Strategy(s) to help each unique client with their financial well being. My continuous learning & education, an Important Resource for Knowledge, Information, Advice, & Recommendation. My core values are based on excellent Client Experience, & peace of mind. Clients are like my family, family comes first.
Enhance your Financial well being; success, security, & happiness.
I excel with an MBA in finance, IRS enrolled agent with years of enhancing clientele tax advantage research, planning, & preparation, while increasing strategic tax, estate & financial counseling.
Licenses: Enrolled agent, CRTP, AFSP, Risk & Insurance(Property & Casualty. Life & health)
Certification: Taxation, Financial accounting, Project management, Metlife Securities Financial planning services.
Credentials: BS Electrical Engineering; ability to analyze, design, & plan.
Awards: Business honor society, management, performance, quality assurance.
My previous work experience, education and volunteering is provided upon request. Together we are stronger, many parts but we are One.
Now let us focus, & show you a way to a better tomorrow, a brighter future, would that be helpful to you?
Often clients have concern(s); Taxation Finance, real estate & Investments, Retirement & Insurance Issues so intertwined begging for multi versed expertise. A proven track record with client's short & long term goals, save time for what’s more important. "My purpose is give them a rich & satisfying life”. Positive & encouraging results based on a system of core values; professional, competent, objective, integrity, & fairness.
I am inspired to do what is good. Provide team leadership & client peace of mind.
Securities services offered through American Investors Company, member FINRA/SIPC. Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials. Frankel Delossantos may simultaneously offer other products and services to customers including, but not limited to, tax preparation and bookkeeping services, trust preparation (Retireco Estate Planning Co), real estate and mortgage brokerage services, and non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities services provided by Frankel Delossantos through American Investors Company. For email communication on securities related matters, contact [email protected]
I’m very happy about Frankel Financial Services since his knowledgeable and caring nature has helped me to receive the maximum amount of tax return in many years. Besides, he always replies back to me whenever I have questions in a timely manner. I highly recommend it.
Very detail oriented, compassionate with what he does, accommodating with his clients, and very knowledgeable of his craft.
He has been helpful getting life in order when it comes to taxes and financial planning
Frankel was very attentive and helped me through a difficult process.
It is a comprehensive process as follows; many questions to initiate explore understand & act. Identify the need(s) of clients, gather data, analysis, recommendations, implementation, monitor.
For taxation purposes 2 critical steps; 1. I need more information to get your quote 2. Why does on boarding for new client(s) take a little more time? It’s for your best interest at heart. Expect fully remote tax preparation services. I will need to review Last year tax return. A summary list and tax organizer will be provided for easy step by step procedure to follow. Due diligence and compliance is key to successfully complete any tax return both individual and business.
More important if you need help to be in a better place, I advocate Strategic planning; will enhance your financial well being.
In conclusion; expect many, many, many questions. Help me help you understand your unique situation, in return I offer you peace of mind & accurate pricing. Many parts but we are One.
I have a list of education and training related to helping clients achieved their short and long term goals.
Industry standard fees do apply...
I discovered that I find great satisfaction helping and making a positive difference with my clients...to a better tomorrow, a brighter future.
Various customers who knows and needs help...
Uncertainty of the future special during this unpresidented times in the USA due to Covid-19. Being able to provide a sense of hope by helping get things done and be better off at the end of process is very rewarding. For example, helping get the stimulus check for many clients...
Hire someone who asks many, many, many questions so you know that person cares and dedicated to understand your uniques situation.
Must recognize that they need help, and willing to go to a standard process to make sure properly taking care of.